What we do
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth.
Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and demographic changes, digital technologies, commercial pressures and empowered customers.
There is much to play for. The industry is poised for substantial growth: analysts forecast more than 6% compounded annual increase in AUM for asset management globally over the next three to five years.
The future is bright for firms that have the capacity and courage to adapt to these disruptions.
At NextWealth we help firms understand what’s next in wealth – not to simply accept the future but to exploit the trends for competitive advantage. We offer research, consultancy and thought leadership content.
Our main areas of focus include:
- The rise of segregated mandates, or sub-advised, in retail from both wealth managers and discretionary fund managers
- What retirement will look like in five years, including workplace savings, centralised retirement propositions, DB pension transfers and product innovation
- Bespoke reports on investment propositions, technology and innovation and investor engagement
NextWealth is building unique proprietary data sets on products, pricing and processes in asset management.
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Contact us: firstname.lastname@example.org
Helping financial institutions adapt to what's next in wealth.
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.
Heather was most recently the head of Platforum, a market-research firm servicing the UK platform market owned by Centaur Media, where she worked from 2013 to 2017. Prior to that Hopkins was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
Heather is also active in philanthropy, serving on the board of directors of The Open String Foundation, which provides classical instruments to children in poverty around the world. She organises the Women in Investments meet-up in London, which supports female leaders in the investment industry. She was named “Team Leader of the Year” by Investment Week in 2017.
Peter stepped down as Vice Chairman of Old Mutual Wealth following his time as Managing Director Skandia UK, after the Skandia businesses merged in September 2012 to form Old Mutual Wealth. Peter held the position of Chief Executive Officer (CEO) of Skandia UK for a period of 5 years prior to this. In his last role Peter was a senior ambassador for the Old Mutual Wealth Business, focusing on the needs of advisers and business growth across the newly formed Old Mutual Wealth business.
Peter has over 30 years’ experience working in the Financial Services industry. Prior to joining Skandia in 2008 as Chief Development Officer, Peter was Chief Executive of Bankhall, a leading supplier of support services to financial advisers.
As Bankhall CEO, Peter was an active member of the AIFA panel, lobbying the FSA, Ombudsman, Product Providers and other market participants on behalf of Bankhall members. He has also held senior Board and Strategy roles in the CityUK organisation, helping to promote London, amongst other things , as a World Class Financial Services Centre. He was also a regular spokesperson on panel debates throughout Financial Services speaking on key industry topics and ensuring that the voice of Bankhall members and the wider Intermediary market was heard.
Prior to those roles Peter was an independent financial adviser and Pension Director for a large financial advice firm in Glasgow. He as also been Sales Director at Scottish Amicable and Group Distribution Director at Prudential.
Miranda is Research Director at NextWealth. Miranda brings over a decade of experience in analysing financial services in the UK and Europe covering: banking and consumer finance; insurance – general and commercial; investment distribution; life and pensions and capital markets.. Her areas of expertise and interest include:
- Adviser platforms and adviser fintech
- The evolution of the financial advice market – in particular adviser investment propositions
- Retirement and workplace savings
- Investment outsourcing
- The impact of regulation and policy on the distribution of retail funds and investments in the UK.
Miranda is also a regular presenter and press commentator on investment distribution. Previously Miranda was Research Director at Platforum, a leading retail investment distribution research and consulting business.
Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research with his wife, Monica.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society.
He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.
He also chairs The Investment Network and is managing director of the Schroders UK Platform Awards.
Vassili is lead for quantitative analysis and project management at NextWealth. He has 10+ years’ experience in customer insights and has worked across a wide range of consumer and business categories, ranging from financial to consumer goods businesses.
A self-confessed “data geek”, Vassili enjoys anything to do with data – and is very much in his element when working with large data sets, building dashboards, or unearthing insights which enable enhanced strategic decisions.
Vassili is also a certified PRINCE2 Practitioner and has managed and delivered projects conducted on a global scale.