Coffee In St James's

In this episode of Coffee in St. James's, host Rob Hartley speaks with Alex Canham, a Partner at law firm Herrington Carmichael, about the current state and future of the UK wealth management industry. They discuss the health of the industry, trends in mergers and acquisitions (M&A), key players, and the importance of preparation and alignment in successful transactions. Th...

In this episode of Coffee in St. James's, host Rob Hartley speaks with Emyr Blease, a Director at MKC Wealth, about the current state and future of the UK wealth management industry. They discuss the increasing demand for financial advice, the challenges of an ageing adviser population, and the ongoing trend of consolidation within the industry. Emyr shares insights on the impo...

In this episode of Coffee in St. James's, host Rob Hartley speaks with Carmen Reichman, multimedia editor at FT Advisor, about the current state and future of the UK wealth management industry. They discuss the health of the industry, the challenges faced by financial advisors, the impact of demographics, and the trends shaping the future, including the influence of AI and the intergenerational we...

In this episode of Coffee in St James's, Rob speaks with Victoria Carroll, the Chief Marketing Officer of newly-merged wealth management firm, W1M. They discuss the current health of the UK wealth management industry, the impact of technology, rising client expectations and the importance of effective marketing strategies. Victoria shares insights on the role of events, content creation, social me...

In this episode of Coffee in St James's, Anthony Villis, Managing Director of First Wealth, discusses the current state and future of the UK wealth management industry with Rob. He shares insights on the health of the industry, the impact of consolidation, growth strategies for firms, the importance of social media and personal branding, the significance of B Corporation designation, the challenge...

In this episode of Coffee in St James's, Rob discusses the current state and future of the UK wealth management industry with Vanessa Barnes, founder of independent financial advisory firm, Hannay Wealth. They explore the industry's health, the evolution of financial advice, the importance of authenticity, client retention strategies, the impact of technology and the significance of the Women's We...

Coffee in St James’s is a brand new series from Warden Consulting, focusing on marketing and growth of wealth management businesses. In the series, you’ll hear from advisors, sales directors and marketers within the wealth management industry.  Presented by Rob Hartley, founder of Warden, it will explore the changing industry, intergenerational wealth transfer, the biggest challenges fac...