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]

Are emerging markets entering a new investment era?

June/July edition of IFA Magazine now available

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

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

[Wealth DFM @WealthDFM]

Naoki Kamiyama, Chief Strategist at Amova Asset Management (@amova_am_global), shares insights on July’s landmark currency intervention by the US and Japan to address the yen’s excessive weakness.

#JapanEquities #Impact

https://t.co/Vcnh1eZXlI

[Wealth DFM @WealthDFM]

Anthropic investors betting on a $2tn valuation in a record IPO are betting on a market that’s already jittery, affirms Nigel Green, CEO of deVere Group (@deveregroup).

https://t.co/enQP6dRUfa

[Wealth DFM @WealthDFM]

Clifton Asset Management has appointed Edward Ellis as Chief Financial Officer (CFO). Ellis joined the business in late July where he took over from Ellis Organ, who has retired after nearly 30 years at the business.

https://t.co/zEGb5JNiXI

[Wealth DFM @WealthDFM]

Where family offices win in direct acquisitions of private U.S. “middle-market” companies

https://t.co/Iv9Q8jc2V1

[Wealth DFM @WealthDFM]

UK private market fund managers back SIPPs as major growth opportunity for private markets

#UKPrivateFundManagers #PrivateMarkets

https://t.co/oCEuoFtKI3

[Wealth DFM @WealthDFM]

Royal London: Navigating profitability pressures in asset management (@RLAM_UK)

#RoyalLondon #AssetManagement

https://t.co/5pKOULMujZ

[Wealth DFM @WealthDFM]

@Hoxton_Wealth has announced the addition of two experienced international wealth advisers to its global team.

https://t.co/p3dM0FojA0

[Wealth DFM @WealthDFM]

TIME Investments has announced the launch of TIME Asset Management, a dedicated brand for its growing asset management business.

https://t.co/GH7CyVDVRm

[Wealth DFM @WealthDFM]

More than half of institutional investors and wealth managers believe China will match US within five years. Professional investors expect strong growth in the UK and the Middle East, Robocap research shows.

https://t.co/KXnDFj7LIt

[Wealth DFM @WealthDFM]

Following GDP data coming out this morning, Jeremy Batstone-Carr, European Strategist at Raymond James, shares his insights.

https://t.co/7KnXK0SJpZ

[Wealth DFM @WealthDFM]

Managing uncertainty: what role should smoother investment journeys play in multi-asset investing?

As Ed Green, Investment Specialist at M&G explains - for advisers supporting clients through today’s market environment, things are changing.

Read here: https://t.co/M7OnF38rkE

[Wealth DFM @WealthDFM]

The end of the 60/40 era? A tale of two cycles

@BlackRock's Hugo Thompson explores why the post-financial crisis “buy, hold, repeat” model is losing effectiveness.

Read here: https://t.co/8SpYpXrchA

[Wealth DFM @WealthDFM]

@SJPwealth announces that four experienced financial Appointed Representatives (ARs) have brought their Partner practices to SJP, as the company continues to attract established professionals looking to build their own advice businesses.

https://t.co/rGAHTk2OZM

[Wealth DFM @WealthDFM]

Emerging market ex-China equity funds attracted nearly $7 bn of net inflows in the first half of 2026, the strongest six-month period on record and a sharp reversal from the outflows seen in 2025 – according to @MorningstarInc data.

https://t.co/N9wfCEuBIO

[Wealth DFM @WealthDFM]

With US equities having gained more than 20% over the past year, investors are understandably asking whether the rally is becoming stretched. Tim Murray at @TRowePrice shares his insights.

https://t.co/IfGsirJmQ2

[Wealth DFM @WealthDFM]

Andy Burnham’s absent advisers are a warning sign for UK investors, affirms Nigel Green, CEO of deVere Group (@deveregroup).

#Burnham #UKInvestors

https://t.co/TvdMvdHIxY

[Wealth DFM @WealthDFM]

StFollowing yesterday’s market open, Joe Mazzola, Head Trading & Derivatives Strategist at Charles Schwab (@CharlesSchwab), shares his insights.

#Oil #Stocks #Iran

https://t.co/uR5engcd4O

[Wealth DFM @WealthDFM]

In the second instalment of this fortnightly, exclusive series from Blackfinch Group, Josh Clayton, Assistant Portfolio Manager at Blackfinch (@BlackfinchGroup), assesses the current state of the market, focusing on AI and US hiring.

https://t.co/MPSvLJwoXW

[Wealth DFM @WealthDFM]

Royal London (@RoyalLondon) has announced the appointment of Louise Gelling as Group Chief Risk Officer. Louise will join in September (subject to regulatory approval), and will succeed James McCourt, who will retire at the end of this year.

https://t.co/ylpUGQR3gD

[Wealth DFM @WealthDFM]

June 2026 recorded significant inflows of £3.8bn from retail investors, marking the highest figure since August 2021 and the eighth consecutive month of inflows, according to data published by The Investment Association (IA).

https://t.co/UO7kVhrhN8