Wealth Unwrapped: The CISI

The CISI
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Wealth Unwrapped: The CISI

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

    9 JUL

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

    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 industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK financial services. Hosted on Acast. See acast.com/privacy for more information.

    24 min
  2. Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

    25 JUN

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

    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 strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  3. Andrea Montague, CEO of Brooks Macdonald - Part 2

    11 JUN

    Andrea Montague, CEO of Brooks Macdonald - Part 2

    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, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership. Hosted on Acast. See acast.com/privacy for more information.

    25 min
  4. Andrea Montague, CEO of Brooks Macdonald - Part 1

    28 MAY

    Andrea Montague, CEO of Brooks Macdonald - Part 1

    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 her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vision, this episode lays the groundwork for deeper discussions to come in Part 2. Hosted on Acast. See acast.com/privacy for more information.

    22 min
  5. Dean Proctor, CEO of 7IM - Part 2

    14 MAY

    Dean Proctor, CEO of 7IM - Part 2

    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 industry. He discusses the importance of intentionality in both business and life, and how his leadership philosophy has adapted in response to change. This thoughtful continuation offers listeners a candid look at how experience, adaptability, and purpose come together to guide the next chapter of success. Hosted on Acast. See acast.com/privacy for more information.

    22 min
  6. Dean Proctor, CEO of 7IM - Part 1

    30 APR

    Dean Proctor, CEO of 7IM - Part 1

    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 with intention, and leading in today’s evolving financial landscape. Hosted on Acast. See acast.com/privacy for more information.

    24 min
  7. Paul Stockton, CEO of Rathbones - Part 2

    16 APR

    Paul Stockton, CEO of Rathbones - Part 2

    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 shaped his approach to building and sustaining wealth. This thoughtful dialogue reveals valuable takeaways for aspiring leaders and anyone seeking clarity at the crossroads of finance, leadership, and long-term vision. Hosted on Acast. See acast.com/privacy for more information.

    26 min
  8. Paul Stockton, CEO of Rathbones - Part 1

    2 APR

    Paul Stockton, CEO of Rathbones - Part 1

    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, finance, and long-term success. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  9. Introduction

    SEASON 1 TRAILER

    Introduction

    In Episode 0 of Wealth Unwrapped, host Glenn Murphy introduces the podcast, offering a glimpse into conversations with top wealth management CEOs. Get ready for insights, strategies, and behind-the-scenes stories that will change the way you think about wealth. Hosted on Acast. See acast.com/privacy for more information.

    9 min

Trailer

About

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management. Hosted on Acast. See acast.com/privacy for more information.

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