Walking With Wealth Managers Podcast
Citywire Wealth Manager’s On the Road team go walking with wealth managers from across the country to find out what makes the people of the industry tick. Our aim is to find out the who, what, where, when, why and how about our interviewees and uncover some fascinating stories from their careers and time in wealth management.
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Keen cyclist, runner and Londoner David Miller, investment director at Quilter Cheviot, meets Wealth Manager’s Eleanor Mahmoud for a walk around the Serpentine in Hyde Park. Well known for his award winning written series ‘Diary of a Fund Manager’, he tells the story of where it came from, the journey it has taken him on and where he sees it going. With over 30 years in the investment industry, he talks memorable moments, crashes and why the next generation are in a unique position. Join us for an enjoyable episode making the most of London’s great outdoors.
Northern lass Julie-Ann Ashcroft takes Eleanor Mahmoud on a walk around Shorne Park in Kent, home to Cardiac Hill. With a scientific background looking for enzymes in the skin, Julie-Ann explains what drew her from pharmacology to the world of investments and how she find that quite significant industry shift. Now head of investments at Standard Life Wealth, she discusses the firms growing interest in positive impact investing. Hear more about the challenges to investors but likewise what excites Julie-Ann the most.
On home turf in London on a very wet and windy day, Matt Phillips, managing director at Thomas Miller, takes Wealth Manager’s Eleanor Mahmoud for a scenic 3 mile walk starting at the Tower of London. Walking past London Bridge, Millennium Bridge and through the City , he waxes lyrical about his concerns in financial services and the change he thinks we are right in the midst of. They also discuss behavioural finance and wonder why the industry doesn’t have a greater knowledge of such an important and relevant concept.
Join us as we walk around the quieter end of Glasgow city centre with Mary Coughlan from Redmayne Bentley. Originally a scientist, she tells us how she made the leap into investment management and discusses the ongoing gender imbalance, exclaiming how the lack of females is a massive loss to this industry. Having been in financial services for over 16 years, she recalls being in the USA when the news of Lehman Brothers broke and tells us exactly why she’s not addicted to markets.
In this episode, we whizz up to Yorkshire to meet Aidan Butler, head of Standard Life Wealth’s Leeds office. Walking past the River Wharfe and looking over the Dales, Butler discusses the office’s charity partnerships and involvement with ‘Leeds Leads: Healthy Minds for a Thriving City’, an initiative also supported by Prince Harry. He also explains how he manages his time at work and how his interest in investments saw his natural development into the position he holds now.
Actively involved with a local charity helping homelessness, Greg Mahon tells Wealth Manager’s Eleanor Mahmoud why he chose to work with such a cause and what it means to him. Rathbone’s regional director and head of its Chichester office also explains who has inspired him on his journey in the investment world. Climbing over gates and stiles, this episode offers a true glimpse into life in the South Downs as Mahon even bumps into a client during the walk.
Walking around Ardington House in Oxfordshire, Wealth Manager’s Libby Ashby gets to know the incredibly well travelled Lorne Baring, managing director of B Capital. As an ultra-high net worth investment manager using almost entirely ETFs, Lorne shares an insight into the business, as well as the countries it has taken him to. Once the highest revenue private banker at Barclays, hear his absorbing journey from 10 years in the British Army to the investment management world. Hint: speaking Portuguese helped!
Walking around Newlands Corner in the North Downs, Louis Coke tells Wealth Manager’s Suzie Bliss why he loves the greenery of Guildford and why investment management is a good career option for the younger generation. They discuss some rocky investment holdings and cross paths with quite a few dogs on the way, some better behaved than others!
Suzie Bliss meets Brewin Dolphin’s Ben Gutteridge in London’s Regents Park. He divulges his expertise behind hosting Brewin Dolphin’s own podcast, the memorable guests he’s interviewed and whether he’s got anyone’s name wrong. We also discover his rise through fund selection and Ben reveals the best lesson he’s learnt in his career.
Suzie Bliss goes for a walk around Edinburgh’s The Meadows with Tcam’s Mark Little. She uncovers Little’s fascinating career from accountant and qualified South African game ranger to fund manager before settling in the private client investment management world.