Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.<br /><br />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
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Podcast Overview
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.<br /><br />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.
Language
🇺🇲
Publishing Since
6/16/2025
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Recent Episodes

June 22, 2026
Wealth DFM Podcast #11: How asset managers can future proof themselves, with AllianceBernstein’s Adam Peters
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.

May 26, 2026
Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang
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 might be made across different market regimes. Lisa also outlines how advisers balance top-down macro views with bottom-up security selection, along with the element of risk when managing portfolios.

April 14, 2026
Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett
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 navigating uncertainty and whether those lessons still hold in today’s environment. Rob also reveals how to stay grounded in long-term strategy while acknowledging the pressures of short-term volatility. And with growing concerns around inflation and the possibility of stagflation, Rob outlines what it really means to protect returns right now.
11 total episodes available
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Anthony Willis
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Frequently asked questions
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- What is Wealth DFM Talk?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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