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Wealth Unwrapped: The CISI

Wealth Unwrapped: The CISI

Auteur(s): The CISI
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À propos de cet audio

 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.

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The CISI Finances personnelles Gestion et leadership Mathématique Science Économie
Épisodes
  • Dean Proctor, CEO of 7IM - Part 2

    Dean Proctor, CEO of 7IM - Part 2
    May 14 2025
    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 together to guide the next chapter of success.

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    18 min
  • Dean Proctor, CEO of 7IM - Part 1

    Dean Proctor, CEO of 7IM - Part 1
    Apr 30 2025
    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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    24 min
  • Paul Stockton, CEO of Rathbones - Part 2

    Paul Stockton, CEO of Rathbones - Part 2
    Apr 16 2025
    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.

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

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