Wealth Unwrapped: The CISI artwork

Mathematics · The CISI

Wealth Unwrapped: The CISI

by The CISI

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Latest episodes

Showing 20 · updated from the feed

Tracy Vegro OBE, CEO of The CISI - Part 3

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 Securi

Apr 1
37 min

Tracy Vegro OBE, CEO of The CISI - Part 2

In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Inve

Mar 18
28 min

Tracy Vegro OBE, CEO of The CISI - Part 1

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

Mar 4
24 min

Andy Steel, CEO of James Hambros & Partners - Part 2

In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Andy Steel, CEO of James Hambros & Partners, going deeper into the responsibilities of lo

Feb 18
32 min

Andy Steel, CEO of James Hambros & Partners - Part 1

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.

Feb 4
36 min

Stuart Cummins, CEO of Nedbank Private Wealth - Part 2

In Part 2 of this special edition of Wealth Unwrapped, host Glenn Murphy resumes his conversation with Stuart Cummins, CEO of Nedbank Private Wealth, delving deeper into

Jan 21
30 min

Stuart Cummins, CEO of Nedbank Private Wealth - Part 1

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 w

Dec 17 2025
39 min

Matt Handley, CEO of Handelsbanken Wealth - Part 2

In Part 2 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

Dec 3 2025
23 min

Matt Handley, CEO of Handelsbanken Wealth - Part 1

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

Nov 24 2025
27 min

Stewart Sanderson, CEO of Irwin Mitchell - Part 2

In Part 2 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 manageme

Nov 6 2025
31 min

Stewart Sanderson, CEO of Irwin Mitchell - Part 1

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 manageme

Oct 22 2025
34 min

Guy Matthews, CEO of Sarasin & Partners - Part 2

In Part 2 of his conversation with host Glenn Murphy, Guy Matthews, CEO of Sarasin & Partners, dives deeper into the firm’s mission-driven approach to wealth and asset ma

Sep 3 2025
23 min

Guy Matthews, CEO of Sarasin & Partners - Part 1

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 prin

Aug 20 2025
20 min

David Esfandi, CEO of Canaccord Wealth - Part 2

In Part 2 of this insightful conversation, Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. Thi

Aug 6 2025
20 min

David Esfandi, CEO of Canaccord Wealth - Part 1

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 leaders

Jul 23 2025
21 min

Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

In this follow-up episode of Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they

Jul 9 2025
24 min

Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

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 care

Jun 25 2025
27 min

Andrea Montague, CEO of Brooks Macdonald - Part 2

In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s

Jun 11 2025
25 min

Andrea Montague, CEO of Brooks Macdonald - Part 1

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,

May 28 2025
21 min

Dean Proctor, CEO of 7IM - Part 2

In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the

May 14 2025
21 min

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#13
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30
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#45 ▼ 6 Mathematics US

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