Upcoming events

Next Wealth hosts networking events and roundtables. Heather Hopkins is also a regular speaker at industry events. Below is a list of some of our upcoming events and speaking engagements.

Morningstar Investment Conference
30 April – 1 May 2019

Heather Hopkins will be presenting on platforms, paper and permissions at the 2019 Morningstar Investment Conference.

NextWealth Breakfast Club 18 June 2019
Location – TBD

The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule. Please get in touch for more details.

Women in Platforms 19 June 2019
Location – on request

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place on 19 June and is kindly supported by SEI. Please get in touch for more details.

The Investment Network
20 – 21 June  

The Investment Network is a quarterly conference and pre-conference dinner bringing together senior leaders from platforms, financial advice firms, asset managers and technology companies to debate and discuss real issues faced across the retail investing community. As vice-chairperson for The Investment Network, Heather is a regular speaker and attendee. For more details, visit The Investment Network website.

NextWealth Head of Platform Proposition  Roundtable 24 September 2019
Location – on request

NextWealth hosts quarterly roundtable conversations with heads of platform proposition. The agenda for the conversation is set by attendees who discuss common challenges and solutions under the Chatham House Rule. Topics typically include changes in financial adviser businesses and priorities and regulatory change but vary with each meeting. Please get in touch for more details.

Schroders UK Platform Awards
24 September 2019

Annual gala dinner recognising excellence in UK platforms and technology

Please contact us to discover how we can help your firm adapt to what's next in wealth.

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