Episodes

  • Ex-Morningstar CIO: Why thematic ETFs are always late to the party

    Ex-Morningstar CIO: Why thematic ETFs are always late to the party
    May 20 2026
    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.
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    29 mins
  • Why UK asset managers are no longer hot M&A targets

    Why UK asset managers are no longer hot M&A targets
    May 19 2026
    Tyndall IM’s James Sullivan explains why the ‘squeezed middle’ is a myth and why fund houses have lost their M&A premium.
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    20 mins
  • ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays

    ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays
    May 6 2026
    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.
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    23 mins
  • Netwealth CEO: Wealth firms need more than a digital facelift

    Netwealth CEO: Wealth firms need more than a digital facelift
    Apr 21 2026
    Nearly 10-years after launching as a disruptor in the wealth space, CEO Charlotte Ransom explains why NetWealth is still ahead of the competition.
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    25 mins
  • The 'Succession' effect tearing apart UHNW families

    The 'Succession' effect tearing apart UHNW families
    Apr 7 2026
    A new report from BDO reveals first-generation wealth creators are facing an 'existential crisis' when it comes to succession plans.
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    27 mins
  • $100 oil and a closed Strait: What Stonehage Fleming is watching next

    $100 oil and a closed Strait: What Stonehage Fleming is watching next
    Mar 27 2026
    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
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    26 mins
  • Dubai can and will bounce back stronger, insists Bentley Reid CEO

    Dubai can and will bounce back stronger, insists Bentley Reid CEO
    Mar 10 2026
    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.
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    29 mins
  • Ben Whitmore on Brickwood's break-out year and contrarian US buys

    Ben Whitmore on Brickwood's break-out year and contrarian US buys
    Feb 26 2026
    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.
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    32 mins