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Leadership Series
08/03/22

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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    Leadership Series
    08/03/22

    Council for Fund Distribution

    NextWealth's Council for Fund Distribution is a quarterly networking event for heads of sales and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule.

    Learn more

    Leadership Series
    08/03/22

    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.

    Learn more

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