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
The anniversary of the creation of the Periodic Table of Elements has inspired us to create our own periodic table: an index of the essential elements of financial planning.
In this month's NextWealth Newsletter we share some views on the shape of fund flows and in particular the concentration of flows to an ever-shrinking number of funds and ask readers to save 26 March 2019 in their diaries. We will be hosting our first NextWealth Live event on that day in London.