Helping financial institutions adapt to what’s next in wealth
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth.
We offer research, consultancy and thought leadership content on trends in retail investing with a particular focus on the financial advice market. Our main areas of focus include:
- The rise of segregated mandates, or sub-advised, in retail
- Retirement advice
- The adviser tech stack, including back office systems, platforms, cash flow modelling, etc.
- Bespoke reports on investment propositions, technology and innovation and investor engagement
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Contact us: firstname.lastname@example.org
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