Episodios

  • IIMI CEO: These are the biggest challenges boutique face

    IIMI CEO: These are the biggest challenges boutique face
    May 27 2025
    Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.
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    18 m
  • Nick Train: The two things my funds need to bounce back

    Nick Train: The two things my funds need to bounce back
    May 21 2025
    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.
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    19 m
  • Ex-Aberdeen leader on why wealth firms can't ignore digital assets

    Ex-Aberdeen leader on why wealth firms can't ignore digital assets
    May 14 2025
    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 future returns.
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    28 m
  • Part 2: The FCA answers your questions

    Part 2: The FCA answers your questions
    May 8 2025
    When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.
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    13 m
  • FCA on red tape cuts: This is just the start

    FCA on red tape cuts: This is just the start
    May 6 2025
    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.
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    26 m
  • Gresham House: Brooks set to be 'very attractive' takeover candidate

    Gresham House: Brooks set to be 'very attractive' takeover candidate
    Apr 24 2025
    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.
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    27 m
  • ‘Everybody has to pull together’: Magnus on launching during COVID-19

    ‘Everybody has to pull together’: Magnus on launching during COVID-19
    Apr 11 2025
    Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, joins us to talk through the highs, lows, and lessons from launching in lockdown.
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    22 m
  • How are wealth firms integrating their businesses?

    How are wealth firms integrating their businesses?
    Mar 28 2025
    With consolidation rife in the wealth industry, integration has never been more important.

    In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.
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    27 m