NextWealth Live 2022

Available to watch now!

Whether you missed NextWealth Live 2022 or are looking to relive the day, we have you covered!

On the 22nd of March 2022 at the Royal Institute, we were joined by leading figures across the wealth management industry to reimagine retail investing. The speakers challenges and inspired the audience with big ideas, leaving some of the attendees coming away “buzzing with ideas”. We explored topics from the customer experience to funds flows and consolidation.

If you would like to watch one of the 2022 sessions you can do so below.

Welcome to NextWealth Live

Introducing NextWealth Live & Connecting the forces in wealth

Heather Hopkins, MD of NextWealth

CEO big debate: adapt, innovate, thrive.

Which models will have the edge and why?

Andy Bell, CEO of AJ Bell, Clare Bousfield, MD Retail & Savings of M&G, Peter Harrison, CEO of Schroders, Tim Goodhind, CRO of FE fundinfo. Chaired by Heather Hopkins, MD of NextWealth

Delivering on customer needs and expectations

Lessons from Jaguar, Microsoft and Fidelity.

Nina Jones, Head of Adviser Experience of Fidelity International.

Human first, hybrid advice and robo

Making sense of future advice models

Richard Caldicott, Deputy CEO of M&G Wealth
Nick Johnson, Head of Digital Investing at Coutts, Helena Wardle, Partner and Chartered Financial Planner of Smith & Wardle, Andrew Cullen-Jones, Director of St. James’s Place Wealth Management. Chaired by Heather Hopkins MD of NextWealth.

NextGen Tech Panel

The future of platforms and adviser tech

April Rudin, President & CEO of The Rudin Group, Abraham Okusanya, Fouder/ CEO of Timeline, Anthony Villis,MD of First Wealth, Vaughan Jenkins, Business Development at Moneyhub. Chaired by Heather Hopkins, MD of NextWealth

More data is better

Case studies from Snowdrop and Tumelo

Ken Hart, Founder & CEO of Snowdrop
Aleksandra Ross, Data Scientist at Tumelo

Shape of future flows


Kristina Teahan, Head of UK Retail Client Business at
Goldman Sachs Asset Management, Martin Jennings, CEO of Parmenion, Nick Hutton, Head of UK iShares & Wealth Sales at Blackrock, Sophie Kennedy, CEO of EQ Investors. Chaired by Richard Romer Lee, CEO of Squaremile.

Fireside chat

The future of retail wealth management

Martin Gilbert, AssetCo & Revolut

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