Wealth CEO Podcast: Is vertical integration really best for clients?

Loading player...
In this podcast special of our recent CEO Wealth Tapes series five wealth bosses discuss the pros and cons of vertical integration.

Lawrence Lever, Citywire chair – 00:05
Dylan Lobo, Online editor Wealth Manager, 00:22
Paul Feeney, Quilter CEO, 01:00
David Ferguson, Nucleus Financial Group CEO, 01:50
Andy Bell, AJ Bell CEO, 07:00
Christian Berchem, CEO Credit Suisse (UK), 12.30
Richard Charnock, CEO Aberdeen Standard Capital, 17.30
3 Dec 2019 English United Kingdom Business · Investing

Other recent episodes

How are wealth firms integrating their businesses?

With consolidation rife in the wealth industry, integration has never been more important. In this episode, we’re joined by Carl Woodward, co-founder of Simplify Consulting, to find out just how firms are addressing these integration challenges, consumer duty, and acquisition drivers.
28 Mar 26 min

Lord Darroch on ‘Trump unleashed’, trade war & Russia-Ukraine fallout

The former British ambassador to the US Lord Kim Darroch joins The Wealth Show to talk all things Trump, democracy under threat, and Elon Musk’s firing spree. This episode was recorded live from the Wealth Manager Conference & Awards 2025, where Darroch delivered a keynote address.
21 Mar 24 min

IWD 2025: A systemic issue that still needs addressing

Women are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female. For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of…
13 Mar 15 min