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Wealth Unwrapped: The CISI

Wealth Unwrapped: The CISI

The CISI
Date de sortie : 2026-03-18
© The CISI
Wealth Unwrapped: The CISI - QR Code
LibreNew
25 épisodes
Audio
Écouter sur Apple Podcasts
LibreNew
25 épisodes
Audio
Écouter sur Apple Podcasts
Date de sortie : 2026-03-18
© The CISI
L’épisode le plus récent
Tracy Vegro OBE, CEO of The CISI - Part 2

Tracy Vegro OBE, CEO of The CISI - Part 2

In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the
Durée : 28:59
Lecture
In Part 2 of Wealth Unwrapped, host Glenn Murphy continues his conversation with Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), delving deeper into the challenges and responsibilities shaping the profession today.
Tracy expands on the role of culture, accountability and judgement in building trust across financial services, and reflects on how leaders can support advisers through increasing complexity, scrutiny and change. She also discusses the future skills required in wealth management, the importance of diversity and inclusion, and how professional bodies can help firms adapt while staying true to their values.
Measured and forward-looking, Part 2 offers further insight into Tracy’s leadership philosophy and the CISI’s commitment to raising standards, strengthening professionalism and supporting the long-term health of the industry.
Hosted on Acast. See acast.com/privacy for more information.
Id. d’épisode : 1000755935965
GUID : 6960ce31b86949aa0643beae
Date de publication : 18/3/2026 à 11:00:00

Description

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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