Wealth DFM Talk

In 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 asset managers, outlining what they should do to futureproof themselves. Together, we discuss the relationship between asset managers and wealth management, assessing how that relationship has transformed over time. Then,...

In 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 volatility. Joining us is Lisa Wang, senior vice president and Head of EMEA Investment Strategy for Franklin Templeton Investment Solutions. Together, we zero in on portfolio construction, discussing where, why and how adjustments...

In 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 Multi-Manager Solutions at Nedgroup Investments. With geopolitical risks rising and markets reacting, it’s easy for investors to feel pulled between caution and opportunity. Together, we explore what history tells us about naviga...

Geopolitical 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 latest episode of Wealth DFM Talk captures investor thinking, as equity markets digest renewed uncertainty around energy prices, risk sentiment and broader stability. Against that backdrop, WealthDFM’s Matt Williams and Su...

When 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 into the extraordinary moves in precious metals markets, with Nitesh Shah, Head of Commodities and Macroeconomic Research at WisdomTree, a firm well known to advisers for its ETF and ETP expertise and for Nitesh’s expertise...

In 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 currency dynamics, market concentration and renewed uncertainty. Joining the discussion is Mike Coop, Chief Investment Officer at Morningstar Wealth. Together, we unpack what a weakening US dollar means for investors, how advis...

In 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 caps, a sector that’s struggled to keep up in recent years but may now be showing signs of opportunity. With the AI revolution rolling out at speed and valuations looking increasingly attractive, could now be the time for in...

The 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 hit a record-breaking £10 trillion in 2024, marking a 10% year-on-year increase. It’s a remarkable milestone that reflects a year of strong market performance, growing overseas interest, and a surge in retail investor parti...

In 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 moment for wealth managers to take a fresh look at UK equities.  Jo shares why she believes there’s a compelling case for increased allocations towards UK large-caps over the next two to five years. Despite persistently low v...

Now 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 and Matt Williams are joined by Gabriel Sacks, Investment Director on the Global Emerging Markets Equities team at Aberdeen and Co-Manager of abrdn Asia Focus plc. Gabriel shares his insights into where the real, and ofte...

We’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 management. In this debut episode, we tackle the rollercoaster ride that has been global markets in 2025. With President Trump’s unpredictable tariff agenda sending shockwaves through economies, investors have been challenged by...