The Wealth Show

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.

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.