Working out what’s next in wealth?

So are we. Constantly.

At NextWealth, we help technology providers, fund and asset managers, discretionary fund managers and providers adapt to what’s next in wealth.

We help firms harness the emerging trends for competitive advantage. We offer research, consultancy and thought leadership content.

Our interests 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; and bespoke reports on investment propositions, technology and innovation and investor engagement.

At NextWealth, we are able to draw on insights from unique proprietary data sets on products, pricing and processes in asset management.