In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today.
Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects on how leaders can support advisers through increasing complexity, scrutiny and change. She also discusses the future skills required in wealth management, the importance of diversity and inclusion, and how professional bodies can help firms adapt while staying true to their values.
Measured and forward-looking, Part 2 offers further insight into Tracy’s leadership philosophy and the CISI’s commitment to raising standards, strengthening professionalism and supporting the long-term health of the industry.
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