Shows
Money, Markets and MastermindsWhere FSCA and FCA part ways and where they don’tIn the second podcast from Citywire’s London studios, Money, Markets, and Masterminds tackles one of the hottest issues in advice today: regulation.
Citywire South Africa editor Ruan Jooste is joined by Jack Gilbert, editor of sister title Citywire New Model Adviser, to map how the global counterparts – South Africa’s Financial Sector Conduct Authority (FSCA) and the UK’s Financial Conduct Authority (FCA) – are reshaping the landscape.
The changes include South Africa’s sweeping Conduct of Financial Institutions bill and the UK’s new consumer duty regime, a new set of rules aimed at improving consumer prote...2025-06-2334 min
This Week in WealthAn unobstructed viewAlex Steger, Ian Wenik and Andrew Foerch look at what Hightower's first acquisition of 2025 means in the context of the company's history, discuss Citywire's new data project examining how much RIA employees get paid and recap last week's Citywire CIO Summit in Nashville.2025-05-1625 min
The Wealth ShowIWD 2025: A systemic issue that still needs addressingWomen are still woefully underrepresented in wealth management, with Citywire’s Alpha Female Report last year showing just 12.5% of active portfolio managers are female.
For International Women’s Day last week, Citywire hosted a roundtable featuring four Top 100 Women. The industry’s poor female retention rate was a hot topic of discussion, along with the need for senior management to become proactive mentors.2025-03-1315 minThis Week in WealthHappy New Year!Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.2025-01-1018 minThis Week in WealthHappy New Year!Citywire USA editor-in-chief Alex Steger, Citywire RIA editor Ian Wenik and Citywire RIA senior reporter Sam Bojarski discuss the rise of foreign investment in RIAs, the impending shift to Republican control of the SEC and the biggest themes they see playing out in the wealth management business in 2025.2025-01-1018 minMoney, Markets and MastermindsDecoding the Top 50 Advisers list and how advisers made the cutIn this episode of Money, Markets, and Masterminds we unpack the thinking behind Citywire South Africa’s inaugural Top 50 Adviser list that was released this week.
Joining me in studio is Tracy Benjamin, Citywire South Africa’s audience development relationship manager, who shared her insights into the selection process of advisers included in the report. She also discussed how this recognition can enhance the careers of advisers across the country.
We also touched on what was included in the questionnaire and some of the overarching themes that emerged from advisers’ submissions.2024-10-3109 minMoney, Markets and MastermindsAlpha Female Report: Gender parity in portfolio management remains elusiveCitywire’s 2024 Alpha Female Report was launched on Monday and revealed a somewhat encouraging stride in gender diversity within the asset management industry, with women now occupying 12.5% of portfolio management roles globally, up from 12.1% last year. The survey also showed, only about 12%, or 22 out of the 190 rated managers with funds domiciled in South Africa, are female.
One positive to draw from the report is that the overall numbers are going in the right direction, but a lot more needs to be done. Now in its ninth year, the report draws on Citywire’s database of just over 18,100 individual mone...2024-09-2018 minMoney, Markets and MastermindsNumsa boss slams neo-liberal policies and pension fund reformIn this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production.Numsa is the biggest trade union in South Africa with around 340,000 members. Mbuso is a key member of the executive committee and his responsibilities include directing the day-to-day operations and managing relationships with strategic stakeholders of Numsa members across a myriad of sectors including retirement funds in the manufacturing, mining and automotive sectors.He also wants wo...2024-06-0531 minMoney, Markets and MastermindsNumsa boss slams neo-liberal policies and pension fund reformIn this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production.Numsa is the biggest trade union in South Africa with around 340,000 members. Mbuso is a key member of the executive committee and his responsibilities include directing the day-to-day operations and managing relationships with strategic stakeholders of Numsa members across a myriad of sectors including retirement funds in the manufacturing, mining and automotive sectors....2024-06-0531 minMoney, Markets and MastermindsHow government policies will affect taxpayers and their advisers‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place, with me editor Ruan Jooste.Finance Minister Enoch Godongwana delivered his annual national budget speech in parliament on Wednesday. It is one of the key tools, together with the State of the Nation Address, that transpired earlier in February, that the members of parliament can use to hold the government acc...2024-02-2220 minMoney, Markets and MastermindsHow government policies will affect taxpayers and their advisers‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place, with me editor Ruan Jooste.Finance Minister Enoch Godongwana delivered his annual national budget speech in parliament on Wednesday. It is one of the key tools, together with the State of the Nation Address, that transpired earlier in February, that the members of parliament can use to hol...2024-02-2220 min
Citywire Deutschland: Der FinanzradarVon Essen nach Lemberg - Wie ein Essener Vermögensverwalter die Krisenregion unterstützt612 Tage nachdem der Essener Vermögensverwalter zum ersten Mal mit Hilfsgütern in die Ukraine gefahren ist, spricht Vorstandsmitglied Dr. Andreas Schyra mit Citywire Deutschland über die zurückliegende Zeit. Die Stiftung des Vermögensverwalters wurde für gemeinnützige Projekte in der Essener Region gegründet, wie kam es also dazu sich in der Krisenregion Ukraine mit Hilfsprojekten und spenden zu engagieren? Was hat er auf seiner Reise erlebt? Wie konnte geholfen werden? Wie wird aktuell noch geholfen? Welche Herausforderungen haben hiesige Stiftungen? Was hat alles mit dem Motto, „etwas zurückgeben“, zu tun?https://www.pvv-ag.de/pvv...2023-12-0642 minCitywire Deutschland: Der FinanzradarVon Essen nach Lemberg - Wie ein Essener Vermögensverwalter die Krisenregion unterstützt612 Tage nachdem der Essener Vermögensverwalter zum ersten Mal mit Hilfsgütern in die Ukraine gefahren ist, spricht Vorstandsmitglied Dr. Andreas Schyra mit Citywire Deutschland über die zurückliegende Zeit. Die Stiftung des Vermögensverwalters wurde für gemeinnützige Projekte in der Essener Region gegründet, wie kam es also dazu sich in der Krisenregion Ukraine mit Hilfsprojekten und spenden zu engagieren? Was hat er auf seiner Reise erlebt? Wie konnte geholfen werden? Wie wird aktuell noch geholfen? Welche Herausforderungen haben hiesige Stiftungen? Was hat alles mit dem Motto, „etwas zurückgeben“, zu tun?
https://www.pvv-ag.de/pvv-stiftu...2023-12-0642 min
The Advice Show‘A massive lack of due diligence!’: Experts criticise DB pension administratorsAn investigation by Citywire New Model Adviser found that former pension scheme members were threatened with legal action earlier this month. Pension scheme administrators including Capita and Mercer demanded the return of tens of thousands of pounds, after errors were discovered in transfer value calculations. Carla Langley, founder of The Langley Consultancy, dives into the issue with David Brooks, head of policy at pensions administrator Broadstone Corporate Benefits.The investigation can be found here: https://citywire.com/new-model-adviser/news/revealed-capita-demands-1m-db-transfer-money-back-from-members/a24233122023-08-2124 minThe Wealth ShowSaxo UK CEO: The decade-long 'goldilocks' period has endedCitywire Wealth Manager's Ross Miller welcomes Charlie White-Thomson, CEO of Saxo UK to the Citywire studio. They discuss how the new generation of investors must adapt to a new paradigm, the race to the bottom in fees (is there such things as a free lunch?), and how a decade-long Goldilocks period has shaped investors' attitude to risk.2022-10-2812 min
Citywire: The Ratings Radar ShowThe Ratings Radar Show: what’s happening in tech?Tech stock prices have collapsed in both public and private markets. What happens next?This latest edition of the Citywire Ratings Radar show has a different flavour.We’ve taken a break from the usual format of four talking heads around a virtual table.Instead, I sat down in the Citywire Studio to talk with Katelyn Donnelly, managing partner at New York VC firm Avalanche on everything from tech stock prices to private market funding and DAOs.2022-03-2815 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: China manager Rebecca Jiang; a top female manager for IWDThere are so many good female fund managers that finding one to focus on for International Women’s Day wasn’t a problem. Amid all the turmoil in Ukraine, It was also International Women’s Day last week when we all sat down for the latest edition of the Citywire Ratings Radar Show. So it was only natural that Nisha Long – one of the industry’s biggest champions of female fund managers - should pick China specialist Rebecca Jiang of JP Morgan to focus on. And her track record is amazing – AAA rated by Ci...2022-03-1416 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: Is this the best investor in Chinese equities?Martin Lau of FSSA Investment Managers is a remarkable fund manager with consistently high risk-related returns in several sectorsIt’s hard to pick holes in Martin Lau’s track record as a fund manager.Holding a Citywire Fund Manager Rating almost without a break for the last 15 years is one thing; to do so across 16 funds in several sectors such as China, Japan and Asia is extraordinary. Which is why Frank Talbot wanted to highlight him in this latest edition of the Citywire Ratings Radar Show, focusing particularly on his st...2022-02-0318 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: so where should we invest in 2022?Yes, 2021 was the year that had the lot. Reddit, meme stocks, crypto, and electric car companies with multi-billion dollar valuations and no revenue. So welcome to the final 2021 episode of the Citywire Ratings Radar show. Nisha Long shakes her head a d takes us through what happened while Angus Foote looks forward to 2022 and believes fundamentals will reassert themselves, as they always do. Frank Talbot thinks not much has changed with worries about inflation, China and Covid variants still top of mind.His other suggestion is to listen to the latest episode of the...2021-12-1522 minCitywire: The Ratings Radar ShowThe Ratings Radar Show: are we overhyping ESG as a fund selection tool?You might get the impression that every fund selector now chooses all their investments on an ESG basis. You might have to think again.Citywire’s flagship Berlin event returned in real life and how good was it to be back?It was a great opportunity to hear directly from Europe’s fund selectors for the first time in two years.One surprising aspect was that for all the growing hype about ESG – and the strong fund flows for such vehicles - it doesn’t seem to be the primary tool for fund...2021-11-1824 minThe Wealth ShowDigging into Woodford's returnDisgraced fund manager Neil Woodford has been hitting the headlines again with his attempts to enter back into the industry.
Last week Citywire revealed that Woodford is setting up shop in Delaware, after opening another outfit in the Cayman Islands in April.
Journalists Loukia Gyftopoulou and Selin Bucak discuss some of the latest stories they have been breaking on Woodford.
You can read more about the unfolding Woodford saga at citywire.co.uk/wealthmanager.2021-06-0212 minCitywire: The Ratings Radar ShowHow to make money from clean energyForget Gamestop, think Clean Energy. Nisha Long tells us about the latest Citywire thematic sector where managers have racked up amazing gains (but still trail some passive options by a long way) while Frank Talbot looks at the US market as the country adapts to a new president and treasury secretary.2021-02-0419 min
Citywire Ratings RadarThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors. Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.Richard Lander and Angus Foote (just back from the dentist) pose the questions while producer Alan Walsh makes us all sound like professionals.2021-01-1919 min
The Ratings Radar ShowThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors.Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.If you want to go straight to China, fast forward straight to 11:30.2021-01-1919 minCitywire: The Ratings Radar ShowThe risks in China and the promise of eco-investingThe Citywire Ratings Radar podcast crew kick off 2021 with a deep dive into two asset classes that are top of mind for many investors.Nisha Long introduces our new range of Citywire thematic sectors with a close look at the best managers in the fast growing ecology sector, while Frank Talbot reassesses China equities at a time of great uncertainty.If you want to go straight to China, fast forward straight to 11:30.2021-01-1919 minThe Ratings Radar ShowThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 minCitywire Ratings RadarThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 minCitywire: The Ratings Radar ShowThe Citywire Berlin edition – it’s all about ESG nowIn the latest Citywire Ratings Radar episode we discuss just how quickly ESG has become the new investing norm.2020-11-1019 minCitywire: The Ratings Radar ShowWho’s winning in China and making money in new energyIn the latest Citywire Ratings Radar episode we find the managers who are leading the pack in the booming Chinese equities sector. 2020-10-1618 minCitywire: The Ratings Radar ShowSix months on - what do the numbers tell us about the pandemic’s winners and losers?In the latest Citywire Ratings Radar episode we check the numbers to see how much the investment world has changed since the great March meltdown.2020-10-0222 minCitywire: The Ratings Radar ShowWhy does the funds industry have such a big problem with women?In the latest Citywire Ratings Radar episode we look at our annual Alpha Female report and ask whey things are getting better so slowly.2020-09-1721 minCitywire: The Ratings Radar ShowThe managers making the grade in global and European equitiesIn the latest Citywire Ratings Radar episode we track down the managers beating their peers in the global and European equities sectors.2020-07-0120 minCitywire: The Ratings Radar ShowWhere’s the income in equity income?In the latest Citywire Ratings Radar episode we ask some big questions: How do you run an equity income fund when dividends are vanishing? And should China really be an emerging market?2020-06-2523 minCitywire: The Ratings Radar ShowThe sparkle of China and a flight to quality in bondsIn the latest Citywire Ratings Radar episode we find that a strong weighting to China is the key to success in Asia, while demand for sovereign bonds keeps on rising.2020-06-1618 minCitywire: The Ratings Radar ShowEuphoric about euro bonds and big in JapanThis week’s Citywire Ratings Radar episode looks at the opportunities in eurozone bonds now that the ECB has opened up the buying taps again and uncovers the hidden attractions of Japanese equities.2020-06-0821 minCitywire Ratings RadarThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minThe Ratings Radar ShowThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minCitywire: The Ratings Radar ShowThe oil crisis editionFor the third Citywire Ratings Radar podcast, we slake our thirst at the deep and bountiful well referred to down the centuries as the source of Citywire Fund Manager Ratings data.2020-04-2723 minCitywire: The Ratings Radar ShowActive managers in the hurricane of the pandemicAmid the fastest bear market on record, the Citywire team delves into the performance data to see which managers did best by their investors.2020-04-0926 min
Citywire Wealth ManagerAAA-Paul Jourdan: how a fund epistemologist with a violin rises to the topA recent data crunch by Citywire revealed that Jourdan and co-manager David Stevenson, managers of the TB Amati UK Smaller Companies fund, has been AAA-rated by Citywire for 45 consecutive months, the longest streak out of the 15,000 or so manager Citywire tracks.
In this Podcast Jourdan discuss some of his best and worst investments over the last decade and offers some words of wisdom for budding young fund managers in what he describes to be a ‘hugely privileged’ job.2019-10-1531 min