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.
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Wealth DFM Podcasts
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Podcast #4: UK Investment Management hits £10 trillion - Who’s driving the growth? With the Investment Association’s Miranda Seath
20:01
20:01
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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 overs…
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Podcast #3: Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands
20:09
20:09
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20:09
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 n…
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Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
19:46
19:46
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19:46
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…
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Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis
26:09
26:09
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26:09
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 thr…
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