The Wealth Show

Live from Citywire’s Windsor retreat, Professor Sarah Harper breaks down the shifting demographic landscape and explains how wealth managers need to adapt.

Simon Adler, head of global value equities at Schroders, shares what he has changed since taking over the team and why axing the ‘distracting’ Emerging Markets Value fund was the right call.

After securing FCA approval for targeted support, Barclays’ Sid Azad sets the record straight on M&A rumours and the bank's organic growth strategy in wealth management.

HSBC's Willem Sels discusses how concerned to be about rising bond yields and the risk, and reality, of investment portfolios becoming 'one big AI trade'.

The CEO of Federated Hermes Limited discusses confused thinking on sustainable investing and how to succeed in emerging markets.

Citywire Wealth Manager Top 100 star Jonathan Unwin shared what turns him away from a fund and what his best recent asset allocation call was.

Joe Studwell, whose work on growth in developing countries has won fans from Baillie Gifford to Bill Gates, says countries like Ethiopia could soon become interesting to investors.

Rich Pzena talks building his £64bn firm, his deep-value playbook and current market opportunities. 

Nicolas Syz discusses his first few months in the role at the bank founded by his father and the modern challenges for a Swiss boutique.

Patrick Farrell talks team integration, portfolio positioning, and his biggest worry about markets. 

Mike Biggs, head of macro strategy at Ruffer, explains his credit impulse thesis and why he believes that more private borrowing and bank deregulation can be key to kickstarting economic growth.

Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.

Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.

Will Hobbs, CIO of Brooks Macdonald, joined the UK wealth firm last month, having worked at Barclays for more than two decades. He shares why he moved, his first impressions of his team and why he holds a contrarian view on emerging markets.

Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition. 

A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.

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.