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Artwork for The Wealth Show

The Wealth Show

Citywire
Wealth Management
Wealth Management 2030
Regulation (AGBR, Consumer Duty)
HSBC
Investment Association
Value Investing
Stonehage Fleming
Artificial Intelligence
Netwealth
Etfs
Retail Investment Campaign
Passive Investing
UK Asset Management
Tokenisation; Distributed Ledger Technology
Education and Consumer Wealth Literacy
Wealth Academy
London Business School
Financial Literacy
Regulation and Policy
Digitalization / Tokenization

Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.

PublishesTwice monthlyEpisodes229Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Wealth Show

Latest Episodes

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.

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Dan Kemp
Founder of Portfolio Thinking and ex-CEO of Morningstar
Morningstar (former CEO) / Portfolio Thinking
Episode: Ex-Morningstar CIO: Why thematic ETFs are always late to the party
James Sullivan
Head of Partnerships at Tyndall Investment Management
Tyndall Investment Management
Episode: Why UK asset managers are no longer hot M&A targets
Will Hobbs
CIO at Brooks Macdonald (formerly head of multi-asset wealth at Barclays)
Brooks Macdonald
Episode: ‘Brooks was exactly what I was looking for’: Why new CIO Will Hobbs joined from Barclays
Charlotte Ransom
CEO at NetWealth
NetWealth
Episode: Netwealth CEO: Wealth firms need more than a digital facelift
Elsa Littlewood
Tax partner at BDO
BDO
Episode: The 'Succession' effect tearing apart UHNW families
Peter McLean
Head of multi-asset portfolio solutions at Stonehage Fleming
Stonehage Fleming
Episode: $100 oil and a closed Strait: What Stonehage Fleming is watching next
Peter Clark
CEO of Bentley Reid
Bentley Reid
Episode: Dubai can and will bounce back stronger, insists Bentley Reid CEO
Ben Whitmore
Investor, founder of Brickwood Asset Management
Brickwood Asset Management
Episode: Ben Whitmore on Brickwood's break-out year and contrarian US buys
John Lee, Lord Lee of Trafford
Active parliamentarian and private investor; UK's first ISA millionaire
Independent investor and public figure
Episode: Why the UK’s first ISA millionaire thinks we need a Dragons’ Den for investing

Host

Grace; Sophie Downs; Jeremy
Primary hosts delivering industry insights with a focus on wealth management, asset allocation, and market dynamics.

Reviews

4.5 out of 5 stars from 12 ratings
  • compelling

    They might sound dull, but some of the wealth managers had other careers before joining this industry. I very much enjoyed the podcasts and have learned a little that helps with managing my own retirement pot!

    Apple Podcasts
    5
    Stuart Herroitt Watson
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests are credible, with seasoned perspectives on markets and client concerns.
Listeners appreciate the deeper industry insight and real-world applicability for wealth-advisory practice.
Some episodes balance high-level theory with practical takeaways for wealth planning and cross-border advisory.

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Talking Points

Recent interactions between the hosts and their guests.

This is how wealth managers should be preparing for 2030
Q: So Alistair, before we get into the details, tell us briefly what are the big headline changes for wealth management in 2030? What does the global landscape look like?
Alistair highlights enduring themes such as the global shift in where wealth is concentrated (notably Asia), greater diversification into alternatives, rising client expectations, ongoing consolidation, and accelerated regulatory scrutiny. He frames 2030 as a practical planning horizon rooted in client discussions and macro insights, aiming to guide firms on where to invest today for leadership and ROI.
IA’s Chris Cummings: Retail investing is not just an advertising campaign
Q: What would you miss most about your role at the Investment Association?
The people and the team; a group of subject-matter experts who care deeply about the industry and investors. Representing an industry committed to innovation and doing the right thing for the investor will be what I miss most, along with the sense of purpose and the collaborative environment with colleagues.
IA’s Chris Cummings: Retail investing is not just an advertising campaign
Q: So 10 years as CEO of the Investment Association, where do you think you've had the most impact?
The most significant impact has been moving away from safetyism in policy and regulation, and engaging regulators by unpacking how investment management actually works, which has helped establish the IA as a credible, data-driven voice that champions both investor protection and industry innovation.
Ben Whitmore on Brickwood's break-out year and contrarian US buys
Q: How do you view AI's impact on investment and financial advice?
The guest suggests that AI can handle non-value-added tasks and improve data processing, but human judgment remains essential for evaluating individual companies and determining franchise durability. He foresees AI augmenting the process rather than replacing the need for disciplined investment thinking.
Ben Whitmore on Brickwood's break-out year and contrarian US buys
Q: What is different today at Brickwood compared with your time at Jupiter or Schroders?
Ben emphasizes that the core value-investing philosophy remains the same, but Brickwood has consolidated data and improved governance, processes, and team cohesion to support a more rigorous, institutional-grade operation while keeping the same overarching investment approach.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Wealth Show

What is The Wealth Show about and what kind of topics does it cover?

The show concentrates on high-level wealth management, asset management, and investment strategy, with frequent dives into how firms structure portfolios, engage clients, and navigate regulatory and geopolitical shifts. Episodes often feature senior executives and industry experts discussing themes such as ETFs and thematic investing, bespoke multi-asset solutions, hybrid wealth models, succession planning for UHNW families, and cross-border wealth management. A notable throughline is the blend of practical client-focused guidance with macro context—covering technology, AI, regional hubs like Dubai, and the evolving role of wealth managers in a complex, aging society. The format tends to mix governance and strategy with perspectives on care... more

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Which podcasts are similar to The Wealth Show?

These podcasts share a similar audience with The Wealth Show:

1. Investors' Chronicle
2. Merryn Talks Money
3. AJ Bell Money & Markets
4. On The Money
5. MoneyWeek Talks

How many episodes of The Wealth Show are there?

The Wealth Show launched 8 years ago and published 229 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Wealth Show?

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What guests have appeared on The Wealth Show?

Recent guests on The Wealth Show include:

1. Dan Kemp
2. James Sullivan
3. Will Hobbs
4. Charlotte Ransom
5. Elsa Littlewood
6. Peter McLean
7. Peter Clark
8. Ben Whitmore

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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