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PODCAST

Wealth Unwrapped: 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.

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All Episodes

28:59

Tracy Vegro OBE, CEO of The CISI - Part 2

Wealth Unwrapped: The CISI ·

2026/03/18

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 & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today.Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects on how leaders can support advisers through increasing complexity, scrutiny and change. She also

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24:27

Tracy Vegro OBE, CEO of The CISI - Part 1

Wealth Unwrapped: The CISI ·

2026/03/04

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

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32:27

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

Wealth Unwrapped: The CISI ·

2026/02/18

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 long-term wealth stewardship.Andy expands on how the firm supports clients through complex and often emotional decisions, and why trusted advice extends well beyond investment outcomes. He reflects on leadership, culture and judgement, and the importance of building teams that think generationally while adapting to regulatory

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36:50

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

Wealth Unwrapped: The CISI ·

2026/02/04

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

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30:25

Stuart Cummins, CEO of Nedbank Private Wealth - Part 2

Wealth Unwrapped: The CISI ·

2026/01/21

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 the realities of leading a modern private bank.Stuart expands on how the firm supports clients through complex, often emotional financial decisions, and why genuine stewardship goes far beyond investment performance. He reflects on balancing innovation with personalised service, and how Nedbank Private Wealth is navigating shifts in

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39:57

Stuart Cummins, CEO of Nedbank Private Wealth - Part 1

Wealth Unwrapped: The CISI ·

2025/12/17

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

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23:09

Matt Handley, CEO of Handelsbanken Wealth - Part 2

Wealth Unwrapped: The CISI ·

2025/12/03

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 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

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27:30

Matt Handley, CEO of Handelsbanken Wealth - Part 1

Wealth Unwrapped: The CISI ·

2025/11/24

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

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31:44

Stewart Sanderson, CEO of Irwin Mitchell - Part 2

Wealth Unwrapped: The CISI ·

2025/11/06

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 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

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34:32

Stewart Sanderson, CEO of Irwin Mitchell - Part 1

Wealth Unwrapped: The CISI ·

2025/10/22

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

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28:17

Chris Fisher, CEO of Multrees Investor Services - Part 2

Wealth Unwrapped: The CISI ·

2025/10/07

In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management.Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing demand for purpose-driven financial advice.He expands on the evolving responsibilities of advisers today,

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31:07

Chris Fisher, CEO of Multrees Investor Services - Part 1

Wealth Unwrapped: The CISI ·

2025/09/24

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

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23:02

Guy Matthews, CEO of Sarasin & Partners - Part 2

Wealth Unwrapped: The CISI ·

2025/09/03

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 management. He explores how Sarasin balances commercial growth with a strong commitment to responsible investing, and how the team maintains focus on long-term value in a short-term world. Guy also discusses leadership in times of change, the future of sustainability in finance, and why aligning investment decisions with client

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20:44

Guy Matthews, CEO of Sarasin & Partners - Part 1

Wealth Unwrapped: The CISI ·

2025/08/20

In this episode ofWealth 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

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20:38

David Esfandi, CEO of Canaccord Wealth - Part 2

Wealth Unwrapped: The CISI ·

2025/08/06

In Part 2 of this insightful conversation,Wealth Unwrappedhost Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without

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21:21

David Esfandi, CEO of Canaccord Wealth - Part 1

Wealth Unwrapped: The CISI ·

2025/07/23

In this episode ofWealth 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

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24:07

Paul Abberley, CEO of Raymond James Wealth Management...

Wealth Unwrapped: The CISI ·

2025/07/09

In this follow-up episode ofWealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing

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27:04

Paul Abberley, CEO of Raymond James Wealth Management...

Wealth Unwrapped: The CISI ·

2025/06/25

In the latest installment ofWealth 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

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25:16

Andrea Montague, CEO of Brooks Macdonald - Part 2

Wealth Unwrapped: The CISI ·

2025/06/11

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 perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from

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21:32

Andrea Montague, CEO of Brooks Macdonald - Part 1

Wealth Unwrapped: The CISI ·

2025/05/28

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

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