• Wealth Unwrapped: The CISI

  • 著者： The CISI
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Wealth Unwrapped: The CISI

著者： The CISI
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  • 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.

    Hosted on Acast. See acast.com/privacy for more information.
    The CISI
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あらすじ・解説

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.

Hosted on Acast. See acast.com/privacy for more information.
The CISI
個人ファイナンス 出世 就職活動 数学 科学 経済学
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エピソード
  • Dean Proctor, CEO of 7IM - Part 1

    Dean Proctor, CEO of 7IM - Part 1
    2025/04/30
    In Episode 3 of Wealth Unwrapped, host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth with intention, and leading in today’s evolving financial landscape.

    Hosted on Acast. See acast.com/privacy for more information.
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    24 分
  • Paul Stockton, CEO of Rathbones - Part 2

    Paul Stockton, CEO of Rathbones - Part 2
    2025/04/16
    In the second part of this premiere episode, host Glenn Murphy continues his conversation with Paul Stockton, CEO of Rathbones. Paul delves deeper into his personal wealth journey, offering candid reflections on the turning points that influenced his financial mindset. From his early career steps to leading one of the UK’s most respected wealth management firms, Paul unpacks the experiences that shaped his approach to building and sustaining wealth. This thoughtful dialogue reveals valuable takeaways for aspiring leaders and anyone seeking clarity at the crossroads of finance, leadership, and long-term vision.

    Hosted on Acast. See acast.com/privacy for more information.
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    26 分
  • Paul Stockton, CEO of Rathbones - Part 1

    Paul Stockton, CEO of Rathbones - Part 1
    2025/04/02
    In Episode 1 of Wealth Unwrapped, host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, finance, and long-term success.

    Hosted on Acast. See acast.com/privacy for more information.
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    27 分

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