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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

financial advice

Good news for Timeline and Transact users

Timeline Retirement Income Software announces data integration with Transact. We refer often to the quote made to us by the head of a financial planning firm who described her technology infrastructure as a ‘messy ball of string’.

DFM

MPS Proposition Comparison Report

NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.

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