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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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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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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Podcast by Citywire
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Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.
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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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Boxing clever in a resilient global economy
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21:15
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21:15In this episode of Money, Markets, and Masterminds, Citadel chief economist Maarten Ackerman joins editor Ruan Jooste to unpack what has been a volatile yet unexpectedly resilient year for global markets. From the US dodging recession fears and Europe’s fiscal rearmament to China’s structural slowdown and South Africa’s quiet progress beneath the n…
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Quilter: This is what we want to see in the Budget
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24:00
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24:00Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.By Citywire
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Stifel slams the door on sale talks... or does it?
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26:01
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26:01Alex, Ian and Sam discuss Sam's reporting on investment bank and broker-dealer Stifel emphatically denying that it is selling itself to Raymond James and how Thursday's denial doesn't necessarily mean the story is over, plus Ian explains how and why Constellation Wealth Capital's Karl Heckenberg is looking to raise $2bn from investors to buy minori…
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Morningstar expands South African fund coverage
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17:40
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17:40Morningstar has taken a major step in deepening its local presence, expanding its Manager Research coverage to include South African-domiciled funds for the first time. In this episode of Money, Markets, and Masterminds – part of the monthly Mind over Markets with Morningstar series – Citywire South Africa speaks to Michael Dodd, senior fund analys…
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How the RIA industry's most prolific banker views the M&A market
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39:59
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39:59Ian and Houlihan Lokey managing director Steven Levitt have an extended conversation about how RIA auction processes work, what Steven learned from selling his own business to a larger institution and what might cause wealth management dealmaking to slow down.By Citywire
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Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan LoboBy Citywire
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In this Money, Markets, and Masterminds episode, investment strategist and Gibs professor Adrian Saville joins Citywire South Africa editor Ruan Jooste to explore the psychology behind gold. They break down the myth, math, and mania behind gold’s allure - and what its rise says about our collective faith in money, systems, and sanity.…
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Schwab takes its ball back, Edelman sputters
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33:33
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33:33Alex, Ian and Andrew break down two of Citywire's biggest scoops of 2025: Schwab's decision to tighten the eligibility requirements for clients to be referred out to its affiliated RIAs and Edelman Financial Engines halting its sale process and subsequently changing CEOs. The trio also recap Creative Planning's acquisition of retirement plan busine…
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Ascot Lloyds IM’s Top 100 on the value absolute return funds can bring to portfolios
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30:38
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30:38Top 100 and CIO at Ascot Lloyd Investment Management, David Morcher discusses the role absolute return funds plays in the portfolio and the relaunch of its Ethical MPS.By Citywire
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Alex, Ian and Andrew have an in-depth discussion about the hidden role that alternative asset manager Ares Management has played in funding so much of the M&A activity in the wealth management industry through its private credit division. Now that Ares is a direct equity investor in an RIA through its recent deal with EP Wealth, what is the future …
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By Citywire
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Gavekal's Anatole Kaletsky: US exceptionalism won't last past a year
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19:02
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19:02By Citywire
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Merrill went down to Georgia ... and got denied a TRO
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32:30
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32:30Citywire RIA’s roving reporter Alec Rich hopped on a plane to Georgia to cover the latest twist in an ongoing legal battle between $129bn breakaway OpenArc Corporate Advisors (plus Dynasty Financial Partners and Charles Schwab) and Merrill Lynch. He joins the pod to share everything he learned in Atlanta and explain what happens next. Also on the p…
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FCA exclusive: Advisers, don't fear the FOS
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18:45The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.By Citywire
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Public vs private markets: The investment borders are blurring
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16:10In the latest 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 unpack one of the hottest topics in finance: the convergence of public and private markets. From hedge funds and venture capital creeping into retail portfolios to new ben…
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Andrew Foerch, Alec Rich and Alex Steger discuss a $129bn team's decision to ditch Merrill Lynch and set up an RIA with help from Dynasty and Schwab. The scale of the move is huge and so are its ramifications for all parties involved. Not least because Merrill has already filed a doozy of a lawsuit. Andrew, Alec and Alex get into it all. They also …
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The Advice Show: Royal London's Jamie Jenkins
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31:27
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31:27Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted suppor…
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Meet the CIO: Kevin Kidney, True Potential
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33:58
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33:58Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.…
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Ian Wenik, Andrew Foerch and Alex Steger discuss the latest evolution in Hightower's corporate strategy — to consolidate and centralize its affiliate advisors. The team explores the firm's motivation for doing this and what it says about the wider RIA market. They also analyze two major deals — Creative Planning's swoop for SageView and the Pritzke…
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When employee benefits and advice worlds collide
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44:57
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44:57In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Bryan Nicol, independent financial adviser at Freedom Financial Planning; Duane Naicker, corporate partnerships executive at Alexforbes; and Johann Peens, independent employee benefits Specialist and financial adviser, to unpack one of …
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Portfoliometrix: A look through the MPS provider's strategic asset allocation update.
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31:39
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31:39Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.By Citywire
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Here’s what you need to know before selling your RIA
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41:11
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41:11Few people have overseen more RIA deals than Accelerated Wealth Partners CEO Eric Amar. During a decade at Focus Financial Partners, he worked on more than 60 mergers and acquisitions, giving him a firsthand view of what buyers want, and what sellers should know, when making a deal. In this episode of This Week in Wealth, Eric talks to Ian and Alex…
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Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.By Citywire
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Ian and Sam Bojarski have an extended discussion about Sam's scoop on LPL Financial making a concerted push to convert hybrid advisors onto its corporate RIA. In addition to discussing who wins financially through these conversions, Ian and Sam touch on Sam's brush with fame and King of the Hill.By Citywire
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Sponsored: How South African institutions are rethinking risk and returns with Investec
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37:06
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37:06In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his career jou…
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Is real estate still the smart choice for investment?
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19:09
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19:09Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.By Citywire
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Are small caps finally having their moment?
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18:24
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18:24In this Mind over Markets episode of Money, Markets, and Masterminds, Morningstar’s head of investments, Sean Neethling, joins Citywire South Africa to unpack the ‘size debate’. From the Russell 2000 index’s rally to South Africa’s cheap but illiquid mid- and small-cap space, we explore whether the recent rotation is a fleeting sentiment-driven tra…
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M&A, beards, babies and baseball — this podcast has it all! Ian, Alex and Andrew go deep on MAI and Evoke's tie-up and Merchant’s minority investment in a $2.5bn California RIA — two deals which speak to the maturity of the RIA market and the variety options now available to sellers. Facial hair, paternity leave and the Mets also get a mention.…
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Why HENRYs need wealth management, and how to offer it
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21:21
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21:21What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.By Citywire
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