The Wealth Show

IWD 2025: A systemic issue that still needs addressing

Women are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female. For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of…

13 Mar 15 min

Wheb: It was time to sell the business to Foresight

George Latham, managing partner at Wheb Asset Management, joins us to discuss why the time was right to sell and whether the appetite for sustainable investing is waning.

5 Mar 22 min

‘Real’ MPS performance data remains out of reach

Dan Hurdley, managing director of ARC Research, knows about the challenges in sourcing real MPS performance data better than most.

25 Feb 23 min

Trump's tariffs: ‘There’s lots up in the air at this time’.

In this episode, William Marshall, chief investment officer at Hymans Robertson Investment services, discusses Trump’s tariffs and its impact on the UK market, and how the UK is in a better position than other market to navigate upcoming volatility.

17 Feb 24 min

‘We’re turning a tanker here’: Corporate bonds in capital markets

Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape around corporate bonds.

7 Feb 21 min

UK equities outlook: ‘We are darkest before the dawn’

Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over the next year amidst Trump’s inauguration and how ‘the zeitgeist has moved past ESG’.

15 Jan 25 min

2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget

It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.

23 Dec 2024 40 min

'Almost never looked this different to the index': How Lansdowne Partners got to where it is today

Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.

18 Dec 2024 29 min

BlueBox's de Gale: I don't love tech, but I know how to invest in it!

Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies.

10 Dec 2024 37 min

SDR: ‘Light at the end of the tunnel’ for 100+ firms applying for labels

What will be the endgame for SDR? The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.

6 Dec 2024 20 min

‘The embarrassment level was quite high’ – How green are sustainable portfolios?

How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages…

29 Nov 2024 25 min

'Probably the least fashionable stocks in the world': Where Prusik is finding value

Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

20 Nov 2024 35 min

Employers to ‘come under financial strain’ after Budget, warns AJ Bell’s public policy head

Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey. In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a…

11 Nov 2024 20 min

‘The economic system is on autopilot’ - Brett Scott on the perils of a cashless society

In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.

29 Oct 2024 24 min

‘Starmer’s poll ratings have collapsed’ - Baroness Sayeeda Warsi on Labour’s first 100 days, the economy, and the Tory leadership election

Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now. This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi…

22 Oct 2024 23 min

Will clients ‘shop around’ more for wealth managers in the future?

Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation…

14 Oct 2024 21 min

‘Adapt or die’ - Can active managers survive in a ‘peak MPS’ market?

Have we reached ‘peak MPS’? That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management. Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.

4 Oct 2024 25 min