The Trusted Adviser Episode 13: Building a Wealth Management Powerhouse with Cameron Passmore

In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the Rational Reminder Podcast, to discuss the journey of PWL Capital, its commitment to evidence-based investing, and the firm’s recent OneDigital transaction. Cameron shares the key milestones that have shaped PWL’s success, from embracing a client-first philosophy and integrating financial planning with investment management to navigating industry shifts toward fee-based advice. He also delves into the importance of company culture, attracting top talent, and structuring a firm for long-term growth.

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Topics covered

  • The evolution of PWL Capital
  • The culture of an evidence-based Firm
  • The power of content marketing in financial services
  • The OneDigital transaction & the future of advisory firms

Show notes and transcript

For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.

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