Make Better Investments
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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.
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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
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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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Podcast by Citywire
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The latest podcasts from Citywire Forecast.
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We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
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Citywire editors and researchers from around the world discuss what is happening in their financial communities.
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Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
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Join us every first Monday of the month when we’ll be discussing how investors can make the world a better place while making good returns with expert guests.
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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 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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2024: Brooks' sale to Canaccord; the impact of SDR; and the October Budget
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It’s been a very busy year for wealth management. Join our reporters in the studio as we discuss the highlights of the last year.By Citywire
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'Almost never looked this different to the index': How Lansdowne Partners got to where it is today
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Jonathon Regis and Nigel Hikmet, who both work in Lansdowne Partners’ $5bn developed market team, discuss the hedge fund firm's evolution and why their strategy has never has 'almost never looked this different to the index'.By Citywire
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Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.By Citywire
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Inside the performance of the 10 largest MPS providers
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Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.By Citywire
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BlueBox's de Gale: I don't love tech, but I know how to invest in it!
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Think all tech investors are obsessed with the latest gadgets and trends? Think again. Veteran tech investor William de Gale, co-founder of BlueBox Asset Management, is avoiding Nvidia, sceptical of Bitcoin and searching for ‘boring’ companies.By Citywire
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SDR: ‘Light at the end of the tunnel’ for 100+ firms applying for labels
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What will be the endgame for SDR? The regulator’s sustainable labels had a rocky start, with many rejecting the labels altogether amid various issues with the process,, but the teething problems appear to be over now, according to Parmenion’s senior investment manager Mollie Thornton.By Citywire
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Are umbrella funds truly delivering on their promises, or are they falling short of providing the value members deser
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For many employers, umbrella funds promise simplicity, cost-effectiveness and the benefits of scale. But beneath the surface, there are pressing concerns. Critics have pointed out issues ranging from hidden costs to limited transparency. Employers often focus solely on administration fees, overlooking other significant expenses like investment fees…
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‘The embarrassment level was quite high’ – How green are sustainable portfolios?
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How do we stop greenwashing, encourage genuine sustainability and call out bad practice? That’s the job facing Chris Welsford, director of Anthesis Research, a co-operative that researches the underlying holdings in sustainable portfolios. In this episode, we chat to Chris about how he conducts his research, and how he engages with fund managers to…
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This episode serves as a year-end analysis, providing insights into how investors can navigate the uncertainties ahead. As markets reacted positively to Donald Trump’s presidential win, with both equity futures and the US dollar rising significantly, questions arise about the sustainability of these trends. Joined again by Sean Neethling, head of i…
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Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power and how they will look to get the country's …
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'Probably the least fashionable stocks in the world': Where Prusik is finding value
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Tom Naughton, manager of the $762m Prusik Asian Equity Income fund, discusses the incredible valuation gap between different markets in Asia, Chinese stimulus measures and how running a hedge fund influenced his approach.By Citywire
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How DAFs can offer value add for advisers
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We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.By Citywire
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The government has staked its reputation on this Budget, the country needs it to work
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Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come off.…
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Un diálogo, dos fundadores – Entrevista completa
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Yves Kreis, fundador de Arfina Capital, y David Gassó, fundador de Anchor Capital Advisors, narran el proceso de creación de sus empresas, explican las dificultades a las que se enfrentaron y pronostican cómo será el futuro del asesoramiento financiero en nuestro país.By Citywire
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Employers to ‘come under financial strain’ after Budget, warns AJ Bell’s public policy head
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Rachel Reeves ‘boxed herself into a corner’ with her election promises, according to AJ Bell’s head of public policy Rachel Vahey. In this week’s episode, she breaks down Labour’s first budget, which brought a much-discussed CGT increase along with an inheritance tax hit on pensions. Employers also faced a rise in their national insurance contribut…
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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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Decoding the Top 50 Advisers list and how advisers made the cut
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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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‘The economic system is on autopilot’ - Brett Scott on the perils of a cashless society
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In an increasingly digital landscape, cash has started to feel somewhat antiquated and awkward. This week's guest, author and ex-broker Brett Scott, dives into the cultural dynamics of digital payments, and why the future will never be cashless.By Citywire
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'Eight times the energy of a Google search': How one manager backs ChatGPT
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In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.By Citywire
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Tom Selby: Industry needs speculation and uncertainty to end at the Budget
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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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‘Starmer’s poll ratings have collapsed’ - Baroness Sayeeda Warsi on Labour’s first 100 days, the economy, and the Tory leadership election
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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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Will clients ‘shop around’ more for wealth managers in the future?
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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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The many challenges faced by administrators under the two-pot system
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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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How platforms can up their game on transfers
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Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.By Citywire
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‘Adapt or die’ - Can active managers survive in a ‘peak MPS’ market?
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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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With wills in the digital age, there is not always 'a way'
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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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SA ETF fees remain elevated relative to our global peers
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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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Barry Horner: The advice profession is not a profession
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35:35
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The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.By Citywire
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‘It’s not normal’: AA-rated Whiteley on bond volatility and rate cuts
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Adam Whiteley, Insight Investment’s strongly performing head of global credit, discusses the latest moves from central banks, including the Federal Reserve’s first interest rate cut this cycle, and how investors are responding.By Citywire
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