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Leadership Series
26/03/24

NextWealth AI Lab

Welcome to AI Lab, a NextWealth community dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. Despite our optimism for the future role of AI in our sector, use cases are scarce. AI Lab, a membership group will bring leaders and thinkers together every quarter for a live event to help firms stay aware of the latest applications of this new technology.

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    NextWealth Live
    30/04/24

    NextWealth Live 2025

    We will be returning in 2025.. NextWealth Live is our annual conference that brings together a community of thinkers and leaders to discuss and debate the forces shaping what’s next in wealth. NextWealth Live 2025 will take place at The Royal Institution on 18 March. The Royal Institution is famously where Michael Faraday discovered electro-magnetism. Like Faraday, we believe we need to push the boundaries of discovery. Over the coming months, we will continue to announce our line-up. Keep your eyes peeled!

    Use promo code GROUPOF3 when checking out to receive 20% off when purchasing 3 or more tickets.  
    You can catch up on the conversation that took place at our 2024 event.

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    Leadership Series
    26/03/24

    NextWealth AI Lab

    Welcome to AI Lab, a NextWealth community dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. Despite our optimism for the future role of AI in our sector, use cases are scarce. AI Lab, a membership group will bring leaders and thinkers together every quarter for a live event to help firms stay aware of the latest applications of this new technology.

    Learn more

    Leadership Series
    30/04/23

    Head of Platform Propositions Roundtable

    NextWealth hosts quarterly roundtable conversations with heads of platform proposition. The agenda for the conversation is set by attendees who discuss common challenges and solutions under the Chatham House Rule. Topics typically include changes in financial adviser businesses and priorities and regulatory change but vary with each meeting.

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    Leadership Series
    29/04/22

    DFM Council

    The DFM Council is a quarterly networking event at which heads of distribution and heads of proposition at discretionary fund management firms can discuss business challenges and solutions under the Chatham House Rule.

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