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.
"They're going beyond the pension funds, they're going beyond the insurance company, and they're now directly looking at the wealth space."
Tangwena Nelson joins Stuart Breyer to explore why family offices are increasingly operating like institutional investors, and how direct investment is reshaping what they need from banks. The discussion also covers access to private credit and private equity, and what this means for institutional investors across pensions, insurance and wealth.
16 Oct 2026
SOFI meets... Jerome Gudgeon
What does it take to successfully implement AI in a regulated financial services business?
To launch Season 4 of SOFI Meets, Stuart Breyer welcomes Jerome Gudgeon, Chief Information Technology Officer at Wealth at Work, to explore the realities of adopting AI at scale.
From seamless API integration and data security to output quality and adviser productivity, Jerome shares the lessons learnt from bringing AI-powered meeting intelligence into existing business workflows.
They also explore what's next: using SOFI ai to unlock insights across multiple conversations, teams and compliance functions.
A practical conversation about moving AI beyond the hype and making it deliver real value.
12 Aug 2026
SOFI meets... James Rainbow
"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 capacity crunch, the role of AI in unlocking operational leverage for advice businesses, and what it will take to get more people into advised relationships. With 9% of UK adults currently in an advised relationship and adviser demographics ageing rapidly, the stakes for institutional players across wealth and pensions have never been higher.
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