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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
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🎙️ Check out our final 2025 episode of WealthDFM Talk, as we're joined by Daniel Scott Lintott, Investment Analyst at De Lisle Partners! 🎧 With the #AI revolution rolling out at speed and valuations looking increasingly attractive, could now be the time for investors to rediscover US small caps? Dan discusses here: ifamagazine.com/wealth-dfm-p…
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🚨🇺🇸 US shutdown masks a far deeper threat📉💸 wealthdfm.com/us-shutdown-ma… @WealthDfm #USShutdown #Trump #Investing #Economy #DebtCrisis
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"Chair Jerome Powell - who will be leading his last Jackson Hole Symposium before he steps down next year - could use this gathering to push back against market complacency. ... The stakes are high." Read the full analysis by our own Daniela Hathorn below ⬇️
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Listen to the insights of one of our analysts here 👇
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💷 UK’s wealth crisis: It’s time Brits started investing 🇬🇧💡 wealthdfm.com/uks-wealth-cri… @WealthDfm #InvestSmart #UKFinance #WealthBuilding #Inflation #FinancialEducation
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⚠️ Divergence could blindside investors — but smart money is already positioning📉 wealthdfm.com/devere-group-d… @WealthDfm #Investing #MarketTrends #SmartMoney #Economy
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In @WealthDfm's recent article, Andrew Davies, our Global Head of Financial Crime Compliance Strategy, examines how shifting geopolitics and economic coercion are reshaping risk. Have a read of the full article here: okt.to/LSJHyB
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🚀 Don't forget to check out our debut episode of the new Wealth DFM talk podcast series! This first episode is vital if you want to stay ahead of the curve in volatile markets. Tune in via the following link: ifamagazine.com/wealthdfm-ta…
🎙️ In our debut episode of Wealth DFM Talk, Senior Economist Anthony Willis from Columbia Threadneedle Investments breaks down: ✅ What’s beyond the US-China tariff pause ✅ Is US economic dominance fading? And more, listen here! wealthdfm.com/wealthdfm-talk…
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🎙️June at the IFA Talk studio, fresh insights, expert guests, and real-world discussions! 🎧 New Wealth DFM (@WealthDfm) Talk podcast series drops with 20-min episodes on global trends & portfolio strategies for advisers on the go. 🌍📈 Check out our roundup below! ifamagazine.com/whos-been-if… #IFA #WealthManagement #Podcasts
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The first ever episode of Wealth DFM Talk podcast is here! In this debut episode, Anthony Willis, Senior Economist at Columbia Threadneedle Investments helps us understand the rollercoaster ride that has been global markets in 2025. From Trump, to UK equities, it's all covered: wealthdfm.com/wealthdfm-talk…
💡We are so excited to bring you the very first episode of Wealth DFM Talk – your new go-to monthly podcast exploring the world of wealth management! 🌍 🎙️In this debut episode, we’re joined by Anthony Willis, Senior Economist at Columbia Threadneedle. wealthdfm.com/wealthdfm-talk…
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RT @IFAMagazine: 🚀 Following on from the success of our original IFA Talk podcasts, we are incredibly excited to be launching Wealth DFM's…
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Wealth DFM retweeted
Our 'Attitudes to Wealth' report has been covered in this article from @WealthDfm. In our report we explore what matters most to today’s ultra-high-net-worth clients: bit.ly/3FYXYOh Download the report: step.org/attitudes-to-wealth #STEPProfile #RSOW
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Wealth DFM retweeted
What might Trump 2.0 mean for markets? The December edition of Wealth DFM Magazine is now live Read and download your copy here: wealthdfm.com/what-might-tru… #wealthmanager #wealthmanagement
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12 Months, 12 News Highlights 🌟 September Highlight: Paul Ronan, our Chief Technology Officer, addresses how asset managers can leverage data in @WealthDFM: hubs.ly/Q0308HQW0 ➡️ For insights: hubs.ly/Q0308Mtx0 #FEfundinfo #Data #AssetManagers
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Wealth DFM retweeted
Podcast #100: Women and financial advice – are advisers missing a trick? With Philip Wickenden and Gillian Hepburn Listen below! wealthdfm.com/podcast-100-wo…
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