NextWealth Live 2024

NextWealth Live

NextWealth Live 2024

We will be returning in 2024..

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 2024 will take place at The Royal Institution on 19 March. The Royal Institution is famously where Michael Faraday discovered electro-magnetism. Like Faraday, we believe we need to push the boundaries of discovery.

Our theme for this year is “change agents”. We will applaud, empower and embolden the change-agents in our industry: those brave and steadfast executives who push their firms to deliver solutions that put customer needs first.

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 2023 event.

19 March 2024

Where

The Royal Institution, 21 Albemarle Street, Mayfair, London

Cost

£599+VAT (until 15 December 2023). 20% group (3 or more) booking discount available by applying 'GROUPOF3' at checkout. £699+VAT afterwards.

Speakers

Heather Hopkins

Managing Director at NextWealth

Peter Mann

Chairman at NextWealth

Andy Curran

CEO at Phoenix Group

Mark Duckworth

CEO at Schroders Personal Wealth

Richard Wilson

CEO at abrdn Personal Wealth

Ruth Handcock

CEO at Octopus Money

Emma Napier

Consulting Director at NextWealth

Nici Audhlam-Gardiner

CEO at Foresters UK

Sandy Kaul

Head of Digital Asset & Investor Advisory Services at Franklin Templeton

Amyr Rocha Lima

Managing Director at Strategic Wealth Partners

Claire Thompson

Technology Manager at Mazars

Stephanie Melian

Data Manager at Mazars

Simon Clare

Head of Product Innovation at GBST

Richard Romer-Lee

CEO at Square Mile

Michaela Collet Jackson

Head of Distribution, EMEA at Columbia Threadneedle

David Moffat

Senior Director at SS&C,

The Agenda

8.30

Registration opens, coffee and networking

9.30

Introducing NextWealth Live

9.50

CEO big debate: adapt, innovate, thrive. Which models will have the edge and why?

10.40

Connecting with customers

NEXT COFFEE

11:30

Next Advice

12.10

Debate: “This house contends that Managed Portfolio Services (MPS) represent the future of the investment proposition and assets will persistently transition away from individually tailored discretionary management.”

NEXT MEAL

13:50

Welcome back

13.55

Keynote speaker

14.35

Wealth tech case studies Platform+

NEXT COFFEE

15.40

Shape of future flows

16.15

Fireside chat

16.50

Closing remarks and close of NextWealth Live

NEXT DRINK - Networking drinks reception sponsored by Moneyhub

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