Inside Wealth

Welcome to another episode of the Executives in Wealth Management podcast. This week, your host Thomas Spencer sat down with James Dingwall, a Founder and CEO in the financial service and compliance spaces.  James shared his advice for people who are growing their businesses, including how to balance impostor syndrome and overconfidence, and the importance of trusting cultures in the wealth manage...

Welcome back to the Executives In Wealth Management podcast. Episode 13 features a fantastic conversation between your host, Thomas Spencer, and Svenja Keller, who is an independent financial advisor and coach, specialising in lifestyle choices.  The pair covered the importance of relationships and trust in the wealth management space, as well as finding your purpose through your four words.  They...

Welcome to another instalment of the Executives in Wealth Management podcast. This week, your host Thomas Spencer was joined by Pete Ridlington, the Founder and CEO of Ningi.  Pete shared his story of setting up Ningi, as well as the origin of its name.  The pair also talked about managing teams in a startup environment, the importance of pursuing passion projects at work and how tech works within...

Welcome to Episode 11 of the Executives in Wealth Management podcast. In this week’s episode, Thomas Spencer spoke to Kathryn Kendall, the Chief People Officer at Saltus, to talk about all things company culture.  They dug into Kathryn’s background and inspiration before uncovering the secrets to building a strong culture and HR’s place in facilitating that growth.  Listen in for a fantastic inter...

Welcome to another episode of the Executives in Wealth Management podcast. On Episode 10 your host, Thomas Spencer, was joined by the Head of Wealth Management at Handelsbanken Wealth & Asset Management, P K Patel.  The pair talked about leadership and management in the financial industry, including P K’s belief in leading from the back. The pair also covered several methods to bring your team...

Welcome to Episode 9 of the Executives in Wealth Management podcast. On this week’s episode, Thomas Spencer was joined by Ian White, Chief Executive Officer of Beckett Investment Management Group.  They had a fascinating conversation about why Beckett's have chosen to become a B Corp organisation, while diving into leadership topics such as company culture, starting a new role and Ian’s lesson...

Welcome to Episode 8 of the Executives in Wealth Management podcast. This week, your host, Thomas Spencer, was joined by Soondra Appavoo, the CEO of Craven Street Group.  During this episode the pair dive into the importance of doing the right thing, managing risk and reward and how to make your business attractive to a potential buyer.  Tune in for more fascinating insights from the wealth manage...

Welcome back to the Executives in Wealth Management podcast. This week, your host Tom Spencer was joined by Alan Smith, the CEO and Founder of Capital Asset Management.  In this episode they dive into Alan’s professional history and how he uses podcasts to gain clients and colleagues, as well as his advice for creating a scalable marketing strategy.  Tune in to learn more about another fascinating...

In this episode of the Executives in Wealth Management podcast Tom Spencer was joined by Eddy Reynolds, who is the Chief Executive Officer of Close Brothers Asset Management.  During the episode they talked about Eddie's approach to his own career, what strong communication looks like, and the importance of setting a North Star.  They also got to know Eddie on a personal level, including his e...

Episode 5 of the Executives in Wealth Management podcast saw our host, Tom Spencer, sit down with none other than Colin Lawson, the Founder and Partner at Equilibrium Financial Planning.    They did a deep dive on Colin’s family background and early career to uncover the steps that led to his success, covering everything from his struggles at school to the mindset that set him apart from his colle...

Welcome to Episode 4 of the Executives in Wealth Management podcast.  In this episode, Tom Spencer is joined by Ed Dymott, the Managing Director Wealth of Benchmark Capital. They talk about everything from Japanese philosophy to how poor management can lead to a single point of failure, and the nuances of operating as a non-executive director.  Listen in for some fantastic insights from seasoned i...

This episode is all about management. Tom Spencer sat down with Emma Watson, the Head Of Financial Planning & Advisory Services at Rathbones, to talk about what makes a successful leader in the wealth management sector. Emma’s experience covers over two decades of financial planning and support, including roles at Towry and Rathbones, where she leads the advisory services team. In this insight...

On our second episode of the Executives in Wealth Management podcast, your host, Tom Spencer, was joined by Eren Osman to talk about the importance of strong client relationships. Eren Osman is the Managing Director of Wealth Management at Arbuthnot Latham & Co, where he works with high profile clients to manage their financial portfolios. Eren shared his insights on cultivating the right mind...

Welcome to Episode One of the Executives in Wealth Management podcast. The podcast is hosted by Tom Spencer, the Director of Signia Search & Selection, the executive search firm specialising in the UK’s wealth management space. For our first episode, we were joined by Sarah Lord, the former President and current Adviser to The Personal Finance Society Board. We spoke about her early life and h...