Episodes
Monday Apr 22, 2024
The growing importance of biodiversity for wealth managers
Monday Apr 22, 2024
Monday Apr 22, 2024
Katie Royals, managing editor of PAM Insight, speaks to Stephen Metcalf, head of sustainable investing, British Isles & Asia at RBC Wealth Management, about the growing importance of biodiversity for the private wealth management industry.
Wednesday Sep 06, 2023
The active versus passive debate heats up
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Katie Royals, managing editor of PAM Insight, sits down with Alex Brandreth, the chief investment officer at Luna Investment Management, to discuss the age old debate of active versus passive wealth management.
Is there a right side to pick or does the answer lie somewhere in the middle?
Thursday May 25, 2023
Fast tracking the future of the wealth management industry
Thursday May 25, 2023
Thursday May 25, 2023
Katie Royals, PAM Insight's managing editor, speaks to Nuno Godinho, chief executive of Industrial Thought, about his firm's ambitions to fast track the future of the wealth management industry.
He discusses how this will be achieved through digital transformation, partnerships, increasing transparency and embracing sustainability.
Saturday May 13, 2023
Wealth management’s complicated relationship with tech
Saturday May 13, 2023
Saturday May 13, 2023
Katie Royals speaks to Andrew Back, chief commercial officer at Multrees, about the wealth management sector's relationship with technology and how firms are adapting to increasing client demand.
Monday Apr 24, 2023
Are trusts and family offices in conflict?
Monday Apr 24, 2023
Monday Apr 24, 2023
Can trusts and family offices complement each other?
PAM Insight's managing editor Katie Royals speaks to Darren Kellend, global head of private client services, and Laura Nevitt, head of family office, both at Hawksford about the relationship between trusts and family offices.
Friday Mar 17, 2023
Reasons to be optimistic
Friday Mar 17, 2023
Friday Mar 17, 2023
Managing editor Katie Royals sits down with Alex Brandreth, CIO at Luna Investment Management, to find some reasons to be cheerful in today's investment landscape.
While headlines may be negative, there are plenty of opportunities for wealth managers and investors to benefit from.
Monday Feb 20, 2023
Is globalisation dead?
Monday Feb 20, 2023
Monday Feb 20, 2023
Given the recent volatility in financial markets, Katie Royals - PAM Insight's managing editor - spoke to David Storm, the CIO of RBC Wealth Management in the British Isles and Asia about what this means for investment portfolios.
He explores whether this is the end of globalisation and the repercussions of politicians having an increasing influence on financial markets.
Monday Jan 23, 2023
The importance of client experience
Monday Jan 23, 2023
Monday Jan 23, 2023
Katie Royals, managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway, about how firms can leverage the powers of technology to offer an enhanced level of service to clients.
Thursday Sep 08, 2022
Client centricity in the digital world
Thursday Sep 08, 2022
Thursday Sep 08, 2022
As digital solutions become more commonplace in the wealth management sector, how can firms ensure they are maintaining and enhancing their high levels of service to clients?
Monday May 10, 2021
Entrepreneurial Wealth Management
Monday May 10, 2021
Monday May 10, 2021
An increasingly large regulatory burden is making it more challenging for wealth management entrepreneurs to strike out on their own.
Nonetheless, a steady stream of people who become disillusioned with the product-led offerings at bigger wealth firms and private banks, and set up disruptive boutiques that make the industry dynamic and interesting, as well as keeping the big boys on their toes.
We sat down with Mark Perchtold, who left Goldman Sachs in 2016 to found OMBA Advisory & Investments; Will Proger, who gave up a steady salary behind in the middle of the pandemic, to launch private investment office William & Partners; and Vikash Gupta, an alumnus of Barclays Wealth and a man who wears multiple entrepreneurial hats.
They spoke about the competition for talent, how they cope with an ever-increasing regulatory burden, and what they learnt during their first years in business.
Meanwhile, Roger Clarke, head of capital markets at IPSX told us how smaller, more agile investment managers can look outside the mainstream trades to deliver value for clients.
This episode is kindly sponsored by IPSX and hosted by Alexandra Newlove, editor of thewealthnet. Katie Royals, senior reporter at PAM Insight, produced the episode.