Search

Heather Hopkins

Managing Director

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.

All posts by Heather Hopkins

asset management

Discretionary MPS

I am testing the excerpt space for the homepage in order to see if it increases the size of the box if the excerpt is written over at least four lines

clients

Client review meeting tips

Our latest Advice Tech stack report reveals that advice firms are spending an average of 105 days per year per adviser preparing for client reviews.

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter