Wealth Unwrapped: The CISI

In the final episode of Wealth Unwrapped , host Glenn Murphy concludes his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), reflecting on the future of the profession and the legacy of principled leadership. Tracy shares her perspective on what lasting progress in financial services looks like, from embedding ethical deci...

In Part 2 of Wealth Unwrapped , host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today. Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects...

In Part 1 of Wealth Unwrapped , host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services. Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. S...

In Part 2 of Wealth Unwrapped , host Glenn Murphy continues his conversation with Andy Steel, CEO of James Hambros & Partners , going deeper into the responsibilities of long-term wealth stewardship. Andy expands on how the firm supports clients through complex and often emotional decisions, and why trusted advice extends well beyond investment outcomes. He reflects on leadership, culture and...

In Part 1 of Wealth Unwrapped , host Glenn Murphy speaks with Andy Steel, CEO of James Hambros & Partners , about the realities of leading a modern wealth management firm. Andy reflects on supporting clients through complex and often personal financial decisions, and why long-term stewardship matters more than short-term performance. He also discusses balancing innovation with a highly persona...

In Part 2 of this special edition of Wealth Unwrapped , host Glenn Murphy resumes his conversation with Stuart Cummins, CEO of Nedbank Private Wealth, delving deeper into the realities of leading a modern private bank. Stuart expands on how the firm supports clients through complex, often emotional financial decisions, and why genuine stewardship goes far beyond investment performance. He reflects...

In this episode of Wealth Unwrapped , host Glenn Murphy sits down with Stuart Cummins, Chief Executive Officer of Nedbank Private Wealth, for a thoughtful exploration of what truly defines exceptional private banking in a rapidly evolving world. Stuart shares insights from his extensive career, reflecting on the responsibilities of leading a purpose-driven organisation and the importance of trust,...

In Part 2 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth , reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisatio...

In Part 1 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth , reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisatio...

In Part 2 of his conversation with host Glenn Murphy , Stewart Sanderson , CEO at Irwin Mitchell , shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape....

In Part 1 of his conversation with host Glenn Murphy , Stewart Sanderson , CEO at Irwin Mitchell , shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape....

In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management. Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing d...

In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning. Chris al...

In Part 2 of his conversation with host Glenn Murphy, Guy Matthews, CEO of Sarasin & Partners, dives deeper into the firm’s mission-driven approach to wealth and asset management. He explores how Sarasin balances commercial growth with a strong commitment to responsible investing, and how the team maintains focus on long-term value in a short-term world. Guy also discusses leadership in times...

In this episode of  Wealth Unwrapped , host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustaina...

In Part 2 of this insightful conversation,  Wealth Unwrapped  host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent d...

In this episode of  Wealth Unwrapped , host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first cul...

In this follow-up episode of  Wealth Unwrapped , Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the i...

In the latest installment of  Wealth Unwrapped , host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting...

In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams,...

In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive he...

In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the future of wealth management and the evolving role of leadership in finance.  Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the indu...

In Episode 3 of  Wealth Unwrapped , host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth...

In the second part of this premiere episode, host Glenn Murphy continues his conversation with Paul Stockton, CEO of Rathbones. Paul delves deeper into his personal wealth journey, offering candid reflections on the turning points that influenced his financial mindset. From his early career steps to leading one of the UK’s most respected wealth management firms, Paul unpacks the experiences that s...

In Episode 1 of  Wealth Unwrapped , host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, f...