ABOUT THIS 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.
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.
Update frequency:
every 33 days
Average audio length:
19 minutes
Guest interviews
English
United States
14 episodes
since June 16, 2025
episodic
LATEST EPISODE 🔗
As 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 increasing role of outsourced investment management?
In this month’s episode of the Wealth DFM Talk podcast, Sue Whitbread and …
PREVIOUS EPISODES 🔗
In 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 SpaceX, which recently joined the Nasdaq-100.
Last month, SpaceX added to its existing FTSE World and MSCI World inclusion…
In 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 Solutions team at Aberdeen. Nick joins us to discuss the Enhanced Index approach, and what is driving its demand.
We’re…
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 a…
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 Investmen…
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 …
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 …
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 Researc…
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 Office…
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 revolu…
Disclaimer: The podcast and artwork embedded on this page are from Wealth DFM, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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