Login
Heather Hopkins
Managing Director & Founder
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.
Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.
All posts by Heather Hopkins
Number of financial advisers in the UK
There were 286 fewer financial advisers advising on retail investment products in the year to December 2023. The number of firms fell 8.1% in the year. These numbers are based on the latest data from the FCA on the retail intermediary market.
Mary Berry has nothing to fear from AI…yet
Have you ever tried to make a cake using AI? Iā€™m guessing not. I try to invite AI to the table wherever possible. This idea was reinforced for me by Ethan Mollickā€™s excellent CoIntelligence book. Take it from me, the throat scratcher that came out of the oven would not win me a handshake from Paul Hollywood on the Great British Bake-off.
8 trends that are transforming retail wealth management
Delegates at NextWealth Live debated the future shape of financial advice and these are eight interconnected themes that wove together throughout the day:
