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Hosted by SOFI ai · 🇺🇸 US · EN · 22 episodes
Established thought leaders with verified media credentials.
SOFI Meets… is the new podcast from SOFI AI, where the UK’s leading voices in pensions, insurance, wealth and investment step out from behind the headlines. Hosted by Stuart Breyer, CEO of mallowstreet, each episode goes beyond the market noise to uncover the real stories, experiences and insights shaping the financial services landscape today.
SOFI ai hosts SOFI meets..., a business show with 22 episodes published.
"We are more so than at any point in my career within touching distance of making that dream a reality." James Rainbow, CEO of St. James's Place Wealth Management, joins Stuart Breyer to explore the UK's looming advice c
"AI compounds that problem 100x because you can pull in information at a breathtaking speed. It sounds smart. So you have this risk of very well organised, very smart sounding, completely wrong information driving your c
"The idea that AI isn't going to play some role in filling that advice gap in some way or some shape or form is probably pretty naive." Mark Pitaccio - behavioural economist, financial psychologist and doctoral researche
"No one has ever given me a hug or a thank you because I wrote them a fantastic suitability letter." Vikash Kanani (Managing Director, Chatsworth Wealth Management) joins Stuart Breyer to explore how AI is putting the hu
In a world where market-moving headlines arrive on your phone before you have had time to think, how do investors stay disciplined and focused on long-term goals? In this episode, Stuart Breyer is joined by Rohit Vaswani
Scott Stevens joins Stuart Breyer to explore the advice gap, the true cost of serving clients, and why lowering the unit cost to serve is the key to unlocking advice for over 10 million underserved individuals in the UK.
Anna Bartholomew, Partnership Services Director at the Openwork Partnership, joins Stuart Breyer to kick-start Season 3 to explore why the client onboarding process has never mattered more - and what the gap between best
Tracy Blackwell (founder and former CEO of Pensions Insurance Corporation) joins Stuart Breyer to explore why institutional capital keeps failing to flow into infrastructure, venture, and growth - and what it will actual
Sally Bridgeland joins Stuart Breyer to discuss her upcoming book "Chess Club Drama Club" exploring everyday inclusion and creativity in the workplace. They delve into how organisations can move beyond diversity statisti
Claire Walsh, founder of Midsommar Wealth, joins Stuart to discuss her journey into financial advice and her approach to building a wealth management firm with fair fee structures. She shares insights on charging hourly
International Women's Day Special - Amanda Cassidy (Managing Director of the Quilter Academy and Advisor Development) explores the critical challenges facing the financial advice profession, including an ageing advisor p
Leandros Kalisperas, Chief Investment Officer at the British Business Bank, joins Stuart Breyer to explore the UK’s scale-up capital gap and what it will take to close it. They discuss the Bank’s role as the largest inve
Tony Youssefin, a fund manager with over 40 years of experience, discusses the dramatic transformation of the financial services industry since 1981 and shares insights on the crucial balance between academic knowledge a
Dawid Konotey-Ahulu joins Stuart Breyer to explore the power of public speaking and the Spellbound programme, which helps people from disadvantaged backgrounds find their voice and tell their stories. They discuss how th
Robert Cochran, workplace savings and engagement and Innovation specialist at Scottish Widows, joins Stuart Breyer to explore how TikTok and gamification are revolutionising pension engagement. Learn how personalisation,
Richard Tomlinson (Chief Investment Officer at Local Pensions Partnership Investments) joins Stuart Breyer to explore consolidation in the LGPS landscape and the balance between member and employer interests. Discover wh
Natalie Winterfrost, a lifelong vegetarian and sustainability advocate working in finance, joins Stuart Breyer to explore how to balance fiduciary duty with positive impact investing, and shares insights on effective ste
In this episode, Stuart Breyer sits down with Sam Barton, CTO of the Black Finch Group, to discuss how their platform Thrive is transforming financial wellbeing by creating a holistic experience that combines pensions, b
Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of dee
Jenny Segal, author and workplace culture expert, joins Stuart Breyer to explore why resilience is not just a soft skill but a strategic capability for businesses. She shares insights from her research showing that 38% o
Richard Tomlinson
Chief Investment Officer · Local Pensions Partnership Investments
1 appearance on this show
Rob Gardner
V/O Audio Director · Rebalance Earth
1 appearance on this show
James Rainbow
St. James's Place Wealth Management
1 appearance on this show
Mark Pittaccio
University of London
1 appearance on this show
Tracy Blackwell
Pensions Insurance Corporation
1 appearance on this show
Claire Walsh
Midsommar Wealth
1 appearance on this show
Amanda Cassidy
Quilter Academy
1 appearance on this show
Leandros Kalisperas
British Business Bank
1 appearance on this show
Robert Cochran
Scottish Widows
1 appearance on this show
Sam Barton
Black Finch Group
1 appearance on this show
Ed Gascoigne
St James' Partnership
1 appearance on this show
Alexandra Loydon
St James' Place
1 appearance on this show
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SOFI meets... is hosted by SOFI ai. The show is categorised under business (investing) and has published 22 episodes.
SOFI meets... has published 22 episodes.
SOFI meets... regularly covers business, investing. It sits in the business category, with a investing focus.
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