Hosted by Judith Mackenzie & Rosemary Banyard Share: In this episode of Investing for the Long Term, Downing’s Judith Mackenzie and Rosemary Banyard are joined by Roger Lee, Head of Equity Strategy at Cavendish. Roger shares his unconventional journey from studying physics and qualifying as an accountant to becoming one
In this episode, Judith Mackenzie and Rosemary Banyard interview Andy Walters, founder and Chief Executive of Quartix PLC. Andy explains his shift from selling high-value capital equipment to building a recurring revenue business, leading to the launch of Quartix in 2001. They discuss the key decisions behind Quartix’s growth, including early technology choices, direct marketing, and international expansion—particularly into France after the 2008 financial crisis.
In the latest episode of ‘Investing for the Long Term,’ hosts Judith McKenzie and Rosemary Banyard welcome James Ashton, Chief Executive of the Quoted Companies Alliance (QCA). James reflects on his diverse and illustrious career, from his early days as a financial journalist to his current role as CEO at the Quoted Companies Alliance (QCA).
Lucy Sharman-Munday, Finance Director at Eagle Eye Solutions, discusses her career path from aspiring doctor to finance leader, including her early years at KPMG and the roles that shaped her approach to business. She reflects on working with influential leaders like Sir Terry Leahy and Tim Mason, the value of diversity and mentorship, and the evolving responsibilities of modern finance directors. Lucy also shares practical guidance for navigating major business transformations, emphasising strategic focus and innovative thinking.
In this episode of the Fund Retirement Podcast, host Lee speaks with Stuart Hopley from Scottish Widows about the key challenges in UK pensions — from system complexity to low saving habits. Stuart shares practical tips on finding lost pensions, using the new pension dashboard, and building better saving habits. He also highlights how employers and digital tools like social media and gamification can help people take control of their financial future.
In this episode of Investing for the Long Term, equity investment expert Nicola Barber shares over 35 years of experience in portfolio management and financial strategy. Starting her career at Rothschild without a university degree, Nicola’s journey spans top firms like Barings and James Hambro Partners. She discusses managing charitable investments, adapting to market volatility, and the influence of technology and regulation on modern investing. Aspiring finance professionals will find valuable career advice and real-world insights into long-term investment success.
In this episode of ‘Investing for the Long Term,’ hosted by Judith McKenzie Head of Downing Fund Managers and Rosemary Banyard consultant to Downing Fund Managers, the focus is on Malar Velaigam, a director at Dowgate Capital with over 15 years of experience in the capital markets. They discuss challenges faced by boards, the importance of board composition, and Malala’s transition to broking and her first non-executive directorship.
In this episode of ‘Investing for the Long Term,’ hosts Judith McKenzie and Rosemary Banyard delve deep into the career and philosophies of Jamie Matheson, former Executive Chairman of Brewin Dolphin. Jamie reflects on his introduction to the financial world, pivotal career moments, and shares key insights about leadership, personal relationships, and the evolution of the financial industry.
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