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 the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Previously, Heather was head of Platforum, a market-research firm servicing the UK platform market, where she worked from 2013 to 2017. Prior to that she 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 award-winning Women in Platforms meet-ups, supporting female leaders in the investment industry. She was named “Team Leader of the Year” by Investment Week in 2017. Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.
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.
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.
Alex is Nextwealth’s qualitative analyst and joined the company with a decade of experience in the financial services industry as a researcher, analyst, and consultant. Over the years Alex has worked as a freelance consultant, insight specialist at ADG Corporate, and as Senior Manager at AON’s wealth management consultancy business – formerly Scorpio Partnership. He specialises in running insight programmes which feed into actionable, strategic output.
At NextWealth, Alex’s core focus is to run our variety of research programmes and to synthesize data into useful strategic output for the industry.
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.