Consultants – NextWealth’s why

I am often asked why I set up NextWealth. What’s the point of consultants anyway? It’s a fair question and one I ask myself regularly. The short answer is that we help product providers to remain customer focussed. Financial advice businesses are mostly...

It’s the data – stupid!

At a recent webinar on the subject of ESG, two fund managers from global firms claimed that ESG criteria underpin every purchase across all funds. This did not come as a surprise to us, as we had heard similar claims during our fund manager interviews. What had...