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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.
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The Citywire Virtual, Global CEO Summits bring together Chief Executives of Asset Management firms to discuss their response to the coronavirus crisis. In Series One, held in late March, the discussion centred on how they were responding to the crisis, what lessons were they learning and what the future might look like.
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Thanks, I quit features Swiss finance professionals who had an interesting career change. Hosted by Citywire Switzerland reporter Fergus Horsfall, the first series includes star names who left Switzerland’s financial heavyweights and those who took unconventional routes to the top. From bitcoin bosses to Iraq fund impresarios and sustainability pioneers, make sure you tune in every second Wednesday to learn from the most fascinating figures in the industry.
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Hosts Alex Steger, Frank Talbot, and Chris Sloley ask the best investors about their worst mistakes, and (crucially) what they learned from them. We hear from some of the brightest minds in markets, advice, and analysis to glean their gravest errors and discover how they beat their blunders to become better investors today.
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They say that money changes everything. Well, so does technology. In this podcast, The WealthTech Show, we speak to the ground-breaking pioneers who are using tech tools and trends to shape the future of investing and financial planning. With new solutions and trends popping up at a mind-boggling rate, we explore what this means for our everyday lives, as well as the wealth management and financial advice industries. Welcome to The WealthTech Show.
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Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.
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Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
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A Media Operator

Jacob Cohen Donnelly

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A Media Operator is a community for entrepreneurs and operators in the digital media space. This podcast is a natural extension of the newsletter (www.amediaoperator.com) and community that has already been built. Each week, I will interview entrepreneurs and operators that are building these media companies. Over the course of approximately an hour, we'll discuss their businesses, their success and failures, and, ultimately, what they learned about building media companies. This podcast wil ...
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show series
 
For most of the last three years US markets, led by large-cap growth companies, have surged while other developed and emerging markets have struggled to keep up. As a grouping, emerging markets seem to have lost their lustre and global investors appear more willing to rotate allocations within the US, as opposed to allocating capital outside its bo…
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In this episode of Money, Markets, and Masterminds we unpack the thinking behind Citywire South Africa’s inaugural Top 50 Adviser list that was released this week. Joining me in studio is Tracy Benjamin, Citywire South Africa’s audience development relationship manager, who shared her insights into the selection process of advisers included in the …
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Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary to get the country back on its feet? Tom Selby, director of public policy at AJ …
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Thomas Tuchel replaced Gareth Southgate as England boss last week, and this guest claims that in the football world, Keir Starmer would also have been shown the door by now. This special episode is brought to you live from the Wealth Manager Retreat 2024. Keynote speaker Baroness Sayeeda Warsi sits down with Zachariah Sharif to give her take on the…
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Clients suffer from far too much inertia, and the younger generation will be much more likely to switch wealth managers – according to Shiv Gossain, CEO of AR Wealth Limited. In this week’s episode, we speak to Gossain, who founded AR Wealth Limited after leaving UBS last year, about consolidation in the industry, the future of AI, and the service …
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In the latest episode of ‘Money, Markets, and Masterminds,’ host Ruan Jooste discusses key highlights from the recent Institute of Retirement Funds Africa (IRFA) conference held in Cape Town, themed ‘Better Together’, bringing together over 1,000 delegates, including retirement fund managers, regulators, and industry experts. Joined by IRFA Preside…
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Have we reached ‘peak MPS’? That’s the question on the mind of James Sullivan, head of partnerships at Tyndall Investment Management. Reporters Zach Sharif and Natalia Vasnier discuss the saturation of the MPS market, the performance of active versus passive, and the ongoing pressure on fees.By Citywire
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In today’s episode, we delve into a topic that might not be the most exciting but is crucial for every one of us — the importance of having a will, as well as the challenges of obtaining a valid one. The Covid-19 pandemic certainly made many people rethink their priorities, revealing just how important it is to have their affairs in order. But as i…
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There are clear trends abroad, especially in the US where firms like Blackrock and Vanguard have built up industry-leading pools of assets under management by being first movers in a range of passive investment products and exchange traded funds (ETFs), including actively managed ETFs. The local asset management industry looks very different with l…
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Citywire’s 2024 Alpha Female Report was launched on Monday and revealed a somewhat encouraging stride in gender diversity within the asset management industry, with women now occupying 12.5% of portfolio management roles globally, up from 12.1% last year. The survey also showed, only about 12%, or 22 out of the 190 rated managers with funds domicil…
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In this podcast episode, we delve into the world of responsible investing and discuss Investec Wealth & Investment International’s newly launched ESG and Responsible Investing Guidebook. We explore how this free-to-download educational resource can help trustees, investors, and fund selectors navigate the complexities of integrating environmental, …
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In this episode of Money, Markets, and Masterminds we delve into the growing role of discretionary fund managers (DFMs) in the financial advisory landscape. We are joined by Nadir Thokan, senior DFM specialist at Alexforbes, to discuss how DFMs are transforming the industry by providing streamlined portfolio management, research, and compliance sup…
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Nearly two and a half years after the US Federal Reserve (Fed) kicked off a massive increase in interest rates, in a bid to combat surging inflation of course, global bond markets now appears to be heading in a new direction. It is widely believed that the Fed will start cutting interest rates this month at its policy-setting meeting on 18 Septembe…
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Close to 60% of the funds raised came from international investors, indicating growing interest from global markets in local markets. In this episode of "Money, Markets, and Masterminds," the discussion centres around the recent surge in private equity fundraising activity in South Africa, reaching a 13-year high. The conversation highlights key in…
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In this episode of "Money, Markets, and Masterminds," Citywire South Africa editor Ruan Jooste is joined by Morningstar South Africa’s Head of Investments, Sean Neethling, to delve into the complexities of investment risk. They discuss the shifting market dynamics, from tech stock volatility to geopolitical tensions, and how investors can navigate …
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Henry Dixon’s £1.9bn Man GLG Income fund has been somewhat of an anomaly in generating £340m of net sales in H1. In this interview, the Citywire AA-rated fund manager discusses how he has beaten peers, why the wider Man Group’s bearishness on the UK is not an issue; and why he’s sticking by his top holding GSK after a disappointing run of performan…
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Gonzalo Eguiagaray, Managing Director de Arcano Partners, se defiende de las críticas al private equity, expone su opinión sobre la búsqueda de liquidez y el auge de los vehículos de secundarios, analiza los diversos tipos de clientes de los mercados privados y pone el foco en el aumento de la competencia en esta entrevista realizada en los estudio…
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Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, …
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The exponential growth of data availability, the immense computing power now at fund managers’ disposal and the rise of artificial intelligence (AI) is reshaping how institutional and retail investors are approaching investing.To explore these groundbreaking developments in this podcast, we were joined by Chetan Ramlall, the head of quantitative re…
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In this compelling episode of ‘Money Markets and Masterminds’, we delve into the complexities of white-collar crime in South Africa: its profound economic impacts, the ongoing struggle to restore investor confidence and the urgent need for a multifaceted approach to address these crimes.Our expert guest Cameron Dunstan-Smith breaks down the crucial…
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Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Ci…
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At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns …
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Trusts in South Africa are often misunderstood and mismanaged as if they were legal entities like companies, leading to joint liability for trustees. Family members commonly act as trustees, unlike in other countries where professional trustees, like attorneys, accountants, and financial advisers, predominantly manage trusts.As such independent tru…
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