Fund Your Retirement Podcast ILT011 SVM Chairman Jamie Matheson Takes us on A Journey Through the World of Investments (S2 EP03)
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.
Judith and Rosemary provide personal anecdotes of their professional crossroads with Jamie, adding layers to his narrative. The discussion covers significant financial events like the 1987 Big Bang, the importance of personal integrity, and how to balance career aspirations with personal ethics. Jamie also discusses his post-Brewin ventures, including his involvement in fund management boutiques and charitable work.
This episode offers valuable lessons on professional growth, the power of people in business, and the significance of giving back to the community.
Timestamps:
00:01 Introducing Jamie Matheson
01:40 Judith's Early Career with Jamie
03:10 Rosemary's Connection with Jamie
04:45 Jamie's Career Beginnings
05:50 Rising Through the Ranks
10:04 Leadership and Personal Relationships
11:27 Changes in the Financial Industry
14:50 Memorable Anecdotes
18:07 Challenges and Rewards of Leadership
21:48 Transition to Boutique Fund Management
23:19 Becoming Chairman of Saracen
25:15 Consolidating Boutiques: Challenges and Strategies
26:13 The Importance of People in Business
28:09 Navigating the UK Market Landscape
30:11 Passions Beyond Business: Sailing and Yachts
31:27 Involvement with HMS Victory
33:46 Qualities of a Good Board Member
35:31 Reflecting on Career Achievements
37:25 Advice for the Younger Generation
38:41 Recommended Reads and Final Thoughts
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Links & Resources:
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter: https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.