The Advice Show

Citywire
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

  1. 9月22日

    The Advice Show: Royal London's Jamie Jenkins

    Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted support, pencilled in for rollout from next April, is also discussed amid industry discussion over how it might shake up the landscape.

    31 分钟

  2. 9月19日

    Meet the CIO: Kevin Kidney, True Potential

    Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.

    34 分钟

  3. 9月9日

    The Advice Show - Matthew Sinclair

    Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.

    30 分钟

  4. 8月11日

    Meet the Advice CIO: Charlotte Watson, Attivo Investments

    In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.

    34 分钟

  5. 7月22日

    Meet the CIO: Will Geffen, Wise Investments

    Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.

    32 分钟

  6. 7月18日

    Catherine Foot from Standard Life

    Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support fits.

    25 分钟

  7. 6月26日

    'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles

    The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.

    31 分钟

  8. 6月13日

    The Advice Show: Dominic Rose of MKC Wealth

    On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.

    32 分钟
查看全部 150 集

关于

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

信息

  • 创作者
    Citywire
  • 活跃年份
    2017年 - 2025年
  • 单集
    150
  • 分级
    儿童适宜
  • 版权
    © Citywire
  • 节目网站
    The Advice Show

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