Wealth DFM Talk
Wealth DFM Talk
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on market movements, macro trends, and the implications for portfolio construction, risk, and return. Specific episode examples include a deep dive into global market conditions with prominent figures like Columbia Threadneedle Senior Economist Anthony Willis, addressing topics such as US-China trade relations and opportunities in UK equities.

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.
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 Matt Williams are joined by Daniel Nilsson, Senior Portfolio Manager at Isio, who shares his experience of what good MPS governance looks like in practice, what advisers tend to focus on when assessing MPS providers, and what they may overlook.
Also, with the FCA’s MPS review expected shortly, the discussion also considers what the review could achieve and what a meaningful outcome might look like for the market.
Listen now to hear why effective MPS governance needs to be about more than simply ticking the right boxes.

Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.