The Money Marketing Podcast

In Conversation With…Richard Bate, Partner at Weightmans

Hosted by Kimberley Dondo, our latest 'In Conversation With' episode features Richard Bate, Partner at Weightmans. Together, they explore critical aspects of wealth transfer, from basics and legal pitfalls to navigating inheritance tax complexities. Tune in for practical tips and insights on optimizing wealth transfer strategies. Listen here:

In Conversation With… Jonathan Griffiths, investment product manager, EBI

For this episode, host Lois Vallely speaks to EBI's investment product manager Jonathan Griffiths to help navigate the world of ESG and sustainable investing. He explores the Financial Conduct Authority's upcoming Sustainability Disclosure Requirements (SDR) regulations, and the impact these will have on the industry. He also talks about the impact of market uncertainty on the performance and take-up of ESG portfolios.

Shouting about the lesser-known benefits of advice

In this episode, journalist Amanda Newman Smith explores the surprising benefits of financial advice. She shares the story of Frances Bean Cobain, the daughter of Nirvana singer Kurt Cobain, who has struggled to manage her inherited wealth. Newman Smith also discusses research that suggests financial planning can help people live longer, especially those with limited resources. She argues that financial advisers can provide more than investment advice; they can also help clients develop healthy financial behaviours and reduce stress.
Listen to this episode to learn how financial advice can improve your life expectancy.

Pensions & Protection Podcast: Unleashing Value in Exploring Protection Services

Tune in to the fifth episode of our Pensions & Protection Podcast series, presented by Kimberley Dondo and featuring guests Andy Walton, Protection Proposition Director at Mortgage Advice Bureau, and Tony Ormond, Strategic Partnerships Manager at Royal London.
This episode explores why protection providers must go above and beyond, offering clients more value and support than ever. Gain valuable insights into the changing expectations in the industry and discover how providers are adapting to meet the growing needs of their clients.

In Conversation With…Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners

In this episode of "In Conversation With," Kimberley Dondo discusses client-centric portfolio management and market trends with Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners LLP. Gilbert provides insights into tailoring investment strategies, balancing risk and reward in portfolio construction, and adapting to recent market trends. The conversation also covers Sarasin & Partners' approach to ethical and sustainable investing, the importance of strong client relationships, and concludes with Gilbert's career insights and future trends in the financial advisory industry. Tune in for a concise exploration of key aspects in portfolio management and financial advisory.

Why becoming a parent sharpens those financial questions

In his first Weekend Essay, Editor Tom Browne shares his journey from scepticism to parenthood, navigating the chaos of editorship and fatherhood. A tale of yoghurt-stained meetings, sleepless nights, and the newfound importance of good-enough financial planning. Tune in now:

Pensions & Protection Podcast: Pension Resilience: Adviser Strategies

Reflect on a year of pivotal changes in pensions with host Kimberley Dondo and industry experts Fiona Hanrahan and Ken Scott from Royal London. Dive into the impact on advisers and strategies for navigating the evolving pension landscape, ensuring financial resilience for clients. Tune in:
 
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In Conversation With…Nicolo Bragazza, Portfolio Manager at Morningstar

Explore the world of sustainable investing in the latest episode of "In Conversation With" featuring Nicolo Bragazza, Portfolio Manager at Morningstar Investment Management Europe. From COP28's impact on ESG investing to navigating complexities and future outlook. Listen now:

Would being super rich solve all my problems?

Join Lois Vallely's intriguing journey of daydreams about winning the lottery and the profound realisations that follow. From paying off debts to contemplating the purpose of immense wealth, Lois shares her candid thoughts on how money may solve some problems but not necessarily lead to lasting happiness. Tune in for a captivating Weekend Essay:
 

Autumn Statement 2023

Tune in for a deep dive into the 2023 Autumn Statement with the Money Marketing editorial team. Get real insights and candid discussions on the Chancellor's announcements. Tune in for the raw breakdown: