Helping financial institutions adapt to what's next in wealth

About Us

At Next Wealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth.

We offer research, consultancy and thought leadership content. Our main areas of focus include:

  • The rise of segregated mandates, or sub-advised, in retail
  • Retirement and projecting what retirement might look like in five years, including workplace, deaccumulation and product innovation
  • Bespoke reports on investment propositions, technology and innovation and investor engagement

Please subscribe to our newsletter and get in touch for more information.

Contact us:

“NextWealth delivered high quality research in a complex area at very short notice. Heather’s knowledge of the sector, her can do attitude and intuitive understanding of our needs were notable. A first class job!”

– Simon J Farrant, Head of Proposition, FundsNetwork

Find out more

We’re passionate about what we do.


Syndicated and bespoke research, consultancy and thought leadership content

Our Team

Find out more about the NextWealth team


Links to events we are speaking at and information on our own events

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