Connecting forces to adapt, innovate, thrive

24 MARCH 2020

The Royal Institution, 21 Albemarle Street, Mayfair, London

#NextWealthLive

NextWealth Live

NextWealth Live brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. The videos and links to presentations from the inaugural can be found below. NextWealth Live 2020 will again take place at The Royal Institution on 24 March. The Royal Institution is famously where Michael Faraday discovered electro-magnetism. Like Faraday, we believe we need to push the boundaries of discovery.

Whether the forces we are facing attract or repel, NextWealth Live arms our delegates with fresh thinking and new ideas to take back and implement and will help us all to adapt, innovate and thrive.

Speaker Presentations

Videos of the sessions at NextWealth Live 2019 are provided below. Click the link in the session name to download the slides from the session.

Heather Hopkins, NextWealth, Opening Remarks

CEO Debate moderated by Peter Mann, chairman of NextWealth, on the business models that will adapt, innovate and thrive. Peter is joined by Jackie Boylan, Head of UK Adviser Platform Fidelity International, Mark Duckworth, CEO of Openwork, Ian Taylor, CEO of Transact and Mark Till, MD Digital Solutions at Aegon

Otto Thoresen, NEST, NextCustomer: How future investors want to manage their wealth

Simon Clare, Bravura, NextCustomer: How will tomorrow’s customer use technology?

Heather Hopkins, NextAdvice: NextWealth analysis of the financial advice market

Debate on Advice Models: At NextWealth Live we hosted a live debate on business models and advice. “This house believes that vertically integrated business models are for the benefit of the firm rather than the client.” Do vertically integrated firms bring efficiency, automation and robust investment governance or do they hang on to higher fees at the expense of independence and value for the client? Phil Young of Zero Support or David A Norman (DAN) of TCF Investment debated this topic live. Spoiler alert – the house view was carried.

In this soapbox, Lee Robertson challenges attendees at NextWealth Live to re-think adviser charging models.

Case Study: Working with the FCA: Anthony Morrow walks NextWealth Live attendees through a case study of working with the FCA. OpenMoney is providing simplified financial advice through a digital channel. Here Anthony Morrow tells us about their experience in the FCA advice unit and how it helped them to address some key areas.

Nick Blake, Vanguard, NextAdvice: Vanguard’s Personal Advisory Service in the US

Kate Webber, Calastone, NextFlows: Blockchain and DLT

Panel: Is the fund fit for purpose? Richard Romer-Lee, Co-Founder of Square Mile hosts a panel discussion challenging: Is the fund fit for purpose? Panelists David Tiller of Standard Life, Verona Kenny of 7IM, Howie Li of LGIM and Michael Ohanessian of Praemium debate whether competitive structures to the traditional mutual fund will overtake funds

Heather Hopkins, NextFlows: Adviser Investment Strategies

Dan Brocklebank, Orbis, NextFlows: Performance fees

Gavin Francis, Worthstone, NextFlows: Impact Investing

Panel: The shape of flows. UK fund flows are on the verge of a massive shift, concentrating to a shrinking number of funds. Heather Hopkins of NextWealth chairs this big debate on the shape of future fund flows. Panelists Mark Dampier, Head of Research for Hargreaves Lansdown, Philip Martin Business Development Director for Unique FP and Petronella West, CEO of Investment Quorum debate where money will flow to and what it means for retail investing.

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