Wealth DFM

Relevant market analysis, thought leadership & insights for the UK's leading wealth managers and DFMs from a leading independent publisher sharing your passion!

[Wealth DFM @WealthDFM]

Middle East risks reshape markets

April/May edition of IFA Magazine now available

Read and download your copy here: https://t.co/9D2iMDD9WB

#IFA #Financialadviser #financialplanner #financialservices #taxyearend #taxyearendplanning

[Wealth DFM @WealthDFM]

With FTSE falling flat as US posts fresh highs, Matt Britzman, CFA, senior equity analyst at Hargreaves Lansdown, has shared his thoughts in this market report. (@HLInvest)

https://t.co/SQDz0iRMvS

[Wealth DFM @WealthDFM]

@Aberdeen_plc today announces the appointment of Shelley Morrison as Head of Private Credit and Fund Finance.  She succeeds Marianne Zangerl, who has been promoted to lead Multi Asset and Alternative Investment Solutions (MAAIS) within Aberdeen.

https://t.co/UXT7IO6k0i

[Wealth DFM @WealthDFM]

WealthAi has signed Patronus Partners Ltd, a UK wealth management firm who provide a full service offering for private wealth and family office clients, as a new client in a full front-to-back deployment across all users and agents.

https://t.co/KwYU2lJk3V

[Wealth DFM @WealthDFM]

Steeve Brument, Global Head of Alternative Investments at @Candriam, analyses how resilient global growth collided with an energy shock to shape markets in April, driving a sharp rebound in risk assets led by AI and technology.

https://t.co/IUUjan0Tbn

[Wealth DFM @WealthDFM]

@Premier_Miton has announced a new strategic relationship with BNY (NYSE: BNY), a global financial services company, under which equity trading will be outsourced to BNY’s Buy-Side Trading Solutions group.

https://t.co/JzDBq1lxqI

[Wealth DFM @WealthDFM]

Rick Kanda, Managing Director at The Gold Bullion Company shares insight into why Brits are reluctant to invest in gold currently and whether silver could be a better option. (@thegoldbullion)

https://t.co/nlYPQmuQrn

[Wealth DFM @WealthDFM]

Today, the cross-party House of Lords Financial Services Regulation Committee has published its report, ‘Stablecoins: waiting for regulation’.

https://t.co/gQ22UCO04F

[Wealth DFM @WealthDFM]

This week on of IFA Talk, we're joined by Tara Gillespie, the Co-Head of Investment at Gallagher. Together, we unpack intergenerational wealth transfers and the factors which might affect clients.

https://t.co/JPhMR8e6yi

[Wealth DFM @WealthDFM]

How are advisers really viewing fixed income now?

Find out more: https://t.co/ii3WmAfaAH

[Wealth DFM @WealthDFM]

Dr Wiehann Olivier of @ForvisMazarsGrp offers crucial analysis on the latest court judgment, dated 1 June 2026, that classified Bitcoin as ‘capital’ for exchange control purposes, directly contradicting an earlier ruling.

https://t.co/cGMpUBCeS9

[Wealth DFM @WealthDFM]

A new report by London-based intelligence platform Hackford reveals the concentrated and competitive structure of the UK fund-hosting market, with the 10 largest principal firms accounting for 62% of in-scope appointed representative firms.

https://t.co/eGnKWxgcde

[Wealth DFM @WealthDFM]

@CapitalGroup and KKR have announced the expansion of their global partnership with the launch of their first public‑private investment strategy for eligible investors in Europe and the Asia-Pacific.

https://t.co/61E5gtcbMo

[Wealth DFM @WealthDFM]

Market performance in 2025 shone a light on a key feature of the convertible bond space that is often misunderstood: indices. Nicolas Crémieux and Benjamin-François Barretaud of Mirabaud Asset Management, share their insights. (@Mirabaud_AM)

https://t.co/xdkI0HjOyi

[Wealth DFM @WealthDFM]

The abrdn Future Supply Chains UCITS ETF and abrdn Future Raw Materials UCITS ETF have marked their one-year track record with both strategies achieving strong absolute and relative returns in their respective Morningstar categories. (@Aberdeen_plc)

https://t.co/PpwLAw9BaB

[Wealth DFM @WealthDFM]

Emerging markets are being reshaped by industrial policy, energy transition spending and supply chain shifts. Liz Su of Boston-based fund management business, Boston Common, examines where investors may find long-term opportunities.

https://t.co/VaL8pHeCHq

[Wealth DFM @WealthDFM]

Dynamic global fixed income: Investing across the cycle.

Learn more here: https://t.co/CthcgC0XjM

@CapitalGroup

#fixedincome #marketcycles

[Wealth DFM @WealthDFM]

With FTSE set for soft open as US futures push higher, Matt Britzman, CFA, Senior Equity Analyst at Hargreaves Lansdown, has shared his market report. (@HLInvest)

https://t.co/jDoILCTrUo

[Wealth DFM @WealthDFM]

@InvestecUK has provided a £46.95 million senior investment loan to YourTRIBE, a London-based purpose-built student accommodation operator and student living brand, to refinance its newly completed 226-bed PBSA scheme in Elephant & Castle.

https://t.co/fE95mBsIsM

[Wealth DFM @WealthDFM]

Oil prices are unlikely to return to pre-war levels in the short to medium term at least, a shift that could keep inflation elevated, delay interest-rate cuts, and reshape investment returns across global markets, predicts DeVere Group's CEO, Nigel Green.

https://t.co/tFDPynrqfm

[Wealth DFM @WealthDFM]

As the FTSE 100 slips back in a sigh of disappointment at the start of the month, Susannah Streeter, Chief Investment Strategist at Wealth Club, shares a weekly market report.

https://t.co/TaKAYP0wFg