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!

You can catch up on the conversation that took place at our 2024 event.

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. You can register your interest by completing the form. Our research shows that AI, in all its guises, will be a given for 100% of clients, not an optional curiosity. It will improve quality, boost scale, lower the cost to serve and reduce cost to clients, widening access to advice. 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

• Share live use cases
• Learn from early adopters
• Overcome challenges
• Connect to find the best solutions

We will also track adoption and readiness to adopt AI in financial advice businesses and the tech firms that support those businesses through an AI Index. If you wish to become a member, please complete the form and we will be in touch or reach out any one of the NextWealth team. We can then provide you with details regarding the cost and the agenda for our upcoming meeting/s.

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!

You can catch up on the conversation that took place at our 2024 event.

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.

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.