Wealth DFM
@WealthDFM
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Relevant market analysis, thought leadership & insights for the UK's leading wealth managers and DFMs from a leading independent publisher sharing your passion!
Joined February 2021
Building resilient portfolios in 2026 The December/January edition of Wealth DFM Magazine is now live Read and download your copy here: https://t.co/1LB78iNAbP
#wealthmanager #wealthmanagement
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PIMCO (@PIMCO) has announced today that it is expanding its exchange-traded fund (ETF) range with the launch of two new active fixed income UCITS ETFs. #PIMCO #FixedIncome
https://t.co/Rc5Gxb2CbK
wealthdfm.com
PIMCO has announced today that it is expanding its exchange-traded fund (ETF) range with the launch of two new active fixed income UCITS ETFs, providing
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🎙️Podcast #152: Targeted Support and bridging the advice gap in a changing landscape, with Wealth Wizards’ CEO Ben Hampton #TargetedSupport #AdviceGap 🎧Listen here!
wealthdfm.com
On this week’s episode of IFA Talk, Sue and Matt focus on one of the most talked-about topics in the advice sector right now, the Advice Guidance Boundary
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Market Outlook 2026: Hargreaves Lansdown’s Emma Wall shares three investment themes of note to watch in the year ahead. (@HLInvest) #Investing
https://t.co/U3x46IfILL
wealthdfm.com
2025 has delivered strong stock market returns across the globe – but the economic and investment outlook for 2026 is mixed, says Emma Wall, Chief Investment
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Rate cuts, key data ahead, and gold near record highs — a macro-heavy week set to drive market sentiment. #Markets
https://t.co/nHpP5WTKQF
wealthdfm.com
“UK markets have a clear focal point this week, with the Bank of England in the spotlight and an interest rate cut on Thursday widely seen as a done deal.
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The December/January edition of Wealth DFM is now available to readers Building resilient portfolios for 2026 - from fixed income insights to Budget reactions and key market themes for the year ahead. Access your copy here: https://t.co/1LB78iO81n
wealthdfm.com
Deck the halls with fiscal foresight
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Emma Wall, Chief Investment Strategist, Hargreaves Lansdown (@HLInvest), highlights how US shares hit a new record high as stocks rotate on a cautious Fed outlook, in the following piece. #USShares #Stocks #Fed
https://t.co/RZKAvRn8yh
wealthdfm.com
The S&P 500 has hit yet another all-time high to 6,901, as the VIX - the index that measures volatility - fell to a welcome three month low. The US index
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Nordea Asset Management (@Nordea) has appointed Kasper From Larsen and Rachel Reutter to its sustainable thematic team, further strengthening the team’s expertise in climate and impact investing. https://t.co/NCyD7gnWAQ
wealthdfm.com
Nordea Asset Management (NAM) has appointed Kasper From Larsen and Rachel Reutter to its sustainable thematic team, further strengthening the team’s expertise
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Global equity markets pushed higher again in the third quarter of the year, their sixth consecutive positive month (when measured in US dollar terms). (@sarasinpartners) #Equities
https://t.co/UpN74Msxge
wealthdfm.com
Europe has pushed past its previous peak back in 2000, while Japan’s peak in 1989 has finally been surpassed. We are overweight equities, and our individual
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Weak UK GDP fuels expectations of imminent rate cut | Market strategists react #GDP #RateCut
https://t.co/VKiiLi8AZr
wealthdfm.com
Luke Bartholomew, Deputy Chief Economist, at Aberdeen said; “Monthly GDP is always very volatile so it’s important not to read too much into monthly
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Dynamic Planner (@DynamicPlanner), the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk-profiled investment universe. #MPS
https://t.co/ldLJVr6LGd
wealthdfm.com
Dynamic Planner, the UK’s leading digital advice platform, has added Isio’s Managed Portfolio Service (MPS) range to its risk profiled investment universe.
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European markets are upbeat as UK GDP disappoints, Dan Coatsworth, Head of Markets at AJ Bell (@ajbell) provides insight. #EuropeanMarkets #UKGDP
https://t.co/ov2UYY1iwT
wealthdfm.com
By Dan Coatsworth, Head of Markets at AJ Bell
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Managed Portfolio Services (MPS) have become a cornerstone of financial advice in the UK, offering advisers a streamlined way to deliver diversified investment solutions to clients. (@MorningstarInc) #MPS
https://t.co/sESSXwAAul
wealthdfm.com
Managed Portfolio Services (MPS) have become a cornerstone of financial advice in the UK, offering advisers a streamlined way to deliver diversified
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Anthony Willis, Senior Economist at Columbia Threadneedle Investments, takes a closer look at Japan and the likelihood of an interest rate hike at the end of December. #Japan #InterestRates
https://t.co/djTaTLUz6x
wealthdfm.com
This week, we take a closer look at Japan and the likelihood of an interest rate hike at the end of December. An upward move now seems a lot more likely than
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Bank set to deliver a Christmas interest rate cut, but, says Laith Khalaf of AJ Bell (@ajbell), the 2026 outlook might put the champagne on ice #Christmas #InterestRateCut
https://t.co/ioEw5xIPls
wealthdfm.com
“A rate cut would be festive news for borrowers of all stripes: businesses, households and His Majesty’s Government. But a look at the longer term picture may
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Fed cuts rate despite ‘AI bubble’, stabilises reserve markets with $40bn Treasury Bills purchases, as John Wyn-Evans, Head of Market Analysis at Rathbones (@RathbonesGroup), comments. #AI #ReserveMarket
https://t.co/U0Fi468JMl
wealthdfm.com
Responding to the Fed decision, John Wyn-Evans, Head of Market Analysis at Rathbones, said: “One of the few remaining uncertainties for investors to negotiate
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Ex-Invesco (@InvescoEMEA) EMEA Sustainable Investing Head Launches T50 Capital Management #SustainableInvesting
https://t.co/TXMk6HaQl2
wealthdfm.com
Hamid Asseffar, former head of EMEA sustainable and impact investing at Invesco, has launched T50, an Irish ICAV investment platform focused on helping
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Mel Holman - Chartered Financial Planner, compliance specialist and founder of CATS (Compliance and Training Solutions Ltd) shares her insight on what advisers must consider before bringing an MPS into their centralised investment strategy. #MPS
https://t.co/53uwg8vmc8
wealthdfm.com
As more firms explore whether a Model Portfolio Service can better support their clients, Mel Holman—Chartered Financial Planner, compliance specialist and
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Fed cuts rates as labour market takes priority amid growth uncertainty | Industry reaction #Fed #LabourMarket #US
https://t.co/BiasepVR51
wealthdfm.com
The US Federal Reserve’s Federal Open Market Committee (FOMC) has delivered a 25 basis point rate cut, bringing the target range to 3.50%-3.75%, a move
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Today FE fundinfo (@FEfundinfo) has released its latest Quarterly Fund Insights report, revealing the best performing funds of 2025, examining strategies, fund flows & wider market trends. #Japan #Funds
https://t.co/v86nIROGJN
wealthdfm.com
Charles Younes, Deputy Chief Investment Officer at FE fundinfo said: “2025 was another year of significant challenges for actively managed funds. The
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