Wealth Unwrapped: The CISI

Tracy Vegro OBE, CEO of The CISI - Part 3

In the final episode of Wealth Unwrapped, host Glenn Murphy concludes his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), reflecting on the future of the profession and the legacy of principled leadership. Tracy shares her perspective on what lasting progress in financial services looks like, from embedding ethical decision-making and public trust to preparing the next generation of advisers for an increasingly complex world. She discusses resilience, adaptability and purpose, and the role leaders play in shaping cultures that endure beyond individuals. Considered and reflective, Part 3 brings the series to a close with clear insights into the values, vision and long-term impact driving Tracy’s work and the CISI’s mission to uphold standards and professionalism across the industry. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Tracy Vegro OBE, CEO of The CISI - Part 2

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. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Tracy Vegro OBE, CEO of The CISI - Part 1

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. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Andy Steel, CEO of James Hambros & Partners - Part 2

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. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Andy Steel, CEO of James Hambros & Partners - Part 1

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. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.