Despre acest podcast
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Episoade
- Podcast #15: Rethinking sustainable investing through resilience, with Impax’s Stuart White · 13 min · Episodul 15In this latest episode of Wealth DFM Talk, Stuart White, Executive Director of Business Development, Impax Asset Management joins us to explore how sustainability is evolving…
- Podcast #14: MPS governance beyond box ticking, with Isio’s Daniel Nilsson · 17 min · Episodul 14As the MPS market has grown, so too has the importance for providers to have robust governance, oversight and transparency in place. But have standards kept pace with the…
- Podcast #13: SpaceX and what passive investors need to know, with Oxford Risk’s Greg B Davies · 17 min · Episodul 13In this month’s episode of Wealth DFM Talk, the monthly podcast from Wealth DFM, we welcome Greg B Davies, Head of Behavioural Finance at Oxford Risk. Greg joins us to discuss…
- Podcast #12: Combining the benefits of passive and active investing, with Aberdeen’s Nick Millington · 17 min · Episodul 12In this latest edition of Wealth DFM Talk, the monthly podcast from Wealth DFM, we welcome Nick Millington, Head of Systematic Index Solutions within the Quantitative Investment…
- Podcast #11: How asset managers can future proof themselves, with AllianceBernstein’s Adam Peters · 14 min · Episodul 11In this latest edition of Wealth DFM Talk, the monthly podcast from Wealth DFM, we welcome Adam Peters, Head of UK Retail at AllianceBernstein. Adam joins us to talk all things…
- Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang · 19 min · Episodul 10In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation to market uncertainty and…
- Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett · 17 min · Episodul 9In this month’s episode of Wealth DFM Talk, we unpack how global tensions are shaping the investment landscape in real time. Joining us to do this is Rob Burdett, Head of…
- Podcast #8: Rethinking equity portfolios after the Gulf strikes, with Avantis Investors’ Phil McInnis · 21 min · Episodul 8Geopolitical tensions have returned sharply to the forefront of markets this week. Recording at 2pm on Monday 2 March, just hours after the US and Israel’s strikes on Iran, this…
- Podcast #7: What’s going on with Gold? With WisdomTree’s Nitesh Shah · 19 min · Episodul 7When the national news headlines feature what’s going in the markets, you know there’s something out of the ordinary going on. In the latest WealthDFM podcast, Sue and Matt dig…
- Podcast #6: Concentration risk, the weakening dollar and the case for UK equities, with Morningstar Wealth’s Mike Coop · 17 min · Episodul 6In the first episode of Wealth DFM Talk for 2026, our Content Editor Matt Williams and Editor Sue Whitbread explore how portfolio construction needs to evolve amid changing…
- Podcast #5: Could AI facilitate a comeback for US small caps? With De Lisle Partners' Dan Scott Lintott · 14 min · Episodul 5In this month’s episode of WealthDFM Talk, our last one for 2025, Matt Williams and Sue Whitbread turn their attention to the other side of the Atlantic by discussing US small…
- Podcast #4: UK Investment Management hits £10 trillion - Who’s driving the growth? With the Investment Association’s Miranda Seath · 20 min · Episodul 4The UK investment management industry is booming - and the numbers prove it. According to the latest figures from the Investment Association (IA), total assets under management…
- Podcast #3: Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands · 20 min · Episodul 3In this month’s episode of Wealth DFM Talk, Sue and Matt are joined by Jo Rands, Portfolio Manager with the Franklin Templeton UK Equity team, to explore why now could be the…
- Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks · 20 min · Episodul 2Now live: Latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode, hosts Sue Whitbread…
- Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis · 26 min · Episodul 1We’re excited to bring you the very first episode of Wealth DFM Talk – your new go-to monthly podcast exploring the big ideas and key insights shaping the world of wealth…
