Inside the World of a £500 Million Investment Firm // with Edward Kelly & Stephen Wright

In this episode I’m joined by Stephen Wright and Edward Kelly, partners at KPW Investments, a Glasgow-based firm managing over £500 million in assets on behalf of clients.

I’ve always been interested in impressive and inspiring people, and it’s hard not to be impressed by two relatively young professionals who’ve earned the trust and responsibility of managing that level of wealth for individuals, families and businesses.

This conversation was also a chance for me to stress-test some of my own beliefs and assumptions about the world of finance. Over the years on the podcast I’ve had many exploratory discussions about debt, personal finance and the financial pressures people face in everyday life, so I was curious to better understand the people working inside the system.

What struck me immediately is that Stephen and Edward completely contradict the cliché image people often have of high-end finance. They’re personable, thoughtful and grounded, and clearly care about helping their clients make better long-term decisions with their money.

At a time when there’s uncertainty across the board economically, becoming financially literate and learning from experts has never been more important.

If you’d like to learn more about their work, you can visit kpwinvestments.co.uk or get in touch with the team at KPW Investments in Glasgow.

contact: seanmcdonald.podcast@gmail.com

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