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
The Prosperity Path potcast, where financial clarity meets actionable strategies. Hosted by André Steenkamp—Certified Financial Planner (CFP), fiduciary practitioner, and qualified COMENSA financial coach—this podcast is your trusted guide to building wealth, securing your legacy, and achieving financial freedom. Each episode offers expert insights, practical tips, and real-world advice tailored to help you navigate the complexities of financial planning, investment, retirement, and more. Wh ...
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Wealth DFM Talk Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis
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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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A DFM Fund (Discretionary Fund Management) is an investment fund designed to spread risk across multiple asset classes, such as stocks, bonds, and real estate. By diversifying investments, a DFM Fund aims to reduce volatility while maximizing potential returns. These funds are managed by professionals who strategically allocate assets based on mark…
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