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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
  • David Esfandi, CEO of Canaccord Wealth - Part 1

    David Esfandi, CEO of Canaccord Wealth - Part 1
    2025/07/23
    In this episode of Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world.

    Hosted on Acast. See acast.com/privacy for more information.
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    21 分
  • Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2
    2025/07/09
    In this follow-up episode of Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK financial services.

    Hosted on Acast. See acast.com/privacy for more information.
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    24 分
  • Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1

    Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1
    2025/06/25
    In the latest installment of Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealth management firms into the future.

    Hosted on Acast. See acast.com/privacy for more information.
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    27 分
  • Andrea Montague, CEO of Brooks Macdonald - Part 2

    Andrea Montague, CEO of Brooks Macdonald - Part 2
    2025/06/11
    In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

    Hosted on Acast. See acast.com/privacy for more information.
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    25 分
  • Andrea Montague, CEO of Brooks Macdonald - Part 1

    Andrea Montague, CEO of Brooks Macdonald - Part 1
    2025/05/28
    In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vision, this episode lays the groundwork for deeper discussions to come in Part 2.

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