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
27th February 2020
Location – on request

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.

7IM 2020 Summit
28th, 29th, 31st January.
12th, 26th February.
Location – varies

Heather Hopkins will appear at the 20/20 Vision 7IM Summit taking place this January and February. At various venues throughout the country Heather will be exploring what a good adviser tech stack should look like. Please get in touch for more details.

NextWealth Live
24th March 2020
The Royal Institute 

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 2020 conference is ‘reimagining retail investing’. We will challenge business models, customer perception, financial planing versus financial advice, the role of tech in reshaping our industry and the future of the product.

The NextWealth Live 2020 conference will again take place at The Royal Institution on 24 March. 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 Head of Platform Proposition Roundtable
4th March 2020
Location – on request

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.

Women in Platforms
4th March 2020
Location – on request

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place in February 2020. Please get in touch for more details.

The Investment Network
2 – 3 April 2020

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.

The Investment Network
2 – 3 July 2020

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
22 September 2020

Annual gala dinner recognising excellence in UK platforms and technology.

Please contact us to discover how we can help your firm adapt to what's next in wealth.

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