What we do
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth.
Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and demographic changes, digital technologies, commercial pressures and empowered customers.
There is much to play for. The industry is poised for substantial growth: analysts forecast more than 6% compounded annual increase in AUM for asset management globally over the next three to five years.
The future is bright for firms that have the capacity and courage to adapt to these disruptions.
At NextWealth we help firms understand what’s next in wealth – not to simply accept the future but to exploit the trends for competitive advantage. We offer research, consultancy and thought leadership content.
Our main areas of focus 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, including workplace savings, centralised retirement propositions, DB pension transfers and product innovation
- Bespoke reports on investment propositions, technology and innovation and investor engagement
NextWealth is building unique proprietary data sets on products, pricing and processes in asset management.
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Contact us: email@example.com
Helping financial institutions adapt to what's next in wealth.
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.
Heather was most recently the head of Platforum, a market-research firm servicing the UK platform market owned by Centaur Media, where she worked from 2013 to 2017. Prior to that Hopkins was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
Heather helps organise the Women in Investments meet-ups, supporting female leaders in the investment industry. She was named “Team Leader of the Year” by Investment Week in 2017.
Peter has over 30 years’ experience working in the Financial Services industry. Prior to joining Skandia in 2008 as Chief Development Officer, Peter was Chief Executive of Bankhall, a leading supplier of support services to financial advisers.
As Bankhall CEO, Peter was an active member of the AIFA panel, lobbying the FSA, Ombudsman, Product Providers and other market participants on behalf of Bankhall members. He has also held senior Board and Strategy roles in the CityUK organisation, helping to promote London, amongst other things , as a World Class Financial Services Centre. He was also a regular spokesperson on panel debates throughout Financial Services speaking on key industry topics and ensuring that the voice of Bankhall members and the wider Intermediary market was heard.
Prior to those roles Peter was an independent financial adviser and Pension Director for a large financial advice firm in Glasgow. He as also been Sales Director at Scottish Amicable and Group Distribution Director at Prudential.
Julie Best is NextWealth’s qualitative researcher and joins the team with 12 years’ experience in retail financial services. Julie was formerly head of research at business-to-business publishers Incisive Media and Centaur Media, focusing on the financial adviser space and working closely with clients to deliver insight into this rapidly changing market.
At NextWealth, Julie focuses on broadening and deepening our knowledge of financial advice businesses through structured interviewing and knowledge gathering. Julie also supports the delivery of NextWealth’s regular and ad hoc research projects and events.
Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research with his wife, Monica.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society.
He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.
He also chairs The Investment Network and is managing director of the Schroders UK Platform Awards.
Hannah Wemyss is NextWealth’s client delivery manager, supporting our quantitative research and project managing our engagement with clients. She has led our work on platform documentation submission requirements and e-signatures.
Before joining NextWealth Hannah studied International Business with Business Analytics and Technology at the University of Strathclyde Business School, spending 6 months studying at The University of Ottawa. Her Honours year research thesis focused on global expansion within information technology firms.
Having also previously worked at a tech firm SIMUL8 and interning at Embark, Hannah has a keen interest in adviser technology and the possible future efficiencies achievable within the sector.
Drey is NextWealth’s Administrator joining the team as a recent business graduate. Before joining NextWealth Drey studied Business and spent a year overseas in Rome expanding his knowledge in world trade, economics and financial markets.
Having previously worked for an information technology software company in financial services and a global marketing agency Drey plans to develop and expand his knowledge in what’s next in wealth.