Join Simple Simon and Company as they walk you through the history of your favorite quilt blocks and patterns while weaving in personal stories and insights about the ties that bind.
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Enquire, the Investor Relations podcast, is hosted by Equitory founder and CEO, Clara Melia. The purpose of Enquire is to bring together Investor Relations and Capital Markets professionals to share their experiences, best practice and offer listeners insights and ideas in the dynamic world of Investor Relations. Clara and occasional guest hosts from the Equitory team have the pleasure of having fascinating and informative conversations with some of the most experienced and well-respected pe ...
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Welcome in! My name is Simone Mercer-Huggins. I’m an investor and trader, and run a global financial education company called Ms Wealthy. So far, I’ve built over 7 figures from the ground up and now this community is doing the same. The Ms Wealthy movement is here to share tools, resources, strategies and support on all things financial freedom. Tune in for everything money, investing, mindset, trading and everything in between. If you want to be a powerful player in the wealth creation game ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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EP30: Wayne Brown - Challenges and Opportunities in the UK Equity Landscape
43:39
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This episode of Enquire, featuring Equity Research Analyst at Panmure Gordon and Liberum Wayne Brown, explores the challenges and potential reforms in the UK equity markets, the impact of market cycles, and the innovative business models redefining the retail landscape. Equity Market Trends and Challenges In this episode of Enquire, Wayne provides …
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EP29: Nick Stone - Navigating Challenges and Trends in the IR Space
37:27
37:27
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There’s a lot that IR professionals can learn from their peers and from how other businesses manage investor relations. On the show this week is Nick Stone, Senior Vice President, Head of IR at GSK. We hear how he launched his IR career and his tips for success. Lessons from a Head of IR In this episode, Nick shares stories from his career, startin…
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EP28: John Stevenson & Jonathan Pritchard - What Analysts and Investors Want to See from IR Teams
35:42
35:42
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What do investors really need from IR? In this episode, we hear the perspective of two retail analysts who break down the responsibilities, challenges, and industry shifts that affect their roles, plus how IR can build an effective partnership with investors and analysts. How IR Can Work with Analysts and Investors John Stevenson, Retail Equity Ana…
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EP27: Matthew Johnson - The Psychology Behind Investor Relations
34:20
34:20
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In the world of investor relations, communication and building relationships are paramount. To succeed in this field, you need to understand what influences a person’s investment decision. Knowing your audience well helps you to communicate and deliver information in a way that resonates with them. This week’s guest shares important insights on how…
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Ep 26: Nicholas Ashworth - Measuring Success and Staying Innovative as an IR Leader in a Global FTSE 100 Company
42:53
42:53
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Today’s guest on the Enquire Podcast is Nick Ashworth, the Director of Investor Relations at National Grid, one of the largest investor-owned utility companies in the world. It has a primary listing on the LSE, where it is a constituent of the FTSE 100 index and a secondary listing in the form of its ADRs on the New York Stock Exchange. Before Nati…
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Ep 25: Simon Whittington - IR and Corporate Development: The Expanding Responsibilities of a Former Sell-side Analyst and Experienced IR Professional
35:51
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With more than a decade of investor relations experience behind him, Investor Relations and Corporate Development Director at PZ Cussons, Simon Whittington, shares how his progression from a sell-side role to working in investor relations has enriched his knowledge. Tuning in today, you’ll hear about his experience at Merlin Entertainments, his tho…
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Series 3: Ep 6: Sam Witherow - Identifying and Evaluating Dividend Yield and Dividend Growth Stocks as an Income Investor
40:19
40:19
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Today on the Enquire Podcast, we are joined by J.P. Morgan portfolio manager, Sam Witherow, to discuss investor relations in 2024. We discuss highlights from Sam’s career, the suite of income products he runs at J.P. Morgan, and the requirements of these funds. We delve into the importance of having a flexible mindset in this industry. Sam also tel…
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Series 3: Ep 5: How Well-structured, Consistent Messaging can Help Companies Capture Investor Attention with Matt Hudson
37:07
37:07
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Matt Hudson is a portfolio manager at River Global Investors, and he joins us today to explain his company’s priorities, processes, and outlook for the year ahead. We learn about River Global’s business cycle framework, its multi-cap approach, how the company conducts its research, and the way it processes large volumes of information in today’s di…
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Series 3: Ep 4: The Importance of a Clear, Simple and Understandable Equity Story with Andy Brough
28:51
28:51
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With decades of experience behind him, today’s guest is probably the longest-standing fund manager in London. Having started his investment career in 1987 when he joined Schroders as a UK equity fund manager, Andy Brough has managed the well-known Schroders UK Mid 250 Fund since its launch in November 1999. In this episode of Enquire, he joins us t…
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#86: Rapidly Resolve Money Beliefs with Dr Jon Connelly
55:30
55:30
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I am so excited to bring you this episode where I interview Dr Jon Connelly, the founder of RRT (Rapid Resolution Therapy); a game-changer in the field of mental health. RRT addresses conflicts in the unconscious mind, and unlocks the door to automatic and lasting change. It's like releasing blocked energy, allowing for both physical and emotional …
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Series 3: Ep 3: Navigating Markets Through In-Depth Research and Engagement with Georgina Brittain
34:57
34:57
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After nearly 30 years with J.P. Morgan, today’s guest has a wealth of experience and insights to share with company IR teams. Meet Georgina Brittain, a senior portfolio manager within the J.P. Morgan Asset Management International Equity Group, who joins us to discuss all things investor relations. You’ll find out how Georgina and her colleagues co…
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Series 3: Ep 2: Investor Communication: Proactive Engagement and Open Dialogue with Jeremy Thomas
35:41
35:41
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Jeremy Thomas has 27 years of experience as a portfolio manager and is the Chief Investment Officer of Global Equities at Sarasin & Partners. He joins us to discuss what company IR teams and investors can do proactively to improve communication with each other. After comparing the industry challenges he faced 10 years ago to the obstacles he has to…
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#85: Badass Money Moves - Make Money RIGHT NOW
18:38
18:38
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This 20min listen is is probably worth $2k. Three years ago I ran a Badass Money Challenge that was SO good, members collectively saved over $22k (among about 100 people). A few months ago, I did this again and saved personally saved $4k. They're the kind of money moves I love making. And I’m giving you EVERYTHING to do the same. Listen in, then ge…
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Series 3: Ep 1: Finding Undervalued Stocks and Capturing Investor Attention with Matthew Tillett
34:27
34:27
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You can make or break your credibility with investors based on the way you communicate with them. In this episode of Enquire, we are joined by Matthew Tillett, a fund manager at Premier Miton, to discuss all things investor relations. The conversation covers all aspects of IR, including his fund's screening and investment approach, why he loves the…
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Series 2: Ep 9: Communicating the Company Story to Multiple Stakeholders with David Shriver
31:08
31:08
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Corporate communications and investor relations are changing rapidly in step with technological advancements. During this episode, David Shriver, Ocado’s Chief Reputation Officer, joins the conversation to share how he approaches his role in an ever-changing landscape. After years of acting in the role of Director of Communications, David’s new rol…
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Series 2: Ep 8: Leading IR at a Global FTSE 10 Business Listed on Three Exchanges with Richard O'Connor
31:20
31:20
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Navigating the intricate field of Investor Relations (IR) requires a blend of experience, adaptability, and foresight. In this insightful episode, we chat with Richard O'Connor, who has a longstanding IR career and currently serves as the Global Head of Investor Relations at HSBC. Richard is an authority on the subject of investor relations, and, i…
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Series 2: Ep 7: Embracing Complexity with Aarti Singhal
28:32
28:32
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The world of Investor Relations (IR) is riddled with complexity at almost every turn. But this is not necessarily a bad thing. In fact, embracing complexity is a learnable skill that every single IR professional should aspire to. Today’s guest, Aarti Singhal, revels in complexity as she goes about her work as the Managing Director in the Barclays c…
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Series 2: Ep 6: The Professionalisation of IR and Talent Recruitment with Anna Hartropp
28:59
28:59
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A decade ago, very few people were even aware of what investor relations (IR) is, but today it is a very important part of most companies, regardless of their size. As someone who has held positions in politics, communications, in-house IR, and investment banking, and who is the founder of an IR recruitment company, Anna Hartropp has a wealth of kn…
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Series 2: Ep 5: Listen, Reflect, Act: Learning Through a Variety of IR Experiences with Siobhán Andrews
31:23
31:23
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In this episode, we delve into the world of Investor Relations (IR) with a true luminary in the field, Siobhán Andrews. With over 16 years of unparalleled expertise, Siobhán has carved a remarkable path in the world of capital markets, equity research, and IR. Her ability to navigate complex scenarios, from strategic transformations to crisis commu…
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Series 2: Ep 4: IR and the evolution of a global logistics business with John Crosse
40:08
40:08
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In today's episode of Enquire we speak with John Crosse, the Director of Investor Relations and Group Strategy at International Distribution Services plc (IDS), formerly Royal Mail plc, where he has been transforming the IR function over the past three and a half years. John’s IR career spans an impressive 20 years and includes establishing IR func…
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Series 2: Ep 3: Advancing your career in Investor Relations with James Cartwright
17:35
17:35
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In our ongoing exploration of investor relations out of the ordinary, we are joined today by James Cartwright, Chief Operating Officer at CMC Markets. James has more than 25 years of leadership experience in the capital markets, specifically in sales and across the natural resources sector in oil and gas. After just two years at CMC Markets, James …
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Series 2: Ep 2: Managing Three Full-Time Jobs Worth of Responsibilities with Adam Richford
34:51
34:51
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Today’s guest is an experienced treasury guru who is deeply passionate about sustainability. Joining us for this episode of Enquire is Adam Richford, Head of Treasury and Investor Relations at Renewi, to discuss his many roles at this incredible waste-to-product company. Tuning in, you’ll hear about our guest’s career, how he managed to take on so …
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Series 2: Ep 1: Entrepreneurial Culture and Capital Markets Day Success with Jose Federico Castillo Martínez
34:22
34:22
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Today we are joined by The Heineken Company’s Investor Relations Director, Jose Federico Castillo Martínez, to discuss Heineken’s approach to executing a successful capital markets day and his role within the company. We learn about Heineken’s unique entrepreneurial culture and shareholder structure and how Federico stays aligned with management, o…
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Ep 09: What It Takes To Thrive In Investor Relations with Peregrine Rivière
50:33
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Peregrine Rivière has spent most of his career in the investor relations space, and the passion that he feels towards his work (and towards the business world in general) is unwavering. In fact, he’s sure he has the best job in the world! The day that this episode was recorded was Peregrine’s last day as the Director of Investor Relations for WPP, …
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Ep 08: The Evolution of IR with Miriam McKay
36:00
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We’ve had many impressive guests on the show, but none as experienced as IR professional, Miriam McKay. Miriam has almost 30 years of experience in financial markets, starting at Reuters, moving on to running IR for two listed fund managers, Henderson and Man Group, before settling into her current position as Director of Group Communications and I…
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Ep 07: Thinking Differently About IR with Rob Gurner
36:23
36:23
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As part of our first series of conversations with senior investor relations professionals in the UK, we are delighted to be joined by Rob Gurner to talk about ways to innovate and think differently about IR. Rob is a highly experienced Head of Investor Relations who currently serves as Head of IR for Plus500, a global FinTech company. He has previo…
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Ep 06: Bethany Barnes, Director of Investor Relations at Dr. Martens
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41:05
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The majority of people working in investor relations discover the field after they have already started their careers. This is not the case for today’s guest, Bethany Barnes, Director of Investor Relations at Dr. Martens. While she spent some time as a retail analyst, Bethany always knew she wanted to work in IR, so she structured her career and wo…
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Ep 05: Stuart Morgan on The Importance of Building Relationships
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With us in conversation today, we have Stuart Morgan, Director of Investor Relations at Capita. During today’s conversation, we pick his brain to learn about the ins and outs of his career journey to date, and what has kept his interest in the field of Investor Relations. The skills of an IR are a unique combination, and Stuart shares what he is mo…
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Ep 04: From Accounting to Investor Relations with Simon McGough
38:49
38:49
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Joining us in conversation today is Simon McGough, who has recently started a new position as President of Investor Relations at Wood engineering and consultancy group. He has held a range of senior positions, including acting as a director for Babcock. Additionally, he is involved with the Investor Relations Society in the UK and sits on the Best …
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Ep 03: The Evolution of Investor Relations with Carla Bloom
38:50
38:50
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Welcome to today’s episode of Enquire. We are delighted to have senior investor relations specialist, Carla Bloom, with us to discuss the evolution of investor relations during her 17-year career. Join us to hear about her experience of transitioning between sectors within the field, and how she has benefitted from her network at Brewin Dolphin. Yo…
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Ep 02: The Value of Face-to-Face Interaction with Hugo Fisher
24:54
24:54
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The last few years have brought communication technology and strategies to the fore, but there are key concerns around the downsides of digital comms that many professionals are looking forward to leaving behind. Today we sit down with accomplished investor relations director, Hugo Fisher, to discuss the value of face-to-face interactions, the diff…
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Ep 01: Getting Experience As A Board Member with Helen Parris
43:11
43:11
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Today we are joined by Helen Parris to continue our series of conversations with investor relations professionals in the UK. Helen is a highly experienced Investor Relations Director. She started her career on the buyer side before moving into IR. Most recently, Helen was Director of Investor Relations for G4S for 13 years. She also spent several y…
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#84: The 8 Simple Steps to Invest in Stocks
56:37
56:37
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I'm holding nothing back in this episode, talking you through the 8 Simple Steps to invest - regardless of your experience, knowledge or income level. Even if you're a complete beginner and just want to start small... this is for you. I talk about each of the 8 steps in detail: Having your money sh*t sorted - is the foundation of wealth building. Y…
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The most powerful wealth infused guided visualisation to release everything that isn't serving you and to step in to the most powerful and abundant version of yourself to make, keep and grow increasing amounts of money. Dosage recommended daily for continual financial expansion. Enjoy! xo Simone Ms Wealthy Founder www.mswealthy.com…
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Who else is lurrvving the ethical investing trend? Money is power, after all. So what's not to love about putting your money against more things that are good for the world. But maybe you've been wondering what it actually means though, right? Not to get all doom and gloom on yer, but there's a little more to it. Ready to look behind the curtain an…
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#81: Retirement Accounts 101 without the snooze factor
25:39
25:39
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Should you really be listening to barefoot investor or finfluencers when they say you should max out your retirement account? Here's the low down, without the snooze factor... Whether you're an Aussie with a super account, an American with a 401k or an IRA, or a Brit with a pension... it all comes down to three things: Tax Control Fees They're not …
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#80: What Is An Emergency Fund for, Anyway?
35:35
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You've probably heard of it before (it’s nothing new), but have you ever wondered WHY we have an “emergency fund”? My whole mission is to empower you so that you know you have the knowledge within you to make solid financial decisions yourself. Because that’s something you can carry with you for the rest of your life. So… what is an “emergency fund…
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#79: Is the Stock Market *actually* risky?
35:50
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“The stock market is too risky!” “You're just gonna lose all your money!” If you’ve ever mentioned investing in the stock market in casual conversation chances are you’ve been met with a lot of fear reactions and negativity; comments on how it’s just like gambling, and horror stories about how someone’s friends’ uncles next door neighbour “lost eve…
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#78: What changes at $10k, $100k, $1m, $10m net worth
26:07
26:07
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When you think of living a Rich Life, what do you see? Is it in the here and now or do you think “someday when…..”? What do you think changes about your money views when you reach different levels of net worth? What does it mean to you? How will it be? Have you actually thought about it? In this episode I talk about these beliefs and practices arou…
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#77: Teaching a Teenager to Invest (so you can too)
29:25
29:25
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I’m chatting with my 17-year-old sister Mia about how to start investing. This is going to be eye-opening - because some of the questions she is asking nobody has ever asked me before. I want more of you to understand everything from the basics up; from how the economy actually works, to what the banks do with our money. Questions like, what do I d…
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Let's break down some of the techie barriers where trading is concerned, shall we? You don't need an IT degree or 6 supercomputers. You don't need to stare at charts all day. And you don't need some trading signal service that tells you what trades to make (how could you ever rely on that long term)? This episode talks you through the exact 4 thing…
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I get questions and comments all the time about roboadvisors like SixPark and StockSpot (Australia) and Betterment and Wealthfront (USA). It doesn't really matter WHICH roboadvisor... the point is most of them are very similar. This episode lifts the veil on how they work, what they do, what it's really costing you. Unfortunately there is a huge mi…
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#74: The 8 Must-Haves to be a Profitable Trader
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How on earth do you become profitable as a trader when the stats say only 3 percent of traders make money!? I've been trading (profitably, and consistently beating the market) for the last 6 or so years. I've seen everything from people blowing up their account, losing everything, and getting burned trying to make money day trading or forex trading…
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I recently recorded a live training, and I've put the recording here in a handy place to access because it's sooooo good. This episode covers 4 major things you need to know, and where most people lose money when they first start out. I also talk about what to do instead... so that you can quantum leap with your time and finances. These are the thi…
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#72: This is What a Millionaire Looks Like
42:52
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Are you also reallllly sick and tired of seeing lamborghini posts on instagram, or yet another designer handbag with zero context except how you can "get rich real quick and make $1000 a week with this forex MLM company"? Urgh. Yeah, me too. So I want to have some #realtalk on what a millionaire looks like. I recently shared on IG stories that our …
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#71: Money Management & Wealth Building for Entrepreneurs and business owners
20:23
20:23
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I came on as a guest in a friends business mastermind to chat about money management and wealth building for business owners and entrepreneurs - and I've added some sections of my chat with them here for you to listen in on. Here are a few top line takeaways: 1. Know your four numbers around your business... that's: Knowing your sales, revenue, pro…
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Tune in for the down low on the world of crypto! I know a lot of you are interested in cryptocurrencies so I’m laying down the basics on all things crypto for you! Cryptocurrency investing is quite complex, so I quickly touch on the key essentials like Buying, Spending, Storage, & Safety, and how it’s never too late to start investing! Most excitin…
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#69: Money Blocks, Marshmallows and Sexy Wish Lists with Denise Duffield Thomas
57:09
57:09
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I chat with Denise Duffield-Thomas, entrepreneur, money mentor, and author of bestseller “Get Rich, Lucky Bitch” - a money mindset book I recommend often. We chat about hidden money blocks around earning, income, saving and investing money. We also talk about growing up poor, a hilarious conversation she had with her 7yr old daughter about investin…
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#68: Should You Pay Off Your Mortgage Early Or Invest That Money Instead?
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Paying off your mortgage early, or investing that money is a hotly debated topic. Some financial experts even tell you to "get the banker off your back" and get rid of mortgage debt. But why? When often the numbers prove it doesn't give you the highest returns. This episode talks about the reasons for and against where to put your investment saving…
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#67: What you need to know about trading, with Adrian Reid
1:01:18
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I'm so excited to bring this long overdue episode to you, where I chat with Adrian Reid, founder and CEO of Enlightened Stock Trading. If you've been here for a while, you probably know that Adrian is also my mentor and trading coach. We chat about a lot of different topics, and demystify and debunk a lot of the misconceptions, beliefs and myths ab…
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