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 Citywire

233 Episodes

220 – 233

Episode 1: First 100 days as CEO: Jupiter's Andrew Formica talks to Wealth Manager

Andrew Formica talks to Wealth Manager about the challenges that came with the top job at Jupiter AM and explains his plans for the future

24 Oct 2019 28 min

AAA-Paul Jourdan: how a fund epistemologist with a violin rises to the top

A recent data crunch by Citywire revealed that Jourdan and co-manager David Stevenson, managers of the TB Amati UK Smaller Companies fund, has been AAA-rated by Citywire for 45 consecutive months, the longest streak out of the 15,000 or so manager Citywire tracks. In this Podcast Jourdan discuss some of…

15 Oct 2019 31 min

Episode 10: Walking with: David Miller, investment director at Quilter Cheviot

Keen cyclist, runner and Londoner David Miller, investment director at Quilter Cheviot, meets Wealth Manager’s Eleanor Mahmoud for a walk around the Serpentine in Hyde Park. Well known for his award winning written series ‘Diary of a Fund Manager’, he tells the story of where it came from, the journey…

7 Jun 2018 19 min

Episode 9: Walking with: Julie-Ann Ashcroft, head of investments at Standard Life Wealth

Northern lass Julie-Ann Ashcroft takes Eleanor Mahmoud on a walk around Shorne Park in Kent, home to Cardiac Hill. With a scientific background looking for enzymes in the skin, Julie-Ann explains what drew her from pharmacology to the world of investments and how she find that quite significant industry shift…

24 May 2018 19 min

Episode 8: Walking with: Matt Phillips, managing director at Thomas Miller Wealth Management

On home turf in London on a very wet and windy day, Matt Phillips, managing director at Thomas Miller, takes Wealth Manager’s Eleanor Mahmoud for a scenic 3 mile walk starting at the Tower of London. Walking past London Bridge, Millennium Bridge and through the City , he waxes lyrical…

10 May 2018 21 min

Episode 7: Walking with Mary Coughlan, investment manager at Redmayne Bentley, Glasgow

Join us as we walk around the quieter end of Glasgow city centre with Mary Coughlan from Redmayne Bentley. Originally a scientist, she tells us how she made the leap into investment management and discusses the ongoing gender imbalance, exclaiming how the lack of females is a massive loss to…

19 Apr 2018 17 min

Episode 6: Walking with: Aidan Butler, private client head at Standard Life Wealth, Leeds

In this episode, we whizz up to Yorkshire to meet Aidan Butler, head of Standard Life Wealth’s Leeds office. Walking past the River Wharfe and looking over the Dales, Butler discusses the office’s charity partnerships and involvement with ‘Leeds Leads: Healthy Minds for a Thriving City’, an initiative also supported…

6 Apr 2018 23 min

Episode 5: Walking with: Greg Mahon, regional director at Rathbones, Chichester

Actively involved with a local charity helping homelessness, Greg Mahon tells Wealth Manager’s Eleanor Mahmoud why he chose to work with such a cause and what it means to him. Rathbone’s regional director and head of its Chichester office also explains who has inspired him on his journey in the…

22 Mar 2018 20 min

Episode 4: Walking with: Lorne Baring, managing director at B Capital in Oxfordshire

Walking around Ardington House in Oxfordshire, Wealth Manager’s Libby Ashby gets to know the incredibly well travelled Lorne Baring, managing director of B Capital. As an ultra-high net worth investment manager using almost entirely ETFs, Lorne shares an insight into the business, as well as the countries it has taken…

8 Mar 2018 19 min

Episode 3 – Walking with: Louis Coke, senior investment manager at Charles Stanley, Guildford

Walking around Newlands Corner in the North Downs, Louis Coke tells Wealth Manager’s Suzie Bliss why he loves the greenery of Guildford and why investment management is a good career option for the younger generation. They discuss some rocky investment holdings and cross paths with quite a few dogs on…

22 Feb 2018 21 min

Episode 2 – Walking with: Ben Gutteridge, head of fund research at Brewin Dolphin, London

Suzie Bliss meets Brewin Dolphin’s Ben Gutteridge in London’s Regents Park. He divulges his expertise behind hosting Brewin Dolphin’s own podcast, the memorable guests he’s interviewed and whether he’s got anyone’s name wrong. We also discover his rise through fund selection and Ben reveals the best lesson he’s learnt in…

8 Feb 2018 27 min

Episode 1 - Walking with: Mark Little, Investment Director At Tcam In Edinburgh

Suzie Bliss goes for a walk around Edinburgh’s The Meadows with Tcam’s Mark Little. She uncovers Little’s fascinating career from accountant and qualified South African game ranger to fund manager before settling in the private client investment management world.

22 Jan 2018 27 min

Exclusive preview and highlights

The On the Road team are launching a brand new podcast - Walking with Wealth Managers. Donning their trainers and hitting the walking tracks, they take to the great outdoors with some willing interviewees. Here are some bite size highlights from their recordings and a preview of what’s to come…

15 Jan 2018 1 min