Tracy Vegro OBE, CEO of The CISI - Part 1

In Part 1 of Wealth Unwrapped, host Glenn Murphy is joined by Tracy Vegro OBE, Chief Executive Officer of the Chartered Institute for Securities & Investment (CISI), for a wide-ranging conversation on leadership, professionalism and the evolving role of financial services. Tracy shares her career journey and reflects on the responsibilities that come with leading a global professional body. She discusses the importance of ethics, standards and lifelong learning, and how the CISI supports advisers and firms in navigating regulatory change, technological disruption and rising public expectations. Thoughtful and insightful, Part 1 sets the scene for a deeper exploration of purpose, trust and culture in wealth management, offering listeners a clear perspective on what good leadership looks like in a changing industry. Hosted on Acast. See acast.com/privacy for more information.