Sep 15, 202617 min
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...
business
Wealth DFM Talk
Hosted by Wealth DFM · business · EN
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.
Pitch Analysis
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Contact path
Public web form
Booking probability
28%
Guest openness
Selective
80/100
Required Score
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What is Wealth DFM Talk about?
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.
Who hosts Wealth DFM Talk?
Wealth DFM Talk is hosted by Wealth DFM. The show has published 14 episodes to date.
What has Wealth DFM Talk covered recently?
Recent episodes include "Podcast #14: MPS governance beyond box ticking, with Isio’s Daniel Nilsson" (15 September 2026, 17 minutes), "Podcast #13: SpaceX and what passive investors need to know, with Oxford Risk’s Greg B Davies" (10 August 2026, 17 minutes), and "Podcast #11: How asset managers can future proof themselves, with AllianceBernstein’s Adam Peters" (22 June 2026, 14 minutes).
How often does Wealth DFM Talk publish?
Wealth DFM Talk publishes roughly monthly, with episodes averaging 19 minutes across 14 episodes.
How hard is it to get booked on Wealth DFM Talk?
Booking probability for Wealth DFM Talk is 28%, and the host is rated Selective on guests. Wealth DFM Talk requires a Pod Score of 80 or higher. Wealth DFM Talk's contact route on record: public web form.
Who should pitch Wealth DFM Talk?
The strongest fits for Wealth DFM Talk are Investing & Wealth Management and Investment Banking & Trading. Wealth DFM Talk has a business audience.
About the host
Wealth DFM hosts Wealth DFM Talk, a business podcast with 14 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #13
Podcast #13: SpaceX and what passive investors need to know, with Oxford Risk’s Greg B Davies
Aug 10, 202617 minIn 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...
Episode #11
Podcast #11: How asset managers can future proof themselves, with AllianceBernstein’s Adam Peters
Jun 22, 202614 minIn 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...
- 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...
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...
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- 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...
- Feb 16, 202619 minS0
<p></p> <p>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...
- Jan 26, 202617 minS0
<p>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...
- Dec 3, 202514 minS0
<p >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...
- Nov 3, 202520 minS0
<p >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...
Episode #3
Podcast #3: Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands
Sep 15, 202520 minS0<p>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...
- Aug 11, 202520 minS0
<p >Now live: Latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities.</p> <p >In this episode, hosts Sue Whitbread and Matt Williams are joined...
- Jun 16, 202526 minS0
<p >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.</p> <p >In this debut episode...
Recent guests
Recent guests on Wealth DFM Talk. Study who booked and why before you pitch.
D
Daniel Nilsson
Co-Founder & Managing Director, Up Strategy Lab
A
Adam Peters
host of The Strategic Veteran Podcast, Clock, Inc. LGBT+ Community Center
L
Lisa Wang
Senior Vice President and Head of EMEA Investment Strategy, Franklin Templeton Investment Solutions
P
Phil McInnis
Chief Investment Strategist, Avantis Investors
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