The Wealth Show

As Middle East tensions mount, Stonehage Fleming's head of multi-asset Peter McLean reveals the specific macroeconomic catalyst the firm needs to see before rebalancing portfolios

Peter Clark, CEO of Bentley Reid, led the firm’s expansion into the Middle East and believes it will remain a hub for high net-worth individuals, despite the threat of escalating conflict in the region amid US and Israeli attacks on Iran.

One of the UK's best-known fund managers discusses setting up a boutique dedicated to value investing and the opportunities, from perceived AI losers to cheap American stocks, he's finding today.

Lord John Lee discusses why British people invest less than in any other G7 country and how he would start to change that.

Louis Coke, director of private clients at Charles Stanley, explores the key ways the role of the wealth manager is changing.

The Investment Association CEO discusses his 10-year tenure at the trade body and what the industry must focus on going forward.

The Citywire Wealth Manager team unpack the biggest stories of the past year.

Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth offering in 2026.

Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year.

Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030

Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to drive a new wave of advisers to adopt MPS, alongside the different trends he is seeing in the wider UK fund market.

Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.

Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPS

Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.

Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan Lobo

Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS.

Head of consumer investment Kate Tuckley discusses its ‘discovery-led’ exercise into high-risk retail products, and why the regulator reversed its crypto ETN ban.

This week, Gavekal's chief economist joins us live from the Citywire Wealth Manager Retreat to discuss Trump, inflation, and why the UK needs a total policy overhaul.

The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.

Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.

Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.

What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.

Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement.

Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.

Nine months into managing the UK Dynamic Equity Fund, Alex Savvides discusses takeover challenges, strategic bids, and where he sees new opportunities.

Dani Hristova, CEO of the Independent Investment Management Initiative (IIMI), explains how recent FCA proposals could change the game for boutique firms.

Nick Train discusses buying big into Rightmove, recent ‘pain’ for consumer sector holdings, and how his £1.4bn Finsbury Growth & Income investment trust can return to outperformance.

As the world of traditional finance and digital assets converge, Duncan Moir, traded a long career at Aberdeen for a role in the digital frontier. In this episode, Moir explains why wealth managers who fail to integrate digital assets into portfolios risk being fundamentally left behind in the race for future returns.

When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.

Nick Hulme, head of advisers, wealth and pensions at the FCA, discusses why the regulator is not an 'amorphous blob', and what its growth initiatives will look like for firms in real time.

Ken Wotton, Managing Director of Public Equity at Gresham House, and lead manager of Strategic Equity Capital discussed the significant undervaluation of UK wealth management firms, which feature prominently in his fund alongside the expectation for growth in the UK M&A market.

Launching a business is never easy, but launching during a global pandemic? Magnus’ Chief Investment Strategist, Georgie Ogilvie-Jones, joins us to talk through the highs, lows, and lessons from launching in lockdown.

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.

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.

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 discussion, along with the need for senior management to become proactive mentors.

George Latham, managing partner at Wheb Asset Management, joins us to discuss why the time was right to sell and whether the appetite for sustainable investing is waning.

Dan Hurdley, managing director of ARC Research, knows about the challenges in sourcing real MPS performance data better than most.

In this episode, William Marshall, chief investment officer at Hymans Robertson Investment services, discusses Trump’s tariffs and its impact on the UK market, and how the UK is in a better position than other market to navigate upcoming volatility.

Stacey Parsons, founder and chair of Investor Access to Regulated Markets (IARB), discusses the FCA’s recent plans to cut the red tape around corporate bonds.

Veteran fund manager, David Cumming, head of UK equities at BNY/Newton discusses his rather optimistic view on the ‘unloved’ UK market over the next year amidst Trump’s inauguration and how ‘the zeitgeist has moved past ESG’.

It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.

Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.

Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies.

What will be the endgame for SDR? The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.

How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to curate more sustainable portfolios.

Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.

Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey. In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contributions, prompting concern for many.