『Wealth Unwrapped: The CISI』のカバーアート

Wealth Unwrapped: The CISI

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 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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  • Guy Matthews, CEO of Sarasin & Partners - Part 2

    Guy Matthews, CEO of Sarasin & Partners - Part 2
    2025/09/03
    In Part 2 of his conversation with host Glenn Murphy, Guy Matthews, CEO of Sarasin & Partners, dives deeper into the firm’s mission-driven approach to wealth and asset management. He explores how Sarasin balances commercial growth with a strong commitment to responsible investing, and how the team maintains focus on long-term value in a short-term world. Guy also discusses leadership in times of change, the future of sustainability in finance, and why aligning investment decisions with client values is more important than ever. A thoughtful and forward-looking discussion that offers plenty of insight for professionals across the industry.

    Hosted on Acast. See acast.com/privacy for more information.
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    23 分
  • Guy Matthews, CEO of Sarasin & Partners - Part 1

    Guy Matthews, CEO of Sarasin & Partners - Part 1
    2025/08/20
    In this episode of Wealth Unwrapped, host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustainability. He discusses the importance of purpose in investment management and how a values-led approach shapes both client relationships and company culture. It’s an engaging look at what it means to lead with conviction in today’s evolving financial landscape.

    Hosted on Acast. See acast.com/privacy for more information.
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    21 分
  • David Esfandi, CEO of Canaccord Wealth - Part 2

    David Esfandi, CEO of Canaccord Wealth - Part 2
    2025/08/06
    In Part 2 of this insightful conversation, Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like.

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