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Wealth Unwrapped: The CISI
The CISI
16 episodes
1 week ago
Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

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Mathematics
Business,
Careers,
Investing,
Science
RSS
All content for Wealth Unwrapped: The CISI is the property of The CISI 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.
Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Mathematics
Business,
Careers,
Investing,
Science
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Stewart Sanderson, CEO of Irwin Mitchell - Part 1
Wealth Unwrapped: The CISI
34 minutes 32 seconds
1 week ago
Stewart Sanderson, CEO of Irwin Mitchell - Part 1

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 evolving role of advisers, the influence of technology on client engagement, and how the industry is adapting to meet the expectations of the next generation.


A thoughtful and insightful discussion that opens the door to a deeper exploration of the values shaping modern wealth management.


Hosted on Acast. See acast.com/privacy for more information.

Wealth Unwrapped: The CISI
Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

Hosted on Acast. See acast.com/privacy for more information.