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.
NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place on 3 September and is kindly supported by Schroders. Please get in touch for more details.
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.
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 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.
Annual gala dinner recognising excellence in UK platforms and technology.
The Christmas drinks will be a moment to toast a busy, fulfilling year for NextWealth. Yet, what we love most, other than data, is to bring our community together and share information, meet new people and have fund. We hope you’ll join us.