Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Citywire Podcasts
We go on-the-ground to hear first-hand what top selectors and managers are focusing on.
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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
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'This Week in Wealth' is Citywire's weekly podcast that breaks down the biggest stories in the US wealth management industry and what they mean for advisors. Citywire USA editor-in-chief Alex Steger and Citywire RIA editor Ian Wenik are joined by a rotating cast of Citywire journalists and notable industry names.
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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
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The latest podcasts from Citywire Forecast.
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Podcast by Citywire
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Citywire is at the Heart of Wealth for professionals like you - decision-makers who invest more than $120tn in assets around the world, whether you are a financial adviser in the UK, a due diligence head in the US, a European fund selector or a private banker in Asia.
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Citywire editors and researchers from around the world discuss what is happening in their financial communities.
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Citywire's Funds Fanatic Show brings investors the latest news and views on funds and investment trusts.
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Join us every first Monday of the month when we’ll be discussing how investors can make the world a better place while making good returns with expert guests.
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The Citywire Virtual, Global CEO Summits bring together Chief Executives of Asset Management firms to discuss their response to the coronavirus crisis. In Series One, held in late March, the discussion centred on how they were responding to the crisis, what lessons were they learning and what the future might look like.
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Thanks, I quit features Swiss finance professionals who had an interesting career change. Hosted by Citywire Switzerland reporter Fergus Horsfall, the first series includes star names who left Switzerland’s financial heavyweights and those who took unconventional routes to the top. From bitcoin bosses to Iraq fund impresarios and sustainability pioneers, make sure you tune in every second Wednesday to learn from the most fascinating figures in the industry.
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They say that money changes everything. Well, so does technology. In this podcast, The WealthTech Show, we speak to the ground-breaking pioneers who are using tech tools and trends to shape the future of investing and financial planning. With new solutions and trends popping up at a mind-boggling rate, we explore what this means for our everyday lives, as well as the wealth management and financial advice industries. Welcome to The WealthTech Show.
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Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
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Hosts Alex Steger, Frank Talbot, and Chris Sloley ask the best investors about their worst mistakes, and (crucially) what they learned from them. We hear from some of the brightest minds in markets, advice, and analysis to glean their gravest errors and discover how they beat their blunders to become better investors today.
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Biodiversity loss has far-reaching implications for all of us. From plummeting insect numbers to the ugly face of fashion and the joys and woes of going meat free, this series explores how the rapid decline in species abundance materialises and what we can do about it. The series is produced by Citywire in association with Federated Hermes.
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Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.
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From regime changes and loaded questions to the role of psychological concepts, we hone in on the joys and woes of equity investing in times like these. Our guest throughout the entire series: Jacob de Tusch-Lec, manager of the Artemis Global Income fund. This podcast is produced by Citywire in association with Artemis Investment Management.
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Exits, deals and disruption: 2025 in review
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21:16
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21:16The Citywire Wealth Manager team unpack the biggest stories of the past year.By Citywire
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We have a quiz! Play along at home! It's a fun, if occasionally labored, way of covering the most consequential stories in US wealth management from the last year. How many can you remember and what will their impact be? Alex, Ian and Andrew discuss. On the topic of massive news, the team also breaks down one last big deal — Corient's approach for …
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HSBC signals big year ahead for wealth in 2026
22:52
22:52
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22:52Christopher Dean, managing director of wealth, premier and personal banking at HSBC, details how the bank plans to accelerate its wealth offering in 2026.By Citywire
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Cetera CEO talks RIAs, M&A and that Commonwealth letter
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46:09
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46:09For our penultimate episode of 2025, This Week in Wealth is joined by Cetera Financial Group CEO Mike Durbin, who discusses everything from the firm’s efforts to recruit Commonwealth advisors to the importance of M&A for growth. In both instances, it’s a case of watch this space! He also explains why the firm is not solely focused on the RIA model …
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Inside Hargreaves Lansdown’s multi-manager fund range
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25:04
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25:04Hargreaves Lansdown’s head of multi-manager funds, Ziad Abou Gergi, discusses the evolution of the fund range since he took over in 2022 and how the strategies have been coping with market volatility over the past year.By Citywire
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Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.By Citywire
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When robo-advisors first arrived, they were supposed to be an existential threat to the traditional wealth management industry. But It didn't quite work out that way. Alex, Ian and Alec discuss a few timely events in the robo business, as two of the sector's biggest businesses — Wealthfront and Betterment — pursue an IPO and raise fees on their sma…
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This is how wealth managers should be preparing for 2030
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27:27Alistair Shipp, wealth management lead at consultancy firm Capco, says upskilling will be critical as firms gear up for the wealth landscape of 2030By Citywire
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Morningstar warns: Preparation, not prediction, will shape 2026
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23:30What does it really take to navigate 2026 without falling into the prediction traps that derail so many investors? In this final Mind Over Markets with Morningstar episode on Money, Markets, and Masterminds, Citywire South Africa sits down with Dan Kemp, Chief Research and Investment Officer at Morningstar to unpack the firm’s flagship Morningstar …
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It’s 2025. Do you know where your data is?
27:43
27:43
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27:43Alec Rich, Ian Wenik and Alex Steger discuss Citywire’s recent scoop on Mobile Assistant, a transcription service for advisors, which floated (and ultimately decided against) using anonymized historical data to train a wealth-focused AI tool. The story is interesting for a number of reasons, not least because it raises questions about what kind of …
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Rich Fox, head of public policy, and Ronan O'Riordan, head of UK institutional business development, joined the podcast to discuss pensions policy, the Budget and forthcoming policy initiatives from Schroders.By Citywire
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At this point there's hardly an adviser who hasn't considered MPS
24:13
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24:13Benjamin Reed-Hurwitz, head of research development at ISS MI, the organisation behind the Pridham Report, asks what needs to happen to drive a new wave of advisers to adopt MPS, alongside the different trends he is seeing in the wider UK fund market.By Citywire
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Andrew, Ian and Alex discuss the end of a two-year legal saga between Mercer and ACG Wealth, a $1.3bn shop that the mega-RIA acquired in 2021. The deal quickly soured leading to claims and counterclaims over missing revenue, lower payouts, golf days and defamation. The team recap one of the messiest divorces in RIA M&A. They also breakdown LPL's mo…
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The new power map investors cannot ignore
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21:18
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21:18In this episode of Money, Markets and Masterminds, we sit down with Adrian Saville, Gibs professor and investment strategist, for the latest instalment of our underlying Long Game series. He argues that we have entered an age of fracture, where political upheaval, shifting economic gravity, military realignment and rising cultural influence are res…
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Sean Standerwick, director of MLP Wealth in Surrey, joins The Advice Show this week to discuss his journey into financial advice, buying the firm off his dad with his brother and what clients are saying to him ahead of the Budget.By Citywire
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'We're the inverse of ChatGPT': How and why BlackRock is using AI
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20:32It would be an understatement to say AI is a hot topic right now. And with the advent of hugely popular large language models in recent years, such as ChatGPT, the big question is just how AI is influencing the behaviour of asset managers. In an exclusive video interview, Adam Riley, head of international wealth at BlackRock Systematic, discusses h…
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Paris Jordan on SDR for MPS: ‘It's not a never, it's just a when'
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26:50
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26:50Charles Stanley’s head of responsible investing Paris Jordan dives deeper into what needs to happen for the FCA to push forward with its plans to roll out SDR in the model portfolio sector.By Citywire
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The Advice Show: Mike Ambery joins to discuss the Budget
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32:24Standard Life's Mike Ambery joins the Show this week two weeks out from the most hotly anticipated and discussed Budget in living memory. What might Rachel Reeves do, and what measures can the country expect as she looks to write off some of the deficit?By Citywire
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Ian, Sam and Alex discuss the quiet rise of $580bn RIA Wealthspire, which this week unveiled its new C-suite following its re-acquisition by PE backer Madison Dearborn and subsequent merger with three other businesses. The team also looks at another wealth giant, $89bn AlTi Global. The firm is also a product of a series of mergers, and – according …
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EBI Portfolios ‘acknowledge issues’ with a pure passive approach
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23:09Head of investment Jonathan Griffiths dives into EBI’s new fund launches and its tolerance-based approach to rebalancing its MPSBy Citywire
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Ian and Sam join the pod from Denver, Colorado where they have been attending Schwab Impact, the custodian's annual advisor jamboree. A bellwether for the wider wealth management industry, headlines from this year’s conference have been dominated by ... err ... Schwab, which has been busy buying a private markets platform, launching a growth consul…
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Boxing clever in a resilient global economy
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21:15In this episode of Money, Markets, and Masterminds, Citadel chief economist Maarten Ackerman joins editor Ruan Jooste to unpack what has been a volatile yet unexpectedly resilient year for global markets. From the US dodging recession fears and Europe’s fiscal rearmament to China’s structural slowdown and South Africa’s quiet progress beneath the n…
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Quilter: This is what we want to see in the Budget
24:00
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24:00Rachael Griffin, head of tax and trusts at Quilter, says stability will be key as Rachel Reeves’ eyes policy changes ahead of the Autumn Budget.By Citywire
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Stifel slams the door on sale talks... or does it?
26:01
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26:01Alex, Ian and Sam discuss Sam's reporting on investment bank and broker-dealer Stifel emphatically denying that it is selling itself to Raymond James and how Thursday's denial doesn't necessarily mean the story is over, plus Ian explains how and why Constellation Wealth Capital's Karl Heckenberg is looking to raise $2bn from investors to buy minori…
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Morningstar expands South African fund coverage
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17:40Morningstar has taken a major step in deepening its local presence, expanding its Manager Research coverage to include South African-domiciled funds for the first time. In this episode of Money, Markets, and Masterminds – part of the monthly Mind over Markets with Morningstar series – Citywire South Africa speaks to Michael Dodd, senior fund analys…
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How the RIA industry's most prolific banker views the M&A market
39:59
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39:59Ian and Houlihan Lokey managing director Steven Levitt have an extended conversation about how RIA auction processes work, what Steven learned from selling his own business to a larger institution and what might cause wealth management dealmaking to slow down.By Citywire
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Three leading Model Portfolio asset allocators discuss the UK, US and Emerging Markets in a debate chaired by Citywire news editor Dylan LoboBy Citywire
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