Wealth DFM Talk

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.

Wealth DFM Talk is a business podcast hosted by Wealth DFM, with 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Wealth DFM hosts Wealth DFM Talk, a business show with 13 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #13

  Podcast #13: SpaceX and what passive investors need to know, with Oxford Risk’s Greg B Davies

  Aug 10, 202617 min

  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 by joining the Nasdaq-100. Millions of investors now hold SpaceX exposure through mainstream index trackers, many without realising it. Greg explains what the behavioural purpose of passive investing is, answering why index inclusion does not mean endorsement. He also reveals whether investors should be worried about unknowingly holding SpaceX through a passive tracker, before answering whether small, diversified exposure to a high-profile company can help some investors avoid concentrated story-led investing, or if it creates new behavioural risks. Lastly, he details what advisers and platforms should do when such a high-profile, polarising holding makes investors question exactly what they own.

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  Episode #11

  Podcast #11: How asset managers can future proof themselves, with AllianceBernstein’s Adam Peters

  Jun 22, 202614 min

  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, we look ahead to the next few years of asset and wealth management, with Adam revealing what he expects will define that period. After that, Adam explains what is intended when people call for more customisation from asset managers, before sharing some extra tips for asset managers who are looking to build strong relationships with wealth managers, in an era where AI is prevalent.

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  Episode #10

  Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang

  May 26, 202619 minS0

  <p>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. </p> <p>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 might be made across different market regimes.</p> <p>Lisa also outlines how advisers balance top-down macro views with bottom-up security selection, along with the element of risk when managing portfolios.</p> <p> </p> <p> </p>

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  Episode #9

  Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett

  Apr 14, 202617 minS0

  <p>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. </p> <p>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 navigating uncertainty and whether those lessons still hold in today’s environment.</p> <p>Rob also reveals how to stay grounded in long-term strategy while acknowledging the pressures of short-term volatility. And with growin...

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  Episode #8

  Podcast #8: Rethinking equity portfolios after the Gulf strikes, with Avantis Investors’ Phil McInnis

  Mar 3, 202621 minS0

  <p >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.</p> <p >Against that backdrop, WealthDFM’s Matt Williams and Sue Whitbread are joined by Phil McInnis, Chief Investment Strategist at Avantis Investors. They discuss why disciplined investment processes matter most during periods of geopolitical shocks such as those we’re seeing right now, how markets are respond...

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