Citywire The Wealth Show

The Wealth Show

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
Weekly English United Kingdom Business · Investing
233 Episodes
100 – 120

Schroders' Noffke - FTSE is a poor proxy for UK economy

Earlier this week Sue Noffke, head of UK equities at Schroders, spoke about investing in the UK market, despite recessionary fears. She looked at why FTSE large laps aren’t necessarily tied to the health of the UK economy, but also why some mid-caps shouldn’t be disregarded.
15 Jun 2022 19 min

Private equity offers double the returns, if you can stomach the illiquidity

Daniel Pinto, founder, chairman & CEO of Stanhope Capital Group spoke to Citywire’s Christopher Johnson about why he is bullish on private equity. Pinto also discussed the impact of inflation on the global economy and why he does not think high levels of inflation will be a permanent feature going…
1 Jun 2022 17 min

Newton’s Munro: My team spotted my stress before I did

Newton’s CEO Euan Munro spoke to John Schaffer about how physical health can be a warning sign for degrading mental health. He spoke candidly about how he developed Bell's Palsy as a fund manager during the financial crisis, due to the immense stresses of the job.
18 May 2022 19 min

Desert Island Fund Picks: BRI's CEO is still bullish on emerging markets

In this episode of desert island fund picks, Dan Boardman-Weston, CEO and CIO of BRI Wealth Management, names his top strategies for the next year. The following clip is an extract from a profile interview that will be available on the Citywire Wealth Manager website later this month, where we…
4 May 2022 7 min

‘Looking beyond the noise’: Sanlam's Pinggera on renewable infrastructure

Head of multi-strategy at Sanlam Investments UK, Mike Pinggera, joined Citywire to discuss the Sanlam Real Assets fund’s allocation in renewable energy and his outlook on the clean energy sector following the war in Ukraine. Almost a third of the fund’s weighting is in renewable energy. 60% of this allocation…
27 Apr 2022 12 min

Rathbone bond boss: ‘Ethical investing is like religion’

Bryn Jones, head of fixed income at Rathbones discussed how he has managed his £2.5bn Ethical Bond fund under strenuous market conditions. The strategy, which the Citywire AA-rated manager runs alongside Noelle Cazalis, was launched almost 20 years ago, before the creation of the UN’s Sustainable Development Goals (SDGs).
20 Apr 2022 19 min

Why Fidelity partnered with PE fintech Moonfare

Fidelity signed a partnership with fintech platform Moonfare and invested in the company in October. As part of the tie-up, Fidelity’s clients are able to access Moonfare’s platform, and therefore invest in private equity funds that are on there. Christian Staub, managing director for Europe at Fidelity, says client demand…
13 Apr 2022 25 min

Raymond James CEO - 'We knocked on Charles Stanley's door for seven years'

Raymond James CEO Paul Reilly speaks about the firm’s £279m deal to buy Charles Stanley. Multimedia editor John Schaffer caught up with Paul last week at a restaurant in London where they also spoke about valuations in the UK wealth market. It’s worth noting that the conversation was recorded before…
6 Apr 2022 21 min

Brooks Macdonald CEO - Culture, deal rumours, and tech transition woes

Brooks Macdonald chief executive Andrew Shepherd has said his firm may have set over-ambitious goals for its switch to a new operating system. During a visit to Citywire Studios, Shepherd spoke about the delay in the transition to SS&C Technologies software, which increased the wealth firm’s costs, as it missed…
30 Mar 2022 30 min

Investing in 5G - Western countries are far behind China

In this episode YT Boon, manager of the Neuberger Berman 5G Connectivity fund, looks at the opportunities in this emerging sector, and explains why performance has been more challenging of late, even in comparison with other tech funds. It’s worth noting that this podcast was recorded becore Russia invaded Ukraine…
23 Mar 2022 14 min

David Olusoga - The legacies of Empire live on in UK financial services

Christopher Johnson sat down with the author of Black and British: A Forgotten History and renowned broadcaster, David Olusoga OBE. Recorded at the Citywire Wealth Manager Conference & Awards, Olusoga discusses the legacies of the British Empire on the UK’s financial services industry, the importance of understanding these histories for…
16 Mar 2022 11 min

Helena Morrissey: I won't quit until 1 in 3 fund managers are women

Dame Helena Morrissey discussed the lack of diversity in the fund industry and how her initiative, The Diversity Project, aims to promote a new image of fund management that is representative of society at large. Morrissey experienced discrimination after being passed over for her first promotion following her maternity leave…
9 Mar 2022 19 min

Man GLG's Scott - US high yield is too expensive

In this episode Michael Scott, manager of the Man GLG High Yield Opportunities fund, looks at which regions are offering the best rewards at the lower end of the debt market, He also speaks about some of the poorer quality issuances that have entered into the high yield space recently…
2 Mar 2022 15 min

Investing in the Metaverse: Would you buy a virtual Gucci bag?

Majedie fund manager Tom Morris talks about the Metaverse, and he is investing in the new wave of the internet. We also speak about how luxury brands like Gucci, Louis Vuitton and Burberry are rolling out virtual products in these new digital spaces.
16 Feb 2022 19 min

Blue Whale's narrow escape from Meta and PayPal's mega drop

Stephen Yiu, manager of the Blue Whale Growth fund, spoke about his narrow escape from both Meta and PayPal’s dismal share price dips last week. At the end of June last year, Facebook was the third largest holding in Blue Whale Growth at 6.9%. However, Yiu said that he had…
9 Feb 2022 20 min

How Schoders Capital intends to democratise private equity

Traditional asset managers have ramped up efforts to expand their private markets divisions, not only targeting institutions with their products but also leveraging their existing relationships with wealth managers and advisers to launch funds targeting this growing segment of customers. Schroders Capital has made sure that it is leading this…
2 Feb 2022 18 min

Why Canada Life's Sriharan is still bullish on tech and private equity

Jordan Sriharan speaks about his move from Canaccord Genuity to Canada Life Asset Management; and how he’s tackling inflation as a multi asset investor. We look at his holdings in major private equity firms, and why he hasn’t written of big tech. Microsoft is discussed later in this podcast, and…
26 Jan 2022 20 min
100 – 120