In this episode of 'Investing for the Long Term,' hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry.

Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the importance of personal integrity, and how to balance career aspirations with personal ethics. Jamie also discusses his post-Brewin ventures, including his involvement in fund management boutiques and charitable work.

This episode offers valuable lessons on professional growth, the power of people in business, and the significance of giving back to the community.

Timestamps:

00:01 Introducing Jamie Matheson

01:40 Judith's Early Career with Jamie

03:10 Rosemary's Connection with Jamie

04:45 Jamie's Career Beginnings

05:50 Rising Through the Ranks

10:04 Leadership and Personal Relationships

11:27 Changes in the Financial Industry

14:50 Memorable Anecdotes

18:07 Challenges and Rewards of Leadership

21:48 Transition to Boutique Fund Management

23:19 Becoming Chairman of Saracen

25:15 Consolidating Boutiques: Challenges and Strategies

26:13 The Importance of People in Business

28:09 Navigating the UK Market Landscape

30:11 Passions Beyond Business: Sailing and Yachts

31:27 Involvement with HMS Victory

33:46 Qualities of a Good Board Member

35:31 Reflecting on Career Achievements

37:25 Advice for the Younger Generation

38:41 Recommended Reads and Final Thoughts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.

Hope you enjoy this episode and have a wonderful day.

Links & Resources:

Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers

Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en

Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Follow FYR on Twitter: https://twitter.com/FRetirement

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.