Blog
Anthony Villis of First Wealth on the Journey to B Corps
We caught up recently with Anthony Villis, MD of First Wealth, to hear about the journey that he and his team have been making to achieve B Corps certification I began at the beginning with the obvious question: what is B Corps certification? Anthony told me that B...
Discretionary MPS – VAT charging, market size and pricing pressure
Our latest report shows that assets in discretionary model portfolio services continues to rise but that the growth is uneven. DFMs enjoying above average growth in assets in their models tend to be part of consolidators or are transferring existing assets. Market...
Fairstone, FE and Wellian are the fastest growing Discretionary MPS
Our latest research on discretionary MPS was written up by Investment Week. The article covers the fastest growing DFMs and key trends such as VAT charging and agent as client. Click the box below to go to the full article. To find out more about our Discretionary...
NextWealth Digital Process Champions
NextWealth has today named AJ Bell Investcentre, Fidelity FundsNetwork, Standard Life Wrap and True Potential as digital process champions for leading the pack by digitally enabling 90% of their document submission processes. The recognition was published in the...
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 small...
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