Welcome to another episode of the Executives in Wealth Management podcast.

This week, your host Thomas Spencer sat down with James Dingwall, a Founder and CEO in the financial service and compliance spaces. 

James shared his advice for people who are growing their businesses, including how to balance impostor syndrome and overconfidence, and the importance of trusting cultures in the wealth management space. 

Tune in for an insight into another fascinating executive!

Welcome back to the Executives In Wealth Management podcast.

Episode 13 features a fantastic conversation between your host, Thomas Spencer, and Svenja Keller, who is an independent financial advisor and coach, specialising in lifestyle choices. 

The pair covered the importance of relationships and trust in the wealth management space, as well as finding your purpose through your four words. 

They also unpicked the emotional journey that Svenja has been on during the move from corporate life in London to establishing her own micro business in the countryside. 

Listen in for another fantastic episode.

Welcome to another instalment of the Executives in Wealth Management podcast.

This week, your host Thomas Spencer was joined by Pete Ridlington, the Founder and CEO of Ningi. 

Pete shared his story of setting up Ningi, as well as the origin of its name. 

The pair also talked about managing teams in a startup environment, the importance of pursuing passion projects at work and how tech works within the wealth management space. 

Tune in for more insights into another fascinating executive.

Welcome to Episode 11 of the Executives in Wealth Management podcast.

In this week’s episode, Thomas Spencer spoke to Kathryn Kendall, the Chief People Officer at Saltus, to talk about all things company culture. 

They dug into Kathryn’s background and inspiration before uncovering the secrets to building a strong culture and HR’s place in facilitating that growth. 

Listen in for a fantastic interview.

Welcome to another episode of the Executives in Wealth Management podcast.

On Episode 10 your host, Thomas Spencer, was joined by the Head of Wealth Management at Handelsbanken Wealth & Asset Management, P K Patel. 

The pair talked about leadership and management in the financial industry, including P K’s belief in leading from the back. The pair also covered several methods to bring your team along with you, which are invaluable insights for anybody who is leading in the space. 

Tune in for another great conversation! 

Welcome to Episode 9 of the Executives in Wealth Management podcast.

On this week’s episode, Thomas Spencer was joined by Ian White, Chief Executive Officer of Beckett Investment Management Group. 

They had a fascinating conversation about why Beckett's have chosen to become a B Corp organisation, while diving into leadership topics such as company culture, starting a new role and Ian’s lessons from the acquisition space. 

They also touched on Ian’s experiences of mental health and how he’s worked to improve it throughout his career. 

Listen in for another great episode.

Welcome to Episode 8 of the Executives in Wealth Management podcast.

This week, your host, Thomas Spencer, was joined by Soondra Appavoo, the CEO of Craven Street Group. 

During this episode the pair dive into the importance of doing the right thing, managing risk and reward and how to make your business attractive to a potential buyer. 

Tune in for more fascinating insights from the wealth management industry!

Welcome back to the Executives in Wealth Management podcast.

This week, your host Tom Spencer was joined by Alan Smith, the CEO and Founder of Capital Asset Management. 

In this episode they dive into Alan’s professional history and how he uses podcasts to gain clients and colleagues, as well as his advice for creating a scalable marketing strategy. 

Tune in to learn more about another fascinating executive in wealth management. 

In this episode of the Executives in Wealth Management podcast Tom Spencer was joined by Eddy Reynolds, who is the Chief Executive Officer of Close Brothers Asset Management. 

During the episode they talked about Eddie's approach to his own career, what strong communication looks like, and the importance of setting a North Star. 

They also got to know Eddie on a personal level, including his early history and key influences on his mindset. 

Tune in for insights on another inspirational executive!

Episode 5 of the Executives in Wealth Management podcast saw our host, Tom Spencer, sit down with none other than Colin Lawson, the Founder and Partner at Equilibrium Financial Planning. 

They did a deep dive on Colin’s family background and early career to uncover the steps that led to his success, covering everything from his struggles at school to the mindset that set him apart from his colleagues. 

Colin also talked about why his company culture is so important to him as a leader, how a vision needs to be distilled into tangible outputs and his plans to find an exit that is aligned with his personal values. 

Listen in to learn from another insightful executive.