What does it really take to build and protect long-term wealth? In this episode, I sit down with a former JP Morgan Client Wealth Relationship Manager who shares how high-net-worth individuals manage their money — and how you can apply the same strategies. We dive into his experience managing elite clients at JP Morgan, the transition into ethical and Islamic finance, and the realities of discretionary portfolio management. From budgeting and pensions to understanding gold, Sukuk, and the emotional journey of first-time investors — this episode is packed with valuable insights.If you found our last episode on saving tax useful, this is the perfect next step. Whether you’re just starting your financial journey or looking to refine your wealth strategy, this conversation will open your eyes to how money really works at the top.
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