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Artwork for The Wealth Show

The Wealth Show

Citywire
Wealth Management
Etfs
Artificial Intelligence
Value Investing
Pensions
HSBC
Investment Association
Wealth Management 2030
Regulation (AGBR, Consumer Duty)
Netwealth
Stonehage Fleming
Mps
United States
Complex Etps
Global Modern Slavery Benchmark
Henrys (high Earners Not Rich Yet)
Credit Impulse
Inheritance Tax
Retail Investment Campaign
UK Asset Management

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 monthlyEpisodes229Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Wealth Show

Latest Episodes

Rich Pzena talks building his £64bn firm, his deep-value playbook and current market opportunities.

Nicolas Syz discusses his first few months in the role at the bank founded by his father and the modern challenges for a Swiss boutique.

Patrick Farrell talks team integration, portfolio positioning, and his biggest worry about markets.

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.

Key Facts

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Recent Guests

Rich Pzena
Founder, chairman, and co-chief investment officer at Pzena Investment Management
Pzena Investment Management
Episode: £64bn firm founder Rich Pzena on where the market is mispricing stocks
Nicolas Syz
CEO of Syz Bank
Syz Bank
Episode: Syz Bank CEO: Modern private banking means ‘putting our money where our mouth is’
Patrick Farrell
Chief Investment Officer at Raymond James
Raymond James
Episode: Raymond James CIO: My biggest worry for global markets
Mike Biggs
Head of Macro Strategy at Ruffer
Ruffer
Episode: Ruffer’s Mike Biggs on why private borrowing can be the real growth driver in the UK
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

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.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#53
Ireland/Business/Investing
Apple Podcasts
#209
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

Raymond James CIO: My biggest worry for global markets
Q: Why is diversification and including stabilizers like commodities still essential in current markets?
Because ongoing geopolitical risks and energy shocks create a persistent uncertainty; a diversified mix with stabilizers helps manage risk and supports portfolio resilience.
Raymond James CIO: My biggest worry for global markets
Q: What changes have occurred in the investment process since the Charles Stanley integration?
The two core teams were brought closer together, improving coherence between research and asset management, which strengthens how insights feed client portfolios.
Jupiter’s Alex Savvides: ‘It was obvious to everyone there would be outflows’
Q: What is the investment case for asset management and wealth management companies?
The host asks about the case, and the guest emphasizes that the investment case rests on the ability of firms to execute transformation, manage margins through reinvestment, and create durable, idiosyncratic value rather than relying on macro trends.
FCA exclusive: Advisers, don't fear the FOS
Q: What is the envisioned role of simplified advice in this continuum?
Simplified advice is seen as a natural stepping stone from targeted support, allowing firms to offer a more limited set of personalized recommendations that fit a consumer's circumstances while maintaining regulatory safeguards and avoiding overwhelming information.
FCA exclusive: Advisers, don't fear the FOS
Q: What are the concerns about FOS redress and how close are we to resolution?
The concerns focus on how FOS will handle complaints about targeted support within the new framework, and there is ongoing dialogue with the government to clarify redress positions and align with privacy regulations and direct marketing rules.

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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How many listeners does The Wealth Show get?

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What are the audience demographics for The Wealth Show?

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How many subscribers and views does The Wealth Show have?

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Which podcasts are similar to The Wealth Show?

These podcasts share a similar audience with The Wealth Show:

1. Merryn Talks Money
2. Investors' Chronicle
3. MoneyWeek Talks
4. AJ Bell Money & Markets
5. The Meaningful Money Personal Finance Podcast

How many episodes of The Wealth Show are there?

The Wealth Show launched 9 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Wealth Show?

Rephonic pulls ratings and reviews for The Wealth Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Wealth Show?

Recent guests on The Wealth Show include:

1. Rich Pzena
2. Nicolas Syz
3. Patrick Farrell
4. Mike Biggs
5. Dan Kemp
6. James Sullivan
7. Will Hobbs
8. Charlotte Ransom

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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