Flex and the City - Great leadership in financial services
Rachel Treece
77 episodes
3 months ago
In this week’s episode of Flex and the City, I’m joined by Florent Albert, CEO of Utmost, for an insightful conversation on the art of leading through change. Florent’s journey spans the globe—Provence, New Caledonia, Paris, Leeds, the US—and each chapter has shaped his unique approach to leadership. From navigating mergers and acquisitions to understanding team dynamics and regulation, one thing is clear: change is inevitable, but it’s how leaders respond that truly matters. Florent doesn’t ...
All content for Flex and the City - Great leadership in financial services is the property of Rachel Treece and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this week’s episode of Flex and the City, I’m joined by Florent Albert, CEO of Utmost, for an insightful conversation on the art of leading through change. Florent’s journey spans the globe—Provence, New Caledonia, Paris, Leeds, the US—and each chapter has shaped his unique approach to leadership. From navigating mergers and acquisitions to understanding team dynamics and regulation, one thing is clear: change is inevitable, but it’s how leaders respond that truly matters. Florent doesn’t ...
In this week’s episode of Flex and the City, I’m joined by Florent Albert, CEO of Utmost, for an insightful conversation on the art of leading through change. Florent’s journey spans the globe—Provence, New Caledonia, Paris, Leeds, the US—and each chapter has shaped his unique approach to leadership. From navigating mergers and acquisitions to understanding team dynamics and regulation, one thing is clear: change is inevitable, but it’s how leaders respond that truly matters. Florent doesn’t ...
In the final episode of Flex and the City for 2024, I have the pleasure of connecting with the visionary Paul Chapman, Managing Director of HornbyChapman! 💼✨ Paul shares his invaluable insights on why the next generation of Financial Services professionals—especially Gen Z—must embrace AI and sharpen their sales skills to thrive in this dynamic industry. Key Takeaways: Resilience wins: Your circumstances don't define your future. Paul's story is a testament to perseverance and emb...
In the latest episode of Flex and the City, I had an inspiring conversation with Brian Godins, Chief Commercial Officer at Callistone. His 31-year journey through financial giants like Morgan Stanley and HSBC offers insightful wisdom for every listener. The Chief Commercial Officer of Calastone shares what financial services can learn from Doods the cat and how they need to adapt and stand out to attract Gen Z talent. 🚀 A Few Key Highlights: From Tennis Dreams to Finance: Brian’s shift ...
𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝘄𝗶𝘁𝗵 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗲 𝗥𝗲𝗻𝗮𝗿𝗱: 𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 🚀 In my latest episode of Flex and the City, I engaged in an enlightening conversation with Philippe Renard, Deputy CEO of Caecis and former CEO of RBC in Luxembourg. Philippe shares his remarkable journey from engineering to finance, offering valuable insights that resonate across industries. 𝗔 𝗙𝗲𝘄 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝘁𝗼 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: Philippe transitioned from a chemical engineering background into banking, e...
I'm thrilled to share our latest episode of Flex and the City, where I had the privilege of speaking with David Sarfas, The Managing Director at CSC. 🎙️ ✨ In this episode, David Sarfas, Co-Head of Global Funds and UK Country Head at CSC, shares his thoughts on the future of financial services. He emphasises that if the industry wants to win gold, it must focus on increasing transparency, safety, and security—not just for its clients but for the public as a whole. 💼 🎯 In this...
Dave Micallef dives into an engaging conversation with Aric Faber, the dynamic President and CEO of SalesPage, on the latest episode of Flex and the City. From starting with Aric Faber's background, leadership philosophy, and experiences in business. To emphasising the importance of authentic leadership, influenced by his early experiences in sports and mentorship. He values teamwork and building a strong, motivated team that aligns with personal and professional goals. He al...
Had an amazing interview with Emanuele Vignoli, the CEO of HSBC in Luxembourg on Flex and the City, and it did not disappoint! 🎙️✨ Emanuele dives deep into “Gender Finance” and his passion for boosting diversity in financial services. He stresses the importance of authentic leadership, continuous development, and staying curious in our ever-changing world. 🌍 Emanuele also champions the development of new leaders, emphasising personal growth and patience as keys to success. Hear his insights o...
🎙️ Today on Flex and the City, we took a virtual trip to Bella Italia with Francesca Prym! As the CEO of UBS Fund Management in Luxembourg and Head of UBS Mancos Europe, Francesca brought one important thing—ENERGY. You’ll walk away from this episode feeling inspired, energised, and reassured by her incredible insights and passion for the industry. 🌟 Francesca's vision for the future of fund management in Europe is innovative and deeply committed to excellence and sustainability. 🌍✨ Tune in t...
In this special edition of Flex and The City, Dave Micallef engages in an eye-opening conversation with none other than Kirsty Watson, the powerhouse Chief Operating Officer of Advisors at abrdn. Kirsty takes us on a journey from her roots in Dunfermline, Scotland, to her unexpected path into the world of financial services. Drawing inspiration from leaders like Barack Obama, Nelson Mandela, and Sheryl Sandberg, Kirsty shares her valuable insights on leadership, emphasis...
I recently had the pleasure of sitting down with Bhagesh Malde, the Global Head of SS&C GlobeOp, for a great new Flex and the City conversation. From starting his life in Kenya and then beginning his working career in The City of London to his journey across multiple continents, Bhagesh's story is one of adaptability, resilience, and a relentless pursuit of diverse perspectives. As an ethnic minority navigating the corporate world in the 90s, Bhagesh encountered unique challenges that fos...
I had an incredible conversation with Craig Blair, the Country Head of Franklin Templeton Luxembourg on Flex and The City. Craig is authentic, humble and thoughtful in his approach to leadership. He speaks from the heart and believes that everyone can be successful. We spoke about his childhood in Belfast, the impact of the "troubles" and the strength of his mother often alone raising 3 children as well as his passion for travel, music and rugby. Craig is passionate about cultural and n...
It was a pleasure to host Falk Fischer on Flex and the City, where we delved into his 6 C’s: Cuba, China, Culture, Connection, Change, and Camping. Falk and I discussed the continual nature of change, encouraging us to take control and steer it. He also stressed the importance of understanding various cultures, arguing that this comprehension is crucial for appreciating different viewpoints. He expressed his view that the main assets in Financial Services are human beings; and we ...
Had a fantastic time interviewing Enrique Sacau on Flex and the City! As the Group CEO of Kneip, Enrique shared his insightful thoughts on appreciating what we have and avoiding making things too complex in general and also in the fund industry. He also shed light on the importance of flexibility and adaptability in the ever-changing business and geopolitical landscape. Thanks for sharing your wisdom, Enrique! We all need to stop the Drama would be my big takeaway from this great ...
Had a fantastic time interviewing Benjamin Collette on #FlexandtheCity. 🎙️ ✨ We delved into how the financial industry can learn from the kitchen—just as the right mix of ingredients makes a great dish, diversity in financial services teams can lead to great success. 🥘 🚀 He also shed light on the preconceived notions surrounding financial services being an exclusive club. His dedication to breaking down these barriers through financial education is inspiring. Thank you, Benjamin, ...
Wonderful to interview Elaine Chim from Apex Group who brings both Yin and Yang to financial services. Elaine was born and raised in Glasgow to Asian immigrants and after starting her career in London has spent the last decade in New York Yin and Yang is the symbol of harmony that reminds us that life is a balancing act and we are most fulfilled when we learn to embrace its dualities. Elaine talks about the need to embrace empathy and foster a balanced approach in leadership to en...
Flex and the City is back after the summer vacation and who better to interview than Martin Vogel the Global Strategy Officer of Waystone. 🎧 🎙️ 🌟 𝗜𝗻 𝘁𝗵𝗶𝘀 𝗹𝗮𝘁𝗲𝘀𝘁 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝘄𝗲 𝗱𝗶𝘃𝗲 𝗱𝗲𝗲𝗽 𝗶𝗻𝘁𝗼 𝗠𝗮𝗿𝘁𝗶𝗻'𝘀 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗲, 𝗵𝗶𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵, 𝗮𝗻𝗱 𝗵𝗼𝘄 𝗵𝗲'𝘀 𝘀𝘁𝗲𝗲𝗿𝗶𝗻𝗴 𝗪𝗮𝘆𝘀𝘁𝗼𝗻𝗲 𝘁𝗼 𝗻𝗲𝘄 𝗵𝗲𝗶𝗴𝗵𝘁𝘀. Plus, we'll be discussing his 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗰𝗼𝘂𝗿𝘁𝗿𝗼𝗼𝗺 𝘁𝗼 𝘁𝗵𝗲 𝗯𝗼𝗮𝗿𝗱𝗿𝗼𝗼𝗺, and how his military background has shaped his view on what it takes to lead. We'll also 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗶𝘀 ...
Flex and the City is coming to you from Switzerland🇨🇭 today, where we had the fantastic opportunity to sit down with the self-proclaimed "fund nerd" Norbert Schmitz. Norbert shares his unique perspective on leadership and communication in the funds industry, drawing from the intriguing analogy of pets and their owners. He believes that, much like the special bond and understanding between pets and their owners, leaders and their teams in the funds industry should also share a strong connectio...
I loved interviewing Michael Fox - he gave me real goosebumps. From discussing his humble beginnings to his unwavering passion for encouraging new talent to join the financial services industry, Michael's story is truly remarkable. Michael discusses the importance of social mobility and highlights key elements of great leadership: effective communication, authenticity, having a clear vision, empowering others, and fostering inclusivity! But what really gave me goosebumps was hearing abo...
Claire Marshall is an agent of change driven by doing the right thing. From beginnings in the North of England and "meandering" her way to the role of Chief Internal Auditor for abrdn, Claire shares her views on harnessing the collective, the power of diversity of thought and the need for resilience (huge positives in that word meandering but you need to listen to the podcast) 😀. Claire brought a huge amount of joy and personal wisdom to the interview. She shared with vulnerability and humili...
Sarah Sinclair is baking a new future for the financial services industry. 🎂 I met Sarah less than a month ago and it was quickly evident we shared alignment and passion on many subjects. As a result, I invited her to record this wonderful interview. Sarah stands for putting people at the heart of the financial services industry. As a leader in technology, she says that a symbiosis between AI and Humans needs to be even better leveraged, without fear!! She is passionate about restoring the im...
Flex and the City - Great leadership in financial services
In this week’s episode of Flex and the City, I’m joined by Florent Albert, CEO of Utmost, for an insightful conversation on the art of leading through change. Florent’s journey spans the globe—Provence, New Caledonia, Paris, Leeds, the US—and each chapter has shaped his unique approach to leadership. From navigating mergers and acquisitions to understanding team dynamics and regulation, one thing is clear: change is inevitable, but it’s how leaders respond that truly matters. Florent doesn’t ...
