Wealth Unwrapped: The CISI

By The CISI

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the le... more

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FAQs about Wealth Unwrapped: The CISI:

How many episodes does Wealth Unwrapped: The CISI have?

The podcast currently has 16 episodes available.

Wealth Unwrapped: The CISI episodes:

October 22, 2025 Stewart Sanderson, CEO of Irwin Mitchell - Part 1
In Part 1 of his conversation with host Glenn Murphy, Stewart Sanderson, CEO at Irwin Mitchell, shares the personal journey that led him into the world of wealth management and the principles that continue to guide his leadership today. He reflects on how trust, transparency, and purpose underpin his approach to helping clients navigate complex financial decisions in an ever-changing landscape.

Stewart also discusses the lessons he’s learned from supporting individuals, families, and business owners through different stages of their financial lives, highlighting the balance between technical expertise and genuine human connection. The conversation explores the evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.

A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.
Hosted on Acast. See acast.com/privacy for more information.
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35min
October 07, 2025 Chris Fisher, CEO of Multrees Investor Services - Part 2
In Part 2 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, continues to explore the values and strategic thinking that underpin modern wealth management.

Building on the themes introduced in Part 1, Chris delves further into how the industry is responding to shifting client expectations — from a stronger focus on transparency and clarity to the growing demand for purpose-driven financial advice.

He expands on the evolving responsibilities of advisers today, and why emotional intelligence is just as critical as technical knowledge when supporting clients through complex financial journeys. From working with entrepreneurial families to navigating generational wealth transfers, Chris shares further insights into what it takes to build lasting trust and deliver meaningful outcomes.

The conversation also revisits the role of technology — not as a replacement for human connection, but as a tool to enhance it — and considers how the next wave of investors will influence the future of the profession.

A thoughtful continuation of a candid discussion, offering practical perspectives on what it means to lead with integrity in an ever-changing financial landscape.
Hosted on Acast. See acast.com/privacy for more information.
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29min
September 24, 2025 Chris Fisher, CEO of Multrees Investor Services - Part 1
In Part 1 of his conversation with host Glenn Murphy, Chris Fisher, CEO at Multrees Investor Services, shares the personal journey that led him into wealth management and why building trust remains at the heart of his work. He reflects on the changing expectations of clients today, particularly the growing desire for clarity, transparency, and a sense of purpose behind financial planning.

Chris also speaks about the lessons he’s learned from guiding families and entrepreneurs through different stages of their financial lives, and the importance of balancing technical expertise with empathy. The discussion touches on the evolving role of an adviser, the impact of technology on client relationships, and how the industry can adapt to serve the next generation of investors.

An engaging and candid conversation that sets the stage for a deeper dive into the values and strategies shaping modern wealth management.
Hosted on Acast. See acast.com/privacy for more information.
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32min
September 03, 2025 Guy Matthews, CEO of Sarasin & Partners - Part 2
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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24min
August 20, 2025 Guy Matthews, CEO of Sarasin & Partners - Part 1
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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21min
August 06, 2025 David Esfandi, CEO of Canaccord Wealth - Part 2
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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21min
July 23, 2025 David Esfandi, CEO of Canaccord Wealth - Part 1
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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22min
July 09, 2025 Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 2
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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25min
June 25, 2025 Paul Abberley, CEO of Raymond James Wealth Management & Charles Stanley - Part 1
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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28min
June 11, 2025 Andrea Montague, CEO of Brooks Macdonald - Part 2
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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26min

FAQs about Wealth Unwrapped: The CISI:

How many episodes does Wealth Unwrapped: The CISI have?

The podcast currently has 16 episodes available.