The Chief

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/f1/20/6b/f1206b5e-7106-16c8-b71d-287c04c01e3b/mza_16679326294748030792.jpg/600x600bb.jpg

The Chief

Adam Scarr

9 episodes

2 days ago

Nancy has been Head of Investments and Chief Investment Officer working across both traditional and alternative asset classes at multiple firms since 2002. She held the position for eight years at Fortune Asset Management, then for another ten at Close Brothers Asset Management after it acquired the previous firm. She served in that role at Alvarium Investments from 2020 until it merged to create AlTi. Nancy’s early experience includes senior investment roles as Managing Director at Schroders...

Careers

Business

RSS

All content for The Chief is the property of Adam Scarr 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.

Careers

Business

Episodes (9/9)

The Chief

New York to London via Berlin, the route to Global Chief Investment Officer - Episode 9 - Nancy Curtain Global CIO Alti Tiedermann Global

1 year ago

47 minutes

The Chief

Whitehall graduate to OBE Honors and Chief Executive Officer of CISI - Episode 8 - Tracy Vegro OBE CEO at CISI

On this episode of The Chief podcast, we were joined by Tracy Vegro OBE Chief Executive Officer at CISI. Tracy joined the CISI in September 2022. She was previously Executive Director, Strategy and Innovation at the Solicitors Regulation Authority (SRA), leading on delivery of the SRA’s Corporate Strategy and heading up the Innovation, Regulatory and Education Policy and Research & Analysis teams as part of her portfolio. Prior to that, Tracy was Executive Director, Strategy ...

2 years ago

48 minutes

The Chief

Habib Bank AG Zurich Intern to CEO, Global Wealth Management - Episode 6 - Salman Haider CEO, Global Wealth Management, Habib Bank AG Zurich

On this episode of The Chief podcast we were joined by Salman Haider CEO, Global Wealth Management, Habib Bank AG Zurich Incorporated in Switzerland in 1967, for over fifty years Habib Bank AG Zurich has worked to bring expert financial and banking services to our clients around the world – along the way we have built an enviable reputation as one of the most trusted banking institutions. Salman Haider’s banking career spans over 25 years across EMEA and Asia. He has spent most of...

2 years ago

50 minutes

The Chief

From escaping the nuns to Executive Leader, Owner and Entrepreneur - Episode 5 - Annamaria Koerling, Managing & Founding Partner Delfin Private Office

On this episode of The Chief podcast we were joined by Annamaria Koerling, Founding & Managing Partner at Delfin Private Office they specialise in strategic consulting and wealth advisory for their clients who are international families, their family offices and trustees. They are global citizens with diverse and complex challenges, with a common objective of making their wealth work for them now and in the future. They work with families to design bespoke solutions that will enable them ...

2 years ago

54 minutes

The Chief

Warrington bank branch to CEO - Episode 3 - Stuart Cummins, Chief Executive Officer at Nedbank Private Wealth

On this episode of The Chief podcast, we were joined by Stuart Cummins, CEO of Nedbank Private Wealth, is a subsidiary of South African bank, where they focus on servicing HNW clients across banking, lending, investments and wealth planning. Stuart has had a fantastic career starting in a Barclays branch in Warrington and going on to progress through several roles for 24 years with the group before taking up senior leadership roles with C Hoare & Co and Cazenove Capital and then jo...

2 years ago

1 hour 9 minutes

The Chief

Landscape gardener to CEO - Episode 1 - Paddy Lewis, Chief Executive Officer at Artorius Wealth

On this episode of The Chief podcast we were joined by Paddy Lewis, CEO of Artorius Wealth a UK independent wealth manager focused on servicing HNW and UHNW private clients with bespoke wealth management advice. We go through the journey of Paddy's career learning the ups and downs of running a business to working on the leadership team of a global bank like UBS to running an ever growing external asset manager like Artorius Wealth. We hope you enjoy the episode and like, share and su...

2 years ago

50 minutes

The Chief

Betting shop to boardroom - Episode 2 - Sophie Kennedy Joint Chief Executive Officer at EQ Investors

On this episode of The Chief podcast we were joined by Sophie Kennedy, Joint CEO of EQ Investors, an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. We hope you enjoy the episode and like, share and subscribe. A Chief yourself? We are always excited to...

2 years ago

52 minutes

The Chief

The Chief Podcast - Introduction - Adam Scarr

Introduction to to "The Chief," a captivating career podcast that takes you behind the scenes of the senior leaders of wealth management, private banking, and asset management. Join us as we sit down with influential senior leaders, the true "chiefs," who have navigated the complexities of this industry. Gain invaluable insights and wisdom as they share their remarkable journeys, discussing the highs, lows, and pivotal moments that shaped their success. With thought-provoking conversati...

2 years ago

2 minutes

The Chief

Editor of African financial journal to Group Commercial Director - Episode 4 - Derek Hammond, Group Commercial Director at SG Kleinwort Hambros

On this episode of The Chief podcast we were joined by Derek Hammond, Group Commercial Director at SG Kleinwort Hambros a private bank part of Société Générale Group with more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, they provide the personal approach that clients would expect from a modern and responsible private bank. De...

2 years ago

51 minutes