Wealth Unwrapped: The CISI

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.

In Part 1 of Wealth Unwrapped, host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services.Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. She discusses the importance of ethics, standards and lifelong learning, and how the CISI supports advisers and firms in navigating regulatory change, technological disruption and rising public expectations.Thoughtful and insightful, Part 1 sets the scene for a deeper exploration of purpose, trust and culture in wealth management, offering listeners a clear perspective on what good leadership looks like in a changing industry.

In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Andy Steel, CEO of James Hambros & Partners, going deeper into the responsibilities of long-term wealth stewardship.Andy expands on how the firm supports clients through complex and often emotional decisions, and why trusted advice extends well beyond investment outcomes. He reflects on leadership, culture and judgement, and the importance of building teams that think generationally while adapting to regulatory change and evolving client expectations.Measured and thoughtful, Part 2 offers further insight into the values and philosophy shaping James Hambros & Partners and its approach to modern wealth management.

In Part 1 of Wealth Unwrapped, host Glenn Murphy speaks with Andy Steel, CEO of James Hambros & Partners, about the realities of leading a modern wealth management firm.Andy reflects on supporting clients through complex and often personal financial decisions, and why long-term stewardship matters more than short-term performance. He also discusses balancing innovation with a highly personalised approach, navigating regulatory change, and building a culture rooted in trust, judgement and long-term thinking.Concise and insightful, Part 1 sets the scene for a deeper conversation on leadership, purpose and the evolving role of wealth management.

In Part 2 of this special edition of Wealth Unwrapped, host Glenn Murphy resumes his conversation with Stuart Cummins, CEO of Nedbank Private Wealth, delving deeper into the realities of leading a modern private bank.Stuart expands on how the firm supports clients through complex, often emotional financial decisions, and why genuine stewardship goes far beyond investment performance. He reflects on balancing innovation with personalised service, and how Nedbank Private Wealth is navigating shifts in regulation, client behaviour, and global uncertainty.The discussion also turns to culture and leadership: what it means to build teams that think long term, the importance of humility and listening, and how to foster an environment where both colleagues and clients can thrive.Insightful and refreshingly candid, Part 2 offers an even richer understanding of the purpose and philosophy shaping one of the industry’s most trusted private banks.

In this episode of Wealth Unwrapped, host Glenn Murphy sits down with Stuart Cummins, Chief Executive Officer of Nedbank Private Wealth, for a thoughtful exploration of what truly defines exceptional private banking in a rapidly evolving world. Stuart shares insights from his extensive career, reflecting on the responsibilities of leading a purpose-driven organisation and the importance of trust, clarity, and human connection in wealth management.The conversation spans the changing expectations of high-net-worth clients, the role of technology in enhancing—not replacing—advice, and how private banks can better support families across generations. Stuart also discusses the leadership principles that guide him, the value of long-term thinking, and how Nedbank Private Wealth is positioning itself for the future.Engaging, grounded, and forward-looking, this episode offers practical wisdom for wealth professionals and clients alike.

In Part 2 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 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.