Helping financial institutions adapt to what's next in wealth
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
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Contact us: firstname.lastname@example.org
“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!”