Events
Upcoming events
Next Wealth hosts networking events and roundtables. Heather Hopkins is also a regular speaker at industry events. Below is a list of some of our upcoming events and speaking engagements.
NextWealth Breakfast Club
Date: 8th April 2020
Location: Virtual
The NextWealth Fund Distribution Breakfast Club is a quarterly networking event for heads of distribution and heads of retail at leading asset management firms to discuss business challenges and solutions under the Chatham House Rule. Please get in touch for more details.
Women in Platforms
Date: Weekly
Location: Virtual
NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place in June 2020. Please get in touch for more details.
The Investment Network
Date: 2 – 3 July 2020
Location: Woodlands Park Hotel, Cobham
The Investment Network is a quarterly conference and pre-conference dinner bringing together senior leaders from platforms, financial advice firms, asset managers and technology companies to debate and discuss real issues faced across the retail investing community. As vice-chairperson for The Investment Network, Heather is a regular speaker and attendee. For more details, visit The Investment Network website.
NextWealth Live
Date: 23 March 2021
Location: The Royal Institution
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. The theme for the 2021 conference is ‘reimagining retail investing’. We will challenge business models, customer perception, financial planning versus financial advice, the role of tech in reshaping our industry and the future of the product.
The NextWealth Live conference will again take place at The Royal Institution on the 23 March 2021. The Royal Institution is famously where Michael Faraday discovered electro-magnetism. Like Faraday, we believe we need to push the boundaries of discovery.
NextWealth Live offers fresh thinking and new ideas to take back and implement and will help us all to adapt, innovate and thrive.
NextWealth Adviser Tech Stack Research
Date: 7rd April 2020
Location: Virtual
NextWealth shares insight surrounding the topic of adviser technology from a recent study in March 2020. We will cover top rated tech used by advisers, what is working and what’s not with adviser tech and emerging and possible future trends. To join register here.
NextWealth Head of Platform Proposition Roundtable
Date: 3rd April 2020
Location: Virtual
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. Please get in touch for more details.
The Investment Network
Date: TBC
Location: On request
The Investment Network is a quarterly conference and pre-conference dinner bringing together senior leaders from platforms, financial advice firms, asset managers and technology companies to debate and discuss real issues faced across the retail investing community. As vice-chairperson for The Investment Network, Heather is a regular speaker and attendee. For more details, visit The Investment Network website.
Schroders UK Platform Awards
Date: 22 September 2020
Location: Nutfield Priory Hotel, Redhill
Annual gala dinner recognising excellence in UK platforms and technology.