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 Council for Fund Distribution

Quarterly: 7 September, 7 December

Location: Virtual

The NextWealth 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. Please get in touch for more details.

Email for Membership Details

The Investment Network: Culture

Date: Monthly
Location: Virtual

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. Due to the current environment these events have been moved to a virtual meeting. For more details, visit The Investment Network website.

Visit The Investment Network Website

NextWealth Head of Platform Proposition Roundtable

Date: TBC
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.

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NextWealth Adviser Business Council

Date: TBC
Location: Virtual

A membership group that meets quarterly for a moderated conversation under the Chatham House rule on topics of interest to executives at large financial advice businesses. The meetings are hosted by Heather Hopkins and chaired by Peter Mann. Views from the meetings help to inform NextWealth research and insights and meetings are sometimes sponsored. The Council influences product development for platforms and technology businesses as well as product providers. Please get in touch for details on joining.

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Welcoming Clients to Financial Planning Webinar with Origo

Date: 24 June 2021
Location: Virtual

Webinar discussing NextWealth’s latest Whitepaper: “Welcoming new clients to financial planning: the case for industry wide process improvements” looking at the client onboarding process from all angles.

NextWealth Live

Date: 22 March 2022
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 22 March 2022. 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.

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Advice Tech Live Series

Date: 15 June
Location: Virtual

NextWealth’s Advice Tech Live series is for members of the NextWealth Research Panel who want to make the most of their tech.

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ESG Tracking Study Update: Webinar

Date: 19 May
Location: Virtual

As part of the ESG Tracking Study Report update, we will be hosting a webinar to explore the findings.

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Women in Platforms

Date: Live events resuming from September 
Location: TBD

NextWealth is the sponsor of Women in Platforms, a series of events  bringing people passionate about diversity working in and with platforms together for informal networking. Sign up to our email list to get the details in your inbox.

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Schroders UK Platform Awards

Date: 21 September 2021
Location: Hilton Park Lane

Annual gala dinner recognising excellence in UK platforms and technology.

Visit the Schroders UK Platform Awards Page