Wealth DFM

The great market rotation The February edition of Wealth DFM Magazine is now live Read and download your copy here: wealthdfm.com/the-great-mark… #wealthmanager #wealthmanagement

Richard Flax, Chief Investment Officer at Moneyfarm (@moneyfarmUK) delves into the week that central banks didn’t do anything, and yet we all paid close attention. #CentralBanks wealthdfm.com/a-week-of-unac…

BRI Wealth Management plc (@BRIWealth) have completed the acquisition of financial advisory firm, West Midlands Wealth Management (WMWM), adding approximately £50 million in client assets across 80 households. #WealthManagement wealthdfm.com/bri-wealth-man…

As brent crude and natural gas prices have retreated from Thursday’s scorching highs but remain highly elevated, Susannah Streeter, Chief Investment Strategist at Wealth Club (@WealthClubUK), has shared her thoughts. #EnergyPrices #Economy wealthdfm.com/wealth-club-en…

Raphael Olszyna-Marzys of J. Safra Sarasin Sustainable Asset Management, answers whether the current spike in energy prices be treated as transitory and warrant inaction. wealthdfm.com/j-safra-sarasi…

Rachel Cook, (Peters & Peters) examines whether the FCA’s evolving approach risks undermining proportionality, predictability and fairness, principles that underpin both effective enforcement and long-term market confidence. wealthdfm.com/legal-expert-a…

Get expert guidance on MPS construction, asset allocation, and portfolio design by downloading IFA Magazine’s latest MPS Insights Publication and earn CPD here: wealthdfm.com/2025-26-manage… #MPS #ManagedPortfolioServices #Investments

Tiffany Wilding and Graeme Westwood, Economists at @PIMCO, still expect to see the Fed remain on hold through most of 2026, before resuming their easing cycle toward a neutral rate just above 3%. wealthdfm.com/pimco-caution-…

BoE keeps rates at 3.75%: market reaction from asset managers and industry experts #BankofEngland #BoE #Rates #Markets #GeopoliticalTensions wealthdfm.com/boe-keeps-rate…

The FTSE 100 index of blue-chip shares was down 1.6 per cent mid-morning, while global gas prices had surged 25 per cent and oil hit $115. Daniel Casali, Chief Investment Strategist at @EvelynPartners, has shared his thoughts. wealthdfm.com/evelyn-partner…

Dan Kemp, Founder of Portfolio Thinking, explores the resurgence of stagflation fears. He also challenges investment managers to resist reactive positioning, highlighting the importance of valuation, diversification, and disciplined decision-making. wealthdfm.com/analysis-the-g…

The US FOMC voted 11-1 to keep interest rates unchanged at 3.5%-3.75% following its March meeting. Industry experts say the Fed’s latest moves are crucial not only for US and global stock markets, but also for the broader health of the global economy. wealthdfm.com/us-fed-holds-i…

Oil prices remain high as the Iran war continues to affect the vital shipping lane, the Strait of Hormuz. It is important to consider how to protect the UK’s energy system from the impact of conflicts. wealthdfm.com/rathbones-oil-…

Victory Capital has just turned up the heat in the takeover battle for rival Janus Henderson. Its fresh $8.6 billion bid escalates the head-to-head contest with Nelson Peltz’s Trian Fund Management and General Catalyst. wealthdfm.com/victory-capita…

MPS insights for wealth managers. wealthdfm.com/2025-26-manage…

Investors remain firmly focused on the dual drivers of inflation data and the US Federal Reserve’s latest policy signals. Emma Wall, Chief Investment Strategist at Hargreaves Lansdown, shares her market overview. (@HLInvest) wealthdfm.com/stocks-in-the-…

The increasing involvement by large traditional financial institutions in crypto is triggering a boom in new fund launches in the sector, according to new global research by London-based Nickel Digital Asset Management. wealthdfm.com/growing-instit…

The EU is reportedly weighing curbs on national powers to block mergers to help European companies build the scale to compete with China and US rivals. Hyder Jumabhoy of White & Case LLP comments. wealthdfm.com/white-case-eu-…

The resilient global economy continues to provide growth opportunities that help investors remain invested while strengthening portfolio resilience to manage recent geopolitical developments, according to HSBC Private Bank. (@HSBC) wealthdfm.com/hsbc-private-b…

In the latest episode of IFA Talk, Mark Whitcroft, CEO and co-founder of PlannerPal, joins us to discuss how AI is beginning to reshape the advice process. wealthdfm.com/podcast-163-ho…

As the fast-developing situation in the Middle East continues into its third week with no sign of immediate resolution, Guinness Global Investors’ Jonathan Waghorn provides an update on the company’s key observations as energy investors. wealthdfm.com/guinness-globa…