Wealth Unwrapped: The CISI

By The CISI

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Category: Mathematics

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Episodes: 26

Description

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

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Episode Date
Tracy Vegro OBE, CEO of The CISI - Part 3
Apr 01, 2026
Tracy Vegro OBE, CEO of The CISI - Part 2
Mar 18, 2026
Tracy Vegro OBE, CEO of The CISI - Part 1
Mar 04, 2026
Andy Steel, CEO of James Hambros & Partners - Part 2
Feb 18, 2026
Andy Steel, CEO of James Hambros & Partners - Part 1
Feb 04, 2026
Stuart Cummins, CEO of Nedbank Private Wealth - Part 2
Jan 21, 2026
Stuart Cummins, CEO of Nedbank Private Wealth - Part 1
Dec 17, 2025
Matt Handley, CEO of Handelsbanken Wealth - Part 2
Dec 03, 2025
Matt Handley, CEO of Handelsbanken Wealth - Part 1
Nov 24, 2025
Stewart Sanderson, CEO of Irwin Mitchell - Part 2
Nov 06, 2025
Stewart Sanderson, CEO of Irwin Mitchell - Part 1
Oct 22, 2025
Chris Fisher, CEO of Multrees Investor Services - Part 2
Oct 07, 2025
Chris Fisher, CEO of Multrees Investor Services - Part 1
Sep 24, 2025
Guy Matthews, CEO of Sarasin & Partners - Part 2
Sep 03, 2025
Guy Matthews, CEO of Sarasin & Partners - Part 1
Aug 20, 2025
David Esfandi, CEO of Canaccord Wealth - Part 2
Aug 06, 2025
David Esfandi, CEO of Canaccord Wealth - Part 1
Jul 23, 2025
Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2
Jul 09, 2025
Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1
Jun 25, 2025
Andrea Montague, CEO of Brooks Macdonald - Part 2
Jun 11, 2025
Andrea Montague, CEO of Brooks Macdonald - Part 1
May 28, 2025
Dean Proctor, CEO of 7IM - Part 2
May 14, 2025
Dean Proctor, CEO of 7IM - Part 1
Apr 30, 2025
Paul Stockton, CEO of Rathbones - Part 2
Apr 16, 2025
Paul Stockton, CEO of Rathbones - Part 1
Apr 02, 2025
Introduction
Mar 19, 2025