Latest Portfolio services Podcast Episodes
Media and the Markets with Christian May
Why Invest? - July 03, 2024 06:00 - 35 minutesIn this episode of the Why Invest? podcast, hosts James Carter and Luke Hyde-Smith welcome Christian May, a media and communications expert with a notable background in journalism and corporate affairs. Christian shares his unexpected journey into journalism, his experiences as editor-in-chief...
Green investment and rewilding with Ben Goldsmith
Why Invest? - June 19, 2024 06:00 - 37 minutesIn this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith. They discuss Ben's career, how he founded one of the early sustainability focused investment managers, WHEB Asset Management, then launched a dedicated green themed investment company, Me...
Making sense of markets with Bill Blain
Why Invest? - June 05, 2024 06:00 - 30 minutesIn this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’ The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importa...
Prashant Khemka of White Oak Capital: Unlocking India's Investment Potential
Why Invest? - May 22, 2024 09:22 - 37 minutesIn this episode Luke Hyde-Smith is joined by Prashant Khemka, Founder and Chief Investment Officer of White Oak Capital Management. White Oak was founded in 2017 and has grown to be the largest independent manager of Indian equities, with over $8,000,000 of assets under management. Prashant exp...
An Interview with Nick Jefferson: Founder and CEO of Wylde Market
Why Invest? - May 08, 2024 08:09 - 29 minutesIn this episode Alexandra Buchan-Heelas and Tom Savile are joined by Nick Jefferson, Founder and CEO of Wylde Market, an online farmer’s market that delivers groceries to your door. They discuss the flaws in traditional food distribution systems and the exploitation of farmers by large supermark...
A deep dive into the UK equity market with Victoria Stevens and Tineke Frikkee
Why Invest? - April 24, 2024 06:00 - 38 minutesIn this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds. They...
An Interview with Andy Scanlon: Co-Founder and CEO of VR Entertainment Ltd
Why Invest? - April 10, 2024 06:00 - 15 minutesIn this episode we are joined by Andy Scanlon, Co-Founder and CEO of VR Entertainment Ltd, the UK and Ireland franchise for technology company, Sandbox VR. After a morning fighting zombies at the Sandbox venue in London, Andy sits down with host Tom Saville to discuss the growing trend of compe...
An Interview with Chris Watling: CEO and Chief Market Strategist at Longview Economics
Why Invest? - March 27, 2024 10:26 - 32 minutesIn this episode we are joined by Chris Watling, CEO and Chief Market Strategist at Longview Economics. Chris founded the firm in 2003 as an independent asset allocation and trading advisory firm. Chris discusses his career to date and why he left the security of a large firm to launch his own b...
An Interview with Professor Russell Napier: Understanding global monetary systems
Why Invest? - March 13, 2024 07:00 - 48 minutesThis episode we have the pleasure of interviewing Professor Russell Napier, an independent financial market strategist, researcher and author specialising in issues impacting global equity markets. Amongst a long list of accolades, Russell co-founded ERIC, an online investment research platform...
Private vs Public Assets: Part Two with Hartley Rogers, Executive Co-Chairman of Hamilton Lane
Why Invest? - March 01, 2024 12:01 - 52 minutesIn this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets. This episode Hartley Rogers, Executive Co-Chairman of Hamilton Lane outlines his progre...
Your questions answered: Mortgage rates, inflation, and market dynamics
Why Invest? - February 14, 2024 07:00 - 16 minutesIn this episode, we are joined by Jeff Keen, Head of Fixed Income at Waverton. A veteran of bond markets, Jeff is the lead manager of the Waverton Sterling Bond Fund and Global Strategic Bond Fund but may be best known for his Masters Golf competition, The Jeff Keen Charity Challenge, which over...
Private vs Public Assets: Part One with Antti Ilmanen, AQR Capital Management
Why Invest? - January 31, 2024 07:00 - 35 minutesIn this two-part mini-series, we are joined by two giants of the investment world to argue the merits of opportunities across public listed equity markets and the growing universe of unquoted private assets. This episode Antti Ilmanen, author and Global Co-Head of the Portfolio Solutions Group ...
An Interview with Stefan Rheinwald: The evolving landscape of Japanese equities
Why Invest? - January 17, 2024 07:00 - 18 minutesIn this episode Stefan Rheinwald, Head of Equity Research at Waverton, dives into Japan's market evolution post the 1980s bubble burst. He examines corporate governance improvements, shareholder value focus, and the importance of selective stock picking in a historically challenging market. St...
An Interview with Bill Dinning: The race to become President of the USA
Why Invest? - January 03, 2024 07:00 - 26 minutesJoin Portfolio Managers James Carter and Alexandra Buchan-Heelas as they discuss the race to be the next leader of the free world with Bill Dinning, Chief Investment Officer at Waverton. They discuss points of contention that divide the country and topics such as geopolitics, economics and if t...
An Interview with Alena Isakova: Navigating Investment in China
Why Invest? - December 13, 2023 07:00 - 29 minutesJoin Portfolio Managers James Carter and Alexandra Buchan-Heelas on their voyage to China with Alena Isakova, Lead Manager of the Waverton Asia Pacific Fund. They explore key themes shaping the region, and Alena shares what she believes to be the most compelling investment opportunities as we h...
An Interview with Jonathan Maxwell: Exploring Energy Efficiency
Why Invest? - November 29, 2023 07:00 - 47 minutesJoin Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero amb...
An interview with Jonathan Maxwell: Exploring Energy Efficiency
Why Invest? - November 29, 2023 07:00 - 47 minutesJoin Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero amb...
Season 2: Episode 1 – The Handover
Why Invest? - November 15, 2023 07:00 - 18 minutesAfter three successful years hosting Why Invest? Douglas Barnett hands over the reigns to our four new hosts: Alexandra Buchan-Heelas, James Carter, Luke Hyde-Smith, and Tom Saville. In this episode Doug introduces each host and we discover their plans for Series 2. This podcast is issued by Wa...
Sheena Sumner: Founder of Wonderluxe Travel
Why Invest? - August 02, 2023 06:00 - 24 minutesIn this episode we are joined by Sheena Sumner, an incredibly resilient entrepreneur who is the founder of Wonderluxe Travel, an end to end bespoke luxury travel company. Establishing Wonderluxe in 2019 was a significant challenge for Sheena as it coincided with the COVID pandemic which struck i...
James Kilpatrick: Chair of Gravitilab
Why Invest? - July 19, 2023 06:00 - 23 minutesIn this episode we are joined by serial entrepreneur James Kilpatrick, Chair of Gravitilab. Founded in 2018, Gravitilab is a fascinating business that offers space as a service. Their mission statement is to democratise access to Microgravity and space environments. In addressing this challeng...
Ross MacLeod and Paris Jordan: Responsible Stewardship and Sustainability
Why Invest? - June 28, 2023 06:00 - 21 minutesFrom 30 June – 2 July Waverton will be exhibiting at The Game & Wildlife Conservation Trust (GWCT) Scottish Game Fair. This is a celebration of the countryside, conservation and the great outdoors and we are thrilled to have Ross Macleod, Head of Policy in Scotland at GWCT and Paris Jordan, Seni...
Lady Louise Vaughan: Chair of the Women of the Year Lunch
Why Invest? - June 07, 2023 06:00 - 19 minutesIn this episode we are joined by Lady Louise Vaughan, Chair of the Women of the Year Lunch. In 1955 Lady Lothian founded the Women of the Year Lunch. Her aim was to host a lunch where women could be recognised and celebrated for their achievements, but also network with and learn from each other...
Anthony Kingsley: Founding Partner of Findlay Park Partners
Why Invest? - May 24, 2023 06:00 - 22 minutesIn this episode we are joined by Anthony Kingsley, Chief Investment Officer and one of the founding members of Findlay Park Partners, an independent investment partnership based in London. We discuss his career, what drew him to the world of investments and the philosophy and rigorous investmen...
Cyril Lutterodt: Founder of Black Seed
Why Invest? - May 10, 2023 06:00 - 24 minutesIn this episode we are joined by Cyril Lutterodt, founder and managing partner of the Brixton based seed fund management company, community and coworking space, Black Seed. We discuss how Cyril started his career, his time in the US, the purpose of Black Seed and what the future holds with ...
Anne McElvoy: Journalist, Author and Podcaster
Why Invest? - April 19, 2023 11:34 - 39 minutesIn this episode we are joined by Anne McElvoy who has had a fascinating career as a journalist, author and most recently Head of Podcasting at POLITICO Europe. We discuss the interplay between politics and journalism, and Anne tells us how she spent the formative years of her career trying to ge...
Will Butler-Adams: CEO of Brompton Bicycle
Why Invest? - April 05, 2023 06:00 - 28 minutesIn this episode we are joined by Will Butler-Adams, Chief Executive Officer of Brompton Bicycle. The story behind the business is an interesting one which dates back 50 years to when Andrew Ritchie was in his flat overlooking the Brompton oratory. He believed there was a better way to move aroun...
Tanya Tracey: CEO at GAIN
Why Invest? - March 22, 2023 08:03 - 20 minutesIn this episode we are joined by Tanya Tracey, Chief Executive Officer at the charity GAIN - Girls Are Investors. GAIN’s main purpose is to inspire young women to pursue a career in investing. We discuss Tanya’s early career in finance and go into more detail on the purpose of GAIN and the work ...
James Alexander, MBE: Making finance work for nature
Why Invest? - February 22, 2023 07:00 - 26 minutesIn this episode we are joined by innovator and serial entrepreneur, James Alexander, MBE. A titan in the biodiversity world, James is the Chair of Finance Earth, Suffolk Wildlife Trust and Agricarbon UK. We discuss these roles and the challenges he and his teams are trying to overcome, as well a...
Roland Horne: Founder & CEO WatchHouse
Why Invest? - February 08, 2023 07:00 - 27 minutesIn this episode we are joined by serial entrepreneur, Roland Horne. Roland is the Founder of WatchHouse, a specialty coffee business. We discuss Roland’s early career, setting up a business selling world-class aquariums to high-profile clients, then we find out what drew him to the competitive w...
Kevin Uphill: Founder of Avondale
Why Invest? - January 27, 2023 12:45 - 33 minutesIn this episode we are joined by Kevin Uphill. Kevin is the Founder of Avondale, a company that helps their clients with business sales. We discuss structuring a business for sale, deal negotiations, growth capital and the benefits of Employee Benefit Trusts. For further information please...
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