Episodes
Published 10/04/23
In the final episode of this season of Her Future Bright we are joined by Alice Guy ACA, head of Pensions and Savings at Interactive Investors 🎙️✨ Alice's is a chartered accountant and pension expert. Her career journey began in the world of auditing at KPMG London, where she gained invaluable experience working with large companies across the UK. She then took her talents to EY in Cambridge before transitioning to Tesco Plc as a business analyst. However, life took an unexpected turn when...
Published 10/04/23
On this weeks episode of Her Future Bright we are joined by Ritu Vohora CFA, Vice President, Investment Specialist - Global Capital Markets at T. Rowe Price 🎙️✨ Ritu's career is nothing short of remarkable. As a vice president of T. Rowe Price International Limited and T. Rowe Price Group, she plays a pivotal role in representing the firm's views on Capital Markets. With an impressive 17 years of investment experience, Ritu joined T. Rowe Price in September 2020 after spending 15 years at...
Published 09/06/23
This weeks episode of Her Future Bright features the inspiring Kate Webber, Head of Product Strategy at Northern Trust Corporation! 🎙️✨ With over 25 years of experience in asset servicing, Kate brings a wealth of knowledge and expertise to the table. Having held senior product development and strategy positions with renowned companies like Calastone and BNY Mellon, Kate's industry insights are invaluable 💭 Her passion for empowering women in the financial services industry led her to...
Published 08/09/23
Get ready for an incredible episode of Her Future Bright as we bring you the exceptional Dame Inga Beale! 🎙️✨ With her extensive experience in the financial services industry spanning over four decades, Dame Inga has established herself as a true trailblazer. From her remarkable tenure as the CEO of Lloyd's of London, the prestigious global insurance market, to her current role as Chair of Mediclinic International plc and independent board member of Crawford & Company, NN Group NV, and...
Published 07/26/23
Get ready for an incredible episode of Her Future Bright, featuring the amazing Victoria Scholar! 🎙️🌟 Victoria, Head of Investment at interactive investor (ii), the UK's leading flat-fee investment platform, has become a trusted voice in the world of finance. You may have seen her sharing her expert insights on renowned platforms such as BBC News, Sky News, LBC News, Times Radio, and many others. 📺🎙️ With her deep understanding of financial markets, Victoria brings a wealth of knowledge...
Published 07/12/23
Episode 10 of Her Future Bright is here! ✨ For this episode I had the pleasure of talking to Lois Vallely, Chief Reporter at Money Marketing 📝 Lois has covered a wide range of topics including networks, nationals, IFAs and adviser tech, writing for various trade titles such as The Grocer and Utility Week. Before becoming a journalist, she studied English with Film Studies at Queen’s University, Belfast 💭 If you're intrigued by the world of finance journalism and want to learn what...
Published 06/28/23
Join us for episode eight of Her Future Bright, where we delve into the world of workplace mental health. This week, we are joined by Ann Camargo, a mental health consultant at The Corporate Mind 🙌   Ann spent over 20 years in the Financial Services industry as a Technology COO at some of the world's largest investment banks in London, Hong Kong and New York. While pregnant with her daughter, she began to experience issues with work-related stress and anxiety, which is where her...
Published 06/14/23
Tune in to episode eight of Her Future Bright, where I sit down with Natasha Percy-Baxter, founder of Percy-Baxter Wealth Management, for an insightful conversation about her journey through the St James Place Financial Adviser Academy and starting her own business 🎧 Most recently she has been shortlisted for Newcomer of the Year at the Professional Adviser Awards 2023. She is the top downloaded guest on The Financial Planner Life podcast and has featured in The Times Top Rated Financial...
Published 05/31/23
Join us for a special bonus episode of Her Future Bright! ✨🙌 This week, we're thrilled to have the incredible Mary Mosope Adeyemi as our guest. Mary is an executive director at Goldman Sachs, founder of viSHEbility, and author of Visible Strengths - a powerhouse of passion and purpose ⚡ Mary's spent countless hours developing and executing talent recruitment and training programs, with a focus on early career professionals. Her unwavering dedication to personal development and equitable...
Published 05/24/23
Join us for another exciting episode of Her Future Bright. This week, we have the incredible Samantha Gould, the Head of PR and Campaigns at NOW: Pensions 🙌 Did you know that every year, two million women in the UK are retiring into pensioner poverty? Samantha has been working tirelessly to bring attention to the gender pensions gap, appearing in over 350 media features since 2019 including TV interviews and a column in Glamour magazine’s #MoneyMatters 📝  In addition to this, Samantha...
Published 05/17/23
    This week we sit down with the dynamic Natalie Wright, a Chartered Financial Planner and Partner at Mazars, a top global accounting and advisory firm. With her expertise in working with business owners and their families, Natalie specializes in creating and implementing successful succession plans, managing over £1.6bn for private clients 💸   Natalie's passion and dedication to her work has earned her numerous accolades, including the prestigious 'Chartered Financial Planner of...
Published 05/03/23
This week, we're joined by Jackie Leiper, CEO of Embark 🙌   Jackie has extensive technical experience in financial services industry, with strong pensions and investments expertise. She is purpose driven with a track record of delivering results and has established strong relationships with key stakeholders in the industry having held a number of senior customer and client facing positions. Within Lloyds Banking Group she leads the Embark, Scottish Widows, and Halifax Share Dealing...
Published 04/19/23
Join us for episode three of the Her Future Bright podcast! 🎧   This week, we're joined by Lisa Picardo, Chief Corporate Officer at PensionBee 🐝   Lisa leads the corporate development of PensionBee, which has included leading on the company’s IPO and subsequent transfer to the Premium List, and plays a broader management role across many aspects of the business 🏦   Lisa has a wealth of experience in finance, having spent 13 years at Morgan Stanley. She honed her skills...
Published 04/05/23
Episode 2 has dropped! This time we’re speaking to Emma Napier, Head of Proposition at Bravura 🎙️   Emma has spent her whole career watching financial services evolve in the UK, it never ceases to amaze her how things have (and haven’t) changed over the years. Her working life has entered its 3rd decade, yet she remains excited about the future of advice, particularly, how that advice is delivered to an individual. She has a whole heap of experience in-the-thick of the...
Published 03/22/23
Join us as we celebrate International Women's Day and kick off a new season of the Her Future Bright podcast ✨   Our first episode features an inspiring conversation with Nina Mohanty, Co-Founder & CEO of Bloom Money, an app that builds tools for diaspora communities to build generational wealth 💸   Despite the fact that only 2.4% of all venture capital was allocated to women-led startups in 2021, according to TechCrunch, Nina is among that small percentage and shares her...
Published 03/08/23
On this weeks epsiode of Her Future Bright is Holly Mackay. Holly has worked in finance since 1999. She is a financial expert, a commentator on investment markets, and the Founder and MD of independent consumer financial website, Boring Money. She likes translating financial gobbledygook into ‘real speak’ and trying to help people without PhDs in finance to make sensible decisions with minimum pain. Holly is a regular media commentator and has appeared on or contributed to the BBC, The...
Published 12/20/22
On this weeks epsiode of Her Future Bright is Katy Thorneycroft. Katy, Managing Director, is Chief Investment Officer of Multi-Asset Solutions International. Katy manages Global Tactical Asset Allocation, balanced, flexible and total return portfolios, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the...
Published 12/13/22
On this weeks epsiode of Her Future Bright is Noelle Cazalis.  Noelle works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund, she also manages the Rathbone High Quality Bond Fund. Noelle joined Rathbones in August 2011 and was made assistant manager in January 2016, then fund manager in  November 2018. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undertook...
Published 12/06/22
On this weeks epsiode of Her Future Bright is Laura Bampfylde. Laura is a Wealth Director at Redington, a leading independent investment consultancy, where she works with a range of clients including wealth managers, financial advice firms and investment platforms on their investment and technology needs. Prior to joining Redington in August 2021, she spent ten years in the Wealth and Asset Management industry across J.P. Morgan Private Bank, HSBC Asset Management and Hargreaves Lansdown....
Published 11/29/22
On this weeks epsiode of Her Future Bright is Alize Marchand. Ali is an American who moved to Switzerland 6 years ago to start her career in finance. Starting at a wealth management company, Ali got her start on the portfolio management team and worked closely with client relationships as well. Being passionate about sustainability, Ali took an interest in ESG and studied Sustainable Finance at the University of Zurich. Throughout her time in wealth management, Ali realized there was...
Published 11/22/22
On this weeks epsiode of Her Future Bright is Dr Emma Black.  Emma is Co-Founder & CEO of Cascade Cash Management. Emma is an expert in the savings market and was named Cash Management Woman of the Year in 2020 and 2021, and Start-Up Entrepreneur of the Year at the 2020 Great British Entrepreneur Awards. She is also co-founder of the new bank start-up GB Bank, which obtained its banking license in 2021. If you enjoyed the episode make sure you hit subscribe, if you haven’t already.  If...
Published 11/15/22
This week we speak to Phoebe Stone. Partner & Head of Sustainable Investing at LGT. Having joined LGT from Coutts in 2014, Phoebe launched and leads LGT Wealth Management’s Sustainable Investing proposition and now sits as Head of Sustainable Investing and Head of LGT’s Intermediary Investment Services. Phoebe sits on a number of committees including LGT Wealth Management’s Investment Committee and Fund Selection Committee. Phoebe is also passionate about diversity and inclusion...
Published 11/08/22
We are opening up the new season with Gina Miller. A Businesswoman, Transparency Campaigner & Political Activist. Gina is a dynamic businesswoman, activist and now, UK political party leader. She co-founded SCM Direct in 2009 as a democratising, modern wealth management company with values rooted in honesty, fairness, and transparency to counter issues in the sector that contributed to poor consumer outcomes and the Global Financial Crisis 2007/8. n June 2021, Gina launched the...
Published 11/01/22
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK. If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright This series...
Published 08/22/22