Podcasts about james's place wealth management

Marilyn and her husband Hadi recently decided to buy a new car, a decision that turned out to be an 8-month ordeal. Making big financial decisions as a couple can be quite daunting, but that doesn't mean that spending your money individually is a walk in the park. In this episode, Rhea and Marilyn invite Marilyn's financial advisor Sharon Calderini to share tips with listeners for better financial planning in 2024. What are the pillars of wealth you should consider? Why should you be saving for the long term? And what are Rhea and Marilyn's new year's resolutions when it comes to their finances? Finally, after a bit of a hiatus, Marilyn and Rhea bring back the recurring segment “Two Kinds of People” to debate the value of spending on yourself. Got any financial new year's resolutions? Share them with us on sayhi@whoruntheworldpodcast.com.Sharon Calderini is a financial advisor with over 16 years of experience. She is a partner at St. James's Place Wealth Management, where she is helping clients and families in the UK and the UAE reach their full potential through solid financial advice, planning, and education. She has secured Fellow Chartered status as a financial advisor, a title held by only 3% of Chartered Insurance Institute members.Special thanks to Ciara Chown for her support with this episode.Who Run the World is a production of Reyzin Media. Hosted by Rhea Chedid and Marilyn Zakhour. Produced by Ahmed Ashour. Follow Who Run the World on Instagram and Tik Tok at @whoruntheworldpod. 

Welcome to Episode 61 of the Blue Light Leavers Podcast Now, this one really is a bit special, and this is going to help a huge amount of people. Today, we're talking pensions and we're really fortunate to be speaking to Rob Heath. Rob is a former police officer who retired due to ill-health after 23 years' service, and he's now the lead financial advisor for 3nines Financial Planning, and they offer bespoke financial planning for Police and Emergency Services personnel, and Rob is a Police pensions expert. He delivers pension presentations across the UK and he's just an all-round, lovely bloke. Now the challenge we have here is that a lot of advice and guidance is based on your personal circumstances, and your personal goals and needs, so we've tried to answer all of the pension related questions that were asked within the Blue Light Leavers Group. We've also tried to deal with some common themes and do some myth-busting. In this episode we talk about that sweet spot of when you should or could go, we talk about the 87/06 and 2015 pension schemes and we also talk about the some of the really bad advice, such as retiring a day before your 55th birthday, and we talk about the risks associated with opting out of the 2015 scheme and we also talk about the pension trap. We also cover those with less than two years' service who decide that policing isn't for them, and the options they have in terms of getting access to their contributions. We talk about why having 25 years' service and being aged 50 is becoming much more relevant, and we also talk about becoming a financial advisor as a career path, and something that Rob talks about is the Aspiring Advisor Program. You can contact Rob through info@3nines.co.uk The value of an investment of St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. 3Nines is a trading name of Eight Wealth Management Ltd, who are an Appointed Representative of and represent only St. James's Place Wealth Management plc, who are authorised and regulated by the Financial Conduct Authority. SJP Approved 18/11/22 Don't forget, you can also visit the website at www.bluelightleavers.com and join the private Facebook Group via www.facebook.com/groups/bluelightleavers The Academy Membership from Blue Light Leavers gives you all the help you need to find your new role or career, including live sessions with Andy and others who've been there and done it along with subject matter experts, talking CVs, LinkedIn, interviews and so much more. DOORS ARE NOW OPEN after 3 months of no new application, so if you're looking for a lot more help and support at a ridiculously low price and want to find out more, you can go to www.bluelightleavers.com/academy If you're not sure what roles you can do after the police, check this out: 'What jobs can I do after the Police?' Scorecard (scoreapp.com) You can listen to the podcast on shift, walking the dog, pottering about, and do it on your phone, desktop, laptop, or tablet, anywhere and whenever suits you, pause and play and they're all completely free! You can now even ask Alexa to 'Play Blue Light Leavers Podcast' and up it pops. --- Send in a voice message: https://podcasters.spotify.com/pod/show/bluelightleavers/message

On Episode 92 of The Mr MoneyJar Show we are joined by Ady Suter, Adviser at Timms Wealth Management, a Senior Partner Practice of St. James's Place Wealth Management. In this episode Ady tells us about his journey to becoming a financial advisor, and how to become one for anyone interested in this career path. This was an especially useful episode for me, as I have been thinking about taking a financial advisor qualification myself - watch this space! To find out more about Timms Wealth Management you can visit their website: https://www.timmswealthmanagement.co.uk/about/meet-the-team/listing

Robert Gardner joins Purposely Podcast to share his fascinating story, from a childhood in inflation ravaged Argentina to disrupting the pension industry through his successful start-up ‘Redington'. Rob is currently Director of Investment at St. James's Place Wealth Management, a highly respected visionary, Rob is leading a responsible investment revolution in wealth management. Rob is responsible for planning, growing and protecting the wealth of over c850,000 clients in the UK and Asia. St. James's Place manages over c£150 billon of client funds, Rob's main goal is to ensure that these clients have enough money to live a long and prosperous life, at the same time using this money to be a force for good as delivering financial wellbeing in a‘world worth living in.' Rob started his career in investment banking at Deutsche Bank working in foreign exchange. Rob then moved to Merrill Lynch where he helped pioneer a way for pension funds to manage their long-term interest rates and inflation risks. In 2006 he resigned to become an entrepreneur and co-founded Redington, “we wanted to do for pensions what Jamie Oliver did for school food”. Redington today is one of the largest investment consultants in the UK, employing over 200 employees in London, Bristol and Beijing. While Rob no longer works at Redington but remains a shareholder in that business. During his time at Redington, Rob also co-founded a charity RedSTART focused on delivering financial education to children across the UK especially those who need it most. Rob talks about his personal commitment to RedSTART's mission and how they plan to play a key role ‘ in planting the seed for the financial security for young people across the UK. I normally ask my guests about organisational mission but it struck me that you have your own personal mission? ‘Yes that's right, over the last few years I have used a concept called Ikigai (Japanese philosophy) to decide my personal mission, it mapped what I love doing, what I think I'm good at, what will enable me to make an impact paired with what the world needs. Ideally something I can get paid for and suits my skills - the epicentre of that is financial well being in a world worth living in. So if you look at my career and the things I do, they basically fall under either helping to create financial wellbeing or helping towards ensuring a world worth living in.' You spent some of your childhood in Argentina? ‘ Yes, my parents were teachers and moved there to take up roles at the end of 1985 when I was seven years old. One of the interesting things about Argentina in that period is that inflation was running at over 30% a month. So imagine being paid and then at the end of the month your spending power is 30% less than it was the month prior. Incredibly prices would change every day and Mum and Dad would get paid a wad of cash and we would then go and do the monthly shop. In the evening, we drove to this house, I don't know if you've ever watched a show called Narcos, this was a scary house big metal bars on the windows and Dobermans in the garden and my dad and one of the other members of staff would go up to change their money into US dollars. Then that night we'd head home with our US dollars and hide them typically in the old 35 millimetre film canisters and hide them around the house. So remember, I'm seven years old, my sister's five, and this is normal and I why are we doing that?! Well, there are two reasons, one was inflation and the second thing is that people didn't trust putting their money in banks.' --- Send in a voice message: https://anchor.fm/mark-longbottom2/message

Closing Series 4 with a bang Oliver has hand-picked his favourite nuggets, or what he calls “the tapas of conversations” so you can recap and refresh!  From making £1bn in a year to not paying the VAT. Oliver's spoken with entrepreneurs long in the tooth and those just starting out. From S4Capital to MOMA Foods, UpTime to Tenzing, we've covered failures and successes across multiple industries.  With ‘Season X' launching on November 17th 2021, we kick off our new unique 52 part season with Greg Jackson, Founder and CEO of Octopus Energy. With more investment into the podcast, more marketing, more staff, more conversation, new sponsors and more innovation, we've episodes with the likes of Boundless Snacks, Pip & Nut, Juno, CanO Water, Lush and many more, dropping a new episode every Wednesday at 8:00am GMT for 52 weeks solidly!  Thank you for your continued support! For more exclusive content visit Oliver's YouTube - https://bit.ly/3woIL00 Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

In this episode we go deep into the revolution that's sweeping the world, that of the Oat Milk revolution. Founded in 2006 by Tom Mercer from a stall at Waterloo East and now, over a decade on, MOMA Foods has recently won a great taste award for it's oat milk barista edition. Tom, whose market research strategy was nothing short of ingenious, discovered 4 years after MOMA's founding in 2010 that he had MS and incidentally lost vision in one of his eyes. This however didn't stopped Tom from growing a multimillion-pound business and kicking on. So, from humble beginnings on a market stall in East London, is Tom the Lord Sugar of the Oat world? Exclusive Content – Traffic cone through a window - https://bit.ly/3EwVK2C  Passion, objectivity and planning - https://bit.ly/3mAcoZc  Loss making for 7 years - https://bit.ly/3jUpgY7  For more exclusive content visit Oliver's YouTube - https://bit.ly/3GwYwXq Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Husband and wife duo Johnny and Pauline Paterson founded much loved brand Dr. PAWPAW in 2013 after their daughter was diagnosed with Eczema. Their main mission was to create multi-use products for use across everybody's face and body.  The brand which turnover c£5m tells Oliver how in business you can have a win-win situation, how they're looking to scale to c£30m in the next 5 years and how opening up in the US seems like the natural next step even if they didn't realise quite how expensive that would be…  Pioneers of the skincare meets cosmetic movement, Dr. PAWPAW products aim to make you look and feel good whilst improving the skin and giving back, with a % of their annual sales being donated to Teenage Cancer Trust.  Now stocked in high-street stores such as Boots, Waitrose, Sainsbury's, Superdrug, and New Look, in this podcast they share how hard it is to bring a skincare product to market and whether the death of the high-street has impacted beauty sales. Exclusive Content – Using UGC and TikTok - https://bit.ly/3bdoTDs Going Stateside - https://bit.ly/3pF40JS Why it pays to be nice in business - https://bit.ly/3pAnZt7 For more exclusive content visit Oliver's YouTube - https://bit.ly/3mauzUZ Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

From his parents having meetings around their breakfast table, Thomas Wynne was born into the world of Insurance. In 2020 the business his parents built (Kingsbridge Insurance) sold for an aggregated total £168m in total.  In 2020, mid pandemic, Thomas Wynne decided it was a good idea to fly the nest and founded Capsule with his business partner Liam. A true disruptor in the insurance world and a business less than 6 months old at the time of this podcast, Tom is on a mission to deliver better insurance for high growth scale-ups and make insurance ‘sexy'...  With 35,000 ‘scale-ups' in the UK ranging from the likes of Gymshark to Monzo how do you take a business from concept to profit? With Tom's first cohort of staff joining imminently this is an encapsulating conversation and a snapshot into the life of a true start-up. Exclusive Content – An unusual first hire - https://bit.ly/3APInbG Jordan Belfort or Tom Wynne? - https://bit.ly/3aSaBIe  Being an underdog - https://bit.ly/3BWpIMJ For more exclusive content visit Oliver's YouTube - https://bit.ly/3nbmMFG  Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Famed for being labeled ‘England's leading adman', Johnny Hornby founder of The&Partnership spoke to Oliver about how he founded and runs the now global agency.  With some 1,400 staff, working on some of the globe's biggest campaigns it wasn't all jets, whisky and red carpets.  Johnny, who struggled for the first 6 months to make any sales then forgot to pay the VAT and instead bought a ping pong table. He recounts how in business the best way to learn is to “fu** it up”.  Things improved for Johnny and his team who later successfully delivered Tony Blair's ‘New Labour' campaign, won contracts from Tango, Tetley and the Telegraph, sold a 49% stake in the business for £60m to WPP and was recently appointed as Chairman of Prince Harry's charity Sentinel alongside his day job at The&Partnership.  So, how do you take a startup with 3 blokes in a room above a phone shop to a global business with over 1,400 staff? Exclusive Content – I f***ed it up over and over again - https://bit.ly/3mMOJn7 Do I pay VAT or hire a PA? - https://bit.ly/3mGu8AU Piers Morgan's global rebrand - https://bit.ly/3BEypel For more exclusive content visit Oliver's YouTube -https://bit.ly/3Dw2ehK Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Former Scottish footballers Mark Corcoran and Steven Robb launched their clothing line Bee Inspired as a bedroom brand in 2013. From then their social presence has grown to have nearly 1 million followers on Facebook, and 250,000 on Instagram! With the likes of Lionel Messi and Craig David donning their streetwear designs, Oliver chats with the co-founders about why they exited the world of football and entered the fashion industry with just £300.  Listen to this episode for lessons learned and how it's possible to go from football to fashion successfully, but not without hiccoughs!  Exclusive Content – From professional footballers to clothing entrepreneurs - https://bit.ly/3CJWQHw  How Bee Inspired was born - https://bit.ly/39HqmBh  Using footballers as influencers - https://bit.ly/3zRvFIS For more exclusive content visit Oliver's YouTube -https://bit.ly/3lYIv2Y  Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Serial entrepreneur Jamie True set up his first business at the age of 17 turning over circa £6 million! Over the past 20 years Jamie founded a further 8 successful businesses and invested in 4 before launching his latest venture Uptime in 2020. It's clear Jamie has an entrepreneurial spirit in his blood and, despite the ups and downs, across his multiple businesses he is on an upward trajectory. No stranger to business in the face of adversity, he has a proven track record of growing technology companies from the ground up. The UpTime app shares thousands of 5-minute Knowledge Hacks from the world's best books, courses and documentaries. This business model offers a win-win for the app users as well as the content creators. With the global online education market estimated to be worth $319+ Billion by 2025, is UpTime a future proof business proposition? Listen to find out. Exclusive Content – The most exciting project yet - https://bit.ly/3Avn2or When your first attempt goes wrong - https://bit.ly/3lIoz4y Jamie's approach as an entrepreneur - https://bit.ly/39to5t2 For more exclusive content visit Oliver's YouTube - https://bit.ly/3nSKubZ Sponsored by Coronation Wealth Management LLP. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Popcorneur, Co-Founder and Director of Joe & Sephs, Adam Sopher didn't follow the normal route to the kitchen. With a background in corporate businesses such as Adam Smith, Company Law International, Deliotte and Dixons, founding a gourmet popcorn company was unconventional to say the least. But it was clearly a winning idea as now Joe & Sephs produce the self-proclaimed ‘best tasting popcorn in the world' with over 50 flavours of popcorn, 10 caramel sauces and a staggering 40+ Great taste awards.  Adam ‘popped' onto our podcast to talk about how he went from founding a family business in 2010 to a turnover of £6m with products stocked in Harrods, Harvey Nichols, Waitrose, Selfridges, Wholefoods and more. Listen to find out more. ​​Treat yourself to the ‘best tasting popcorn in the world' with 20% off! Pop to www.joeandsephs.co.uk, fill up your basket and use the code ‘SUCCESS20' to enjoy. From Pumpkin Spice to Gin & Tonic, there's a flavour for every palate! T&Cs: This code is only valid when spending £12 on our website. To redeem this code please enter at checkout. This code cannot be combined with any other code or any other offer, discount or promotion offered by Joe & Seph's. This code can only be used once throughout the duration of the promotion by the intended recipient. This code is valid on popcorn, caramel sauces, gifts and excludes subscriptions, personalised products and international shipping charges. Expires on 10/12/2021 or while stocks last.  Exclusive Content – Undercutting the school tuck shop - https://bit.ly/3zlfELf  Becoming the Willy Wonka of popcorn - https://bit.ly/3EcIzVr  Meeting Bill Gates - https://bit.ly/3lmW3VZ  For more exclusive content visit Oliver's YouTube - https://bit.ly/2X1N0Sg We're thrilled to be sponsored by Coronation Wealth Management LLP for the 4th series of this award-winning podcast series. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

The former Head of Marketing at Red Bull in Europe, Huib van Bockel quit his high-profile job to create a brand with purpose and an energising drink that was plant-based, low-calorie & sustainable. He shares how he got started, dealt with knock backs and his plans for the future! Over the past 20 years, Huib has worked in the fashion, television and consumer brand world. Now he is taking on the big dogs of the soft drinks world!  From the belief that there was a need for an energy drink free from artificial ingredients and stacks of sugar, to climbing Everest for the naming inspiration, TENZING has tripled in size annually since its founding in 2016 and now has a turnover in excess of £10m. With the energy drink market expected to grow to over $80 billion by 2026 and the health food market on the rise, is TENZING literally liquid gold? Find out in this podcast. Exclusive Content – Taking on the energy drink space – https://bit.ly/3zz5lDY The difficulties of starting a business – https://bit.ly/38vBy3j Dealing with doubts – https://bit.ly/2Wx5B7X For more exclusive content visit Oliver's YouTube - https://bit.ly/3BFW8dZ  We're thrilled to be sponsored by Coronation Wealth Management LLP for the 4th series of this award-winning podcast series. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

Sir Martin Sorrell, famed for 'inventing the earn-out', taking over WPP and aggressively scaling the largest Ad Agency in the world talks to Oliver about his greatest successes and biggest regrets.  Founding S4 Capital Group in 2018, Sir Martin grew a Unicorn (£1bn company) in under a year, he tells Oliver about his 'twenty squared' strategy and the future of the economy, why D&I is critical for all business and how to build, merge, manage and scale a business of the future!  This episode is not just insightful to entrepreneurs but leaders and CEO's alike.  Exclusive Content - Martin's Unique Business Model - https://bit.ly/3Dn8B7K The Earn-out doesn't make any sense - https://bit.ly/2Y1iJ64 Why Martin left WPP - https://bit.ly/3mCv9vo For more exclusive content visit Oliver's YouTube - https://bit.ly/38ieswM We're thrilled to be sponsored by Coronation Wealth Management LLP for the 4th series of this award-winning podcast series. Coronation Wealth Management, an Appointed Representative of St. James's Place Wealth Management, provides a wide range of services to their clients to help them build, grow, protect, or preserve their wealth.

On this episode of Podcasting Smarter, our Head of Marketing John Kiernan speaks with Lauren Smith of St. James's Place Wealth Management. Check out how St. James's Place has brought podcasting into their place of work with internal podcasts, private podcasts, and company branded podcasts. Enjoy the episode! Want to watch the video version? Check it out here: https://youtu.be/jqWCKTq_R50 Timestamps: 0:00 Intro • 0:28 Who is St. James's Place? • 1:55 When did St. James's Place decide to start podcasting? • 2:35 St. James's Place podcasts - Public or private podcasts? • 4:35 When did St. James's Place decide on podcasting for internal • communications? • 10:16 How podcasts are used as a supplement for other comms tools. • 11:53 Who manages the producing, creation, and recording of podcast content? • 14:08 How to build awareness and engagement around internal podcasts. • 18:11 Hurdles implementing podcasts and how Lauren's team resolved them. • 20:56 St. James's Place's advice to businesses looking to bring on podcasting. Learn how to start a podcast with our easy step by step guide: https://www.podbean.com/how-to-start-a-podcast Learn how to promote your podcast: https://www.podbean.com/how-to-promote-your-podcast  

They have been breaking records on Wall Street in 2021 and could be making their way to major Asian bourses later this year. So why are billions of dollars going into SPACs or Special Purpose Acquisition Companies, and what do you need to know if you’re thinking of putting your money into them? Money Mind’s Chubby Jayaram Singh speaks to Martin Hennecke, Asia Investment Director, St. James's Place Wealth Management, and Alvin Chow, CEO of financial education company Dr Wealth.See omnystudio.com/listener for privacy information.

They have been breaking records on Wall Street in 2021 and could be making their way to major Asian bourses later this year. So why are billions of dollars going into SPACs or Special Purpose Acquisition Companies, and what do you need to know if you’re thinking of putting your money into them? Money Mind’s Chubby Jayaram Singh speaks to Martin Hennecke, Asia Investment Director, St. James's Place Wealth Management, and Alvin Chow, CEO of financial education company Dr Wealth.See omnystudio.com/listener for privacy information.

Robert (Rob) Gardner is Director of Investments at St. James's Place Wealth Management, a position he has held since early 2019. He was a co-founder of Redington, a consulting firm, where he spent 14 years and remains a non-executive Director. Rob describes himself as a financial activist – on a mission to make money a force for good for people and the planet and create “financial wellbeing in a world worth living in”. He is a passionate advocate for financial literacy and has written a children's book on the topic called "Save your Acorns" (see: https://saveyouracorns.com/). He is on the expert committee of the Retirement Investment Systems Reform Project of the World Economic Forum.Our multi-layered conversation looks back to Rob's youth, when he spent a period of time in Argentina and later in a boarding school in the UK. His early days of juggling exchange rates and experiencing the reality of hyper-inflation sowed the seeds for a passion for numbers and finance, and we trace his years in finance before he took the leap to found Redington. We then pivot to some of Rob's core beliefs that guide his current advocacy - his passionate focus on increasing financial literacy, particularly in young children, and his advice around what it means to invest for a world worth living in. We speak about his current work that encourage planning for living to 100 (and beyond) and how investing with a sustainable lens is critical. Rob leaves us with some of the advice he gives to the young people he mentors: that they should begin with the end in mind - and to nurture their three pools of capital: intellectual capital, social capital, and financial capital. This endorsement to keep learning, build networks and to manage risk and finances prudently is a powerful trinity that applies well beyond the walls of finance and investment. This podcast was supported by Alvine Capital, a specialist investment advisor and placement boutique, based in London, and the Guild of Investment Managers, which was found in 2015 by a group of investment managers, to combine the benefits of a modern, diverse and dynamic network organization with the traditions of the livery world.

Today we have a role reversal with Mark Longbottom being interviewed about his dual roles as CEO of Heart Kids New Zealand as well as founder and host of Purposely Podcast. The interviewer is the impressive Dhivya O'Connor (charity leader and podcaster) who is based in the UK. Show notes “Less about egos and logos and let's think more about mission and (those) whose lives we are trying to help and change... People first, mission always.” Mark has 25 years of nonprofit experience both in the UK and New Zealand, leading fundraising, events, service delivery, community engagement, and commercial functions in well known charities such as The Prince's Trust, MS Society, Terrence Higgins Trust, Auckland City Mission, New Zealand Aids Foundation and the Auckland Foundation. Mark is currently Chief Executive of Heart Kids New Zealand, a charity providing lifelong care and support to children, young people and families impacted by childhood heart defects or CHDs. Previous to that, he was Head of the St. James's Place Charitable Foundation for over a decade. The Foundation is the seventh largest corporate foundation in the UK and is the charitable arm of St. James's Place Wealth Management. Mark is also the Founder of the Purposely Podcast, interviewing inspirational people. Purposely was set up to amplify the stories of founders and leaders of nonprofits, charities, for-purpose businesses, as well as social entrepreneurs. Mark's hope is that Purposely will inspire other people to make a positive and lasting difference to the lives of people living in our communities and those who need the help the most. https://heartkids.org.nz/ https://www.purposelypodcast.com/ Dhivya O'Connor is a charity leader, who has over 20 years' experience across the charity and commercial sectors. Most recently, Dhivya served as CEO of Children with Cancer UK. She is also a Trustee and Chair of the Development Board of the international development organisation, Book Aid International. Dhivya has deep knowledge of the charity sector, with expertise in fundraising and philanthropy. She has also volunteered with NGOs in India, South Africa and Cambodia. A passionate advocate for the work of charities, she launched The Charity CEO Podcast in August 2020, whilst on Maternity break with her second child. www.thecharityceo.com --- Send in a voice message: https://anchor.fm/mark-longbottom2/message

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial success story and today is the UK's largest wealth manager. Chris starts by describing his journey, studying economics at Hull University, learning key early life lessons working first at Cazenove then Fidelity, before taking up the position as Chief Investment Officer for St James Place. During that period, 2009-2020, the market value of the company grew rapidly and today has a stunning 97% client retention rate. Chris describes the approach SJP has to building portfolios, through identifying and working with a range of global external managers across asset classes and styles. Unlike many wealth management firms, they use external Funds, do not select individual stocks, and have developed deep, long term relationships with fund managers to whom they have access.  He also discusses their approach to developing long-term relationships with clients and their families who are served by the SJP “partnership structure”. The conversation moves to the huge intergenerational wealth transfer taking place in the UK and the academy SJP run to train their advisors. Career opportunities in the wider wealth management business in the UK is also discussed, referring to an earlier MoneyMaze Podcast where Schroder's CEO, Peter Harrison refers to the shortage of trained advisors and the growing “advice gap”. Chris goes on to talk about their approach to investing in private equity and debt, the challenges of active versus passive, and their approach to the growing demand from investors for more clarity in ESG matters.  A discussion follows about the SJP experience with the Woodford Funds, and then on defending the criticism sometimes made about SJP's opaque fee structure.  Finally Chris talks about his love of rock climbing and admiration for the climbing legends, and of his new passion, kite-surfing, which offers him the potential to be bruised both by markets and his main hobby!

We are thrilled to present almost 50 minutes of unprecedented access to Deputy Team Principal at WILLIAMS FORMULA ONE RACING, CLAIRE WILLIAMS OBE in a very special episode of our podcast, sponsored by St. James's Place Wealth Management. In a time when the calendar of F1 looks unrecognisable to the fans who await the return of racing next month, and with the background of the team's announcement of a Strategic Review, Claire gives an exclusive interview to our Executive Director DAVID KELLY. Their conversation includes the pressure of steering the Williams team legacy through recent performances and COVID-19, the level playing field that F1 and the FIA plans for 2021 through budget caps and technology regulations, building the engineering talent pool of the future, particularly among women, and growing up in the F1 world under the inspiration and guidance of her legendary father, Sir Frank Williams.