Wealth Unwrapped: The CISI

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 ev...

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 wo...

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 ev...

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.

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In this episode of Wealth Unwrapped, host Glenn Murphy is joined by Guy Matthews, CEO of Sarasin & Partners, for a wide-ranging conversation about his career and the principles that guide his leadership. Guy shares his journey through the world of asset and wealth management, offering insights into how Sarasin has built its reputation around long-term thinking, stewardship, and sustainability. He discusses the importance of purpose in investment management and how a values-led approach shapes both client relationships and company culture. It’s an engaging look at what it means to lead with conviction in today’s evolving financial landscape.

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In Part 2 of this insightful conversation, Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like.

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In this episode of Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world.

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In this follow-up episode of Wealth Unwrapped, Glenn Murphy continues his conversation with Paul Abberley, CEO of Raymond James and Charles Stanley. Picking up where they left off, Paul reflects on the evolving challenges of leading two prominent wealth management firms in today’s fast-changing financial landscape. He shares how his approach to leadership has been shaped by decades in the industry, and how he fosters innovation, resilience, and client trust across both organisations. From managing cultural integration to embracing digital transformation, this episode offers a deeper dive into what it takes to run firms at the forefront of UK fin...

In the latest installment of Wealth Unwrapped, host Glenn Murphy sits down with Paul Abberley, CEO of Raymond James & Charles Stanley. They explore his distinguished career trajectory—from early days in investment management to rising through the ranks of two major firms. Paul shares key insights into his leadership philosophies: balancing growth with client-centric integrity, promoting strong corporate culture, and adapting to evolving market trends. The conversation also delves into how he oversees operations across both companies—emphasizing strategic alignment, risk governance, and a forward-thinking approach to technology and talent. A must-listen for anyone interested in executive decision-making and steering wealt...

In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look a...

In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vis...

In Part 2 of Wealth Unwrapped’s conversation with Dean Proctor, CEO of 7IM, host Glenn Murphy continues the deep dive into Dean’s journey—this time shifting focus to the future of wealth management and the evolving role of leadership in finance. Building on the personal insights shared in Episode 3, Dean explores how technology, client expectations, and cultural shifts are reshaping the industry. He discusses the importance of intentionality in both business and life, and how his leadership philosophy has adapted in response to change. This thoughtful continuation offers listeners a candid look at how experience, adaptability, and purpose come togethe...

In Episode 3 of Wealth Unwrapped, host Glenn Murphy sits down with Dean Proctor, CEO of 7IM, to delve into his personal journey through the world of wealth. Dean reflects on the key experiences that have shaped his approach to leadership and finance, sharing lessons learned along the way. This open and insightful conversation offers a fresh perspective on navigating success, managing wealth with intention, and leading in today’s evolving financial landscape.

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In the second part of this premiere episode, host Glenn Murphy continues his conversation with Paul Stockton, CEO of Rathbones. Paul delves deeper into his personal wealth journey, offering candid reflections on the turning points that influenced his financial mindset. From his early career steps to leading one of the UK’s most respected wealth management firms, Paul unpacks the experiences that shaped his approach to building and sustaining wealth. This thoughtful dialogue reveals valuable takeaways for aspiring leaders and anyone seeking clarity at the crossroads of finance, leadership, and long-term vision.

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In Episode 1 of Wealth Unwrapped, host Glenn Murphy sits down with Paul Stockton, CEO of Rathbones, to explore his personal wealth journey. Paul shares insights into his career trajectory, the pivotal moments that shaped his financial philosophy, and his approach to managing wealth. This candid conversation provides valuable lessons for anyone interested in the intersection of leadership, finance, and long-term success.

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In Episode 0 of Wealth Unwrapped, host Glenn Murphy introduces the podcast, offering a glimpse into conversations with top wealth management CEOs. Get ready for insights, strategies, and behind-the-scenes stories that will change the way you think about wealth.

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