Wealth Unwrapped: The CISI

In the final episode of Wealth Unwrapped, host Glenn Murphy concludes his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), reflecting on the future of the profession and the legacy of principled leadership.Tracy shares her perspective on what lasting progress in financial services looks like, from embedding ethical decision-making and public trust to preparing the next generation of advisers for an increasingly complex world. She discusses resilience, adaptability and purpose, and the role leaders play in shaping cultures that endure beyond individuals.Considered and reflective, Part 3 brings the series to a close with clear insights into the values, vision and long-term impact driving Tracy’s work and the CISI’s mission to uphold standards and professionalism across the industry. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of Wealth Unwrapped, host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services.Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. She discusses the importance of ethics, standards and lifelong learning, and how the CISI supports advisers and firms in navigating regulatory change, technological disruption and rising public expectations.Thoughtful and insightful, Part 1 sets the scene for a deeper exploration of purpose, trust and culture in wealth management, offering listeners a clear perspective on what good leadership looks like in a changing industry. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of Wealth Unwrapped, host Glenn Murphy speaks with Andy Steel, CEO of James Hambros & Partners, about the realities of leading a modern wealth management firm.Andy reflects on supporting clients through complex and often personal financial decisions, and why long-term stewardship matters more than short-term performance. He also discusses balancing innovation with a highly personalised approach, navigating regulatory change, and building a culture rooted in trust, judgement and long-term thinking.Concise and insightful, Part 1 sets the scene for a deeper conversation on leadership, purpose and the evolving role of wealth management. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Wealth Unwrapped, host Glenn Murphy sits down with Stuart Cummins, Chief Executive Officer of Nedbank Private Wealth, for a thoughtful exploration of what truly defines exceptional private banking in a rapidly evolving world. Stuart shares insights from his extensive career, reflecting on the responsibilities of leading a purpose-driven organisation and the importance of trust, clarity, and human connection in wealth management.The conversation spans the changing expectations of high-net-worth clients, the role of technology in enhancing—not replacing—advice, and how private banks can better support families across generations. Stuart also discusses the leadership principles that guide him, the value of long-term thinking, and how Nedbank Private Wealth is positioning itself for the future.Engaging, grounded, and forward-looking, this episode offers practical wisdom for wealth professionals and clients alike. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning.Chris also speaks about the lessons he’s learned from guiding families and entrepreneurs through different stages of their financial lives, and the importance of balancing technical expertise with empathy. The discussion touches on the evolving role of an adviser, the impact of technology on client relationships, and how the industry can adapt to serve the next generation of investors.An engaging and candid conversation that sets the stage for a deeper dive into the values and strategies shaping modern wealth management. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Wealth Unwrapped, host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustainability. He discusses the importance of purpose in investment management and how a values-led approach shapes both client relationships and company culture. It’s an engaging look at what it means to lead with conviction in today’s evolving financial landscape. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world. Hosted on Acast. See acast.com/privacy for more information.

In the latest installment of Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future. Hosted on Acast. See acast.com/privacy for more information.

In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vision, this episode lays the groundwork for deeper discussions to come in Part 2. Hosted on Acast. See acast.com/privacy for more information.

In Episode 3 of Wealth Unwrapped, host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth with intention, and leading in today’s evolving financial landscape. Hosted on Acast. See acast.com/privacy for more information.

In Episode 1 of Wealth Unwrapped, host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, finance, and long-term success. Hosted on Acast. See acast.com/privacy for more information.