Wealth Unwrapped: The CISI

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

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 future of wealth management and the evolving role of leadership in finance.Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the industry. He discusses the importance of intentionality in both business and life, and how his leadership

In Episode 3 ofWealth 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

In the second part of this premiere episode, host Glenn Murphy continues his conversation with Paul Stockton, CEO of Rathbones. Paul delves deeper into his personal wealth journey, offering candid reflections on the turning points that influenced his financial mindset. From his early career steps to leading one of the UK’s most respected wealth management firms, Paul unpacks the experiences that shaped his approach to building and sustaining wealth. This thoughtful dialogue reveals valuable

In Part 1 of Episode 1 ofWealth 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.

In Episode 0 ofWealth Unwrapped, host Glenn Murphy introduces the podcast, offering a glimpse into conversations with top wealth management CEOs. Get ready for insights, strategies, and behind-the-scenes stories that will change the way you think about wealth. Hosted on Acast. See acast.com/privacy for more information.