Wealth Unwrapped: The CISI

In Part 1 of his conversation with host Glenn Murphy, Matt Handley, CEO of Handelsbanken Wealth, reflects on the journey that brought him into banking and the experiences that have shaped his leadership along the way. He discusses the values that sit at the heart of Handelsbanken’s model — trust, empowerment, and long-term relationships — and how these principles continue to guide the organisation’s approach in a rapidly evolving financial landscape.Matt also shares insights from supporting customers, communities, and colleagues through different stages of growth and challenge, emphasising the importance of sound judgement, local decision-making, and authentic human connection. The discussion delves into the changing expectations of customers, the role of technology in enhancing rather than replacing relationships, and how the bank is adapting to meet the needs of the next generation.A thoughtful and engaging conversation that sets the stage for a deeper exploration of the values and vision driving Handelsbanken’s distinct approach to banking.

In Part 2 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.

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.

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.

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.

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.