The Wealth Show

Evenlode: Why we’re happy for stocks to sacrifice profits today

Chris Elliott, co-manager of Evenlode’s £1.9bn Global Income fund, discusses sacrificing profitability for company growth and what the boutique has bought for its newer Global Equity fund.

8 Feb 2024 26 min

The rise, fall...and rise again of Baillie Gifford American

Despite returning a stonking 39% last year, Gary Robinson’s £3bn fund has been unable to beat the S&P 500 over three and five years. In this podcast, he discusses opportunities both in and out of the Magnificent Seven, and why he still has faith in Elon Musk. 

2 Feb 2024 24 min

Augmentum CEO Tim Levene: 'A lot of Fintech AI is a bubble'

Tim Levene, CEO of fintech-focused investment trust, says that there will be a huge adoption of AI in the wealth and asset management industries over the next five years. However, he is very sceptical of a slew of businesses that have sprung up in this space. 

25 Jan 2024 29 min

Liontrust's John Husselbee talks up 60:40 - 'If I was banging the table then...'

John Husselbee and James Klempster, who together run Liontrust's £4.5bn multi-asset range, discuss 60:40's renaissance, finding value outside the US and 'calling in a heavyweight' on asset allocation.

17 Jan 2024 27 min

Hamilton Lane: We use private credit to generate liquidity

Hamilton Lane’s Hamza Azeem discusses the private equity giant’s product aimed at wealth management clients, and how it manages liquidity when redemption requests are knocking at the door.  

12 Jan 2024 24 min

Wealth Talk 2023 in Review: Rathbones & Investec's mega deal; private markets buzz; and weight of consumer duty

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

19 Dec 2023 26 min

Jupiter's Beesley on cracking the institutional market and Chrysalis divorce

Jupiter CEO Matthew Beesley reflects on a tough first year in the top job, and how the asset manager is going to entice sovereign wealth, endowment and pension fund clients. 

13 Dec 2023 26 min

A game of hot potato: How the City handles sexual harassment

How is sexual harassment handled in the city? Listen to HR heads discuss their dual interest of protecting both the claimant and the organisation, the FCA defend itself against allegations of inaction, and journalist Paul Caruana Galizia share his experience breaking the story of Crispin Odey.

6 Dec 2023 37 min

How RC Brown is providing infrastructure for boutiques to survive

Robert Clark, sales & marketing director at RC Brown, speaks about the firm's incubator service and why most wealth managers don't have the competence to run their own firm. 

30 Nov 2023 18 min

Newton's David Cumming on 40 years as a UK investor: 'It’s probably less fun now'

Citywire AA-rated David Cumming, who runs the £1.5bn BNY Mellon UK Income fund, discusses how things have changed during four decades in the City, re-engaging investors with British businesses, and why oil stocks ‘just look too cheap’.

22 Nov 2023 27 min

Vanguard: How wealth managers’ thinking on bonds is evolving

Kunal Mehta, head of the fixed income specialist team at Vanguard, discusses why DFMs are still reluctant to buy into the ‘bonds are back’ narrative, Vanguard’s view on peak rates, and growing interest in emerging market debt.

16 Nov 2023 27 min

Face Off! UK Equities: Janus Henderson’s Foll vs Atomos’ Bathgate

Janus Henderson Investors’ Laura Foll and Atomos’s Haig Bathgate discuss whether the UK is a good place to invest.

7 Nov 2023 24 min

Newton's Euan Munro: 'GARS possibly closed down at just the wrong time'

The investment veteran discusses Newton IM’s restructure, why thematic investing is here to stay, active management opportunities, and the closure of his brainchild GARS fund.

1 Nov 2023 30 min

BlackRock UK sales boss: Cash threat to fund firms, and is private assets 'buzz' real?

Nick Hutton, BlackRock's head of UK distribution, discusses why cash is a 'huge competitor' to asset managers in the current environment, and whether there truly is a demand for private markets from wealth managers. 

25 Oct 2023 21 min

Coolabah's Joye: Banks only hiding place as 'biggest credit default cycle since 08' looms

Coolabah Capital's Chris Joye believes there are misplacing opportunities to be had within senior bank debt. However, elsewhere he is incredibly bearish - as he predicts mass defaults within corporate bonds, high yield, and private credit. 

18 Oct 2023 27 min

‘It’s so bittersweet for someone like me’: Theranos whistleblower tells their story

Erika Cheung, one of the whistleblowers who exposed Elizabeth Holmes’ blood testing company Theranos as a fraud, discusses their experience and why it’s so hard to expose corporate wrongdoing.

11 Oct 2023 18 min

Wealth Talk: Evelyn’s culture clash, Raymond James' ongoing restriction, and what we think of HL’s wealth list

Citywire Wealth Manager journalists John Schaffer, Caroline Hug, and Olivia Bybel breaksdown September’s biggest stories.

4 Oct 2023 21 min

River & Mercantile's Sym: Green tech is Europe's big tech moment

River & Mercantile European manager James Sym argues 'green tech is to Europe, what big tech was to the US in the last cycle’.

27 Sep 2023 20 min

The Silicon Valley bus tour that made Mark Baribeau bet big on AI

The manager of PGIM Global Equity Opportunities, which has bounced 24% year to date and remains one of the top performing global growth funds over a decade, discusses Nvidia, Tesla and ‘AI to the rescue’.

21 Sep 2023 32 min

Wealth Talk: Consolidation tech troubles, consumer duty casualties and Abrdn after Gars

Citywire Wealth Manager journalists discuss the top stories from the past month. 

6 Sep 2023 23 min