The Wealth Show

Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when' 

Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.

19 Nov 26 min

EBI Portfolios ‘acknowledge issues’ with a pure passive approach

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS

12 Nov 23 min

Quilter: This is what we want to see in the Budget

Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.

5 Nov 24 min

The big fourth quarter calls

Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo  

23 Oct 26 min

Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios

Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS.

15 Oct 30 min

Why the FCA ditched its crypto ban?

Head of consumer investment Kate Tuckley discusses its ‘discovery-led’ exercise into high-risk retail products, and why the regulator reversed its crypto ETN ban.

7 Oct 28 min

Gavekal's Anatole Kaletsky: US exceptionalism won't last past a year 

This week, Gavekal's chief economist joins us live from the Citywire Wealth Manager Retreat to discuss Trump, inflation, and why the UK needs a total policy overhaul. 

7 Oct 19 min

FCA exclusive: Advisers, don't fear the FOS

The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support. 

30 Sep 18 min

Portfoliometrix: A look through the MPS provider's strategic asset allocation update. 

Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.

14 Sep 31 min

Is real estate still the smart choice for investment?

Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.

2 Sep 19 min

Why HENRYs need wealth management, and how to offer it

What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.

26 Aug 21 min

What can wealth managers can do about modern slavery?

Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement.

11 Aug 16 min

JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025

Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.

4 Aug 16 min

Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’

Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.

9 Jul 29 min

IIMI CEO: These are the biggest challenges boutiques face

Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.

27 May 17 min

Nick Train: The two things my funds need to bounce back

Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income investment trust can return to outperformance.

21 May 19 min

Ex-Aberdeen leader on why wealth firms can't ignore digital assets

As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for…

14 May 27 min

Part 2: The FCA answers your questions

When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

8 May 13 min

FCA on red tape cuts: This is just the start

Nick Hulme, head of advisers, wealth and pensions at the FCA, discusses why the regulator is not an 'amorphous blob', and what its growth initiatives will look like for firms in real time.

6 May 26 min

Gresham House: Brooks set to be 'very attractive' takeover candidate

Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.

24 Apr 26 min