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Whether you missed NextWealth Live 2024 or are looking to relive the day, we have you covered!
On the 19th of March 2024 at the Royal Institution, we were joined by leading figures across the wealth management industry. The speakers challenged and inspired the audience with big ideas. One of the attendees stated, “There was a good range of topics and interesting speakers. The content was thought-provoking and relevant.”
We explored topics from the customer experience to future funds flows and consolidation.
To conclude the discussion from the day we have published a report presenting the speaker’s views and insights. You can download the report here.
If you would like to watch one of the 2024 sessions, you can do so below.
We will also be returning in 2025. If you would like to join us at NextWealth Live 2025 on the 18 March, you can secure your ticket now.
Highlights
Watch back the highlights from throughout the day.
Welcome
Introducing NextWealth Live 2024
Heather Hopkins, Managing Director of NextWealth
CEO Big Debate
CEO big debate: Adapt, innovate, thrive.
Andy Curran, CEO at Standard Life, Mark Duckworth, CEO at Schroders Personal Wealth, Ruth Handcock, CEO at Octopus Money, Richard Wilson, CEO at abrdn Personal Wealth. Chaired by Peter Mann, Chairman at NextWealth
Fireside Chat
Daniel Harrison, Group Chief Executive at True Potential
Next advice panel
Navigating key business decisions and operating model challenges/opportunities behind the future of financial advice.
Jenny Davidson, Commercial Proposition Director at Quilter. Natalie Kempster, Head of Client and Proposition at Argentis. Nici Audhlam-Gardiner, CEO at Foresters UK. Chaired by Emma Napier, Consulting Director at NextWealth
Debate
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.”
Justine Randall, CCO at Tatton Investment Management and Sean Osborne, Group Head of Sales at Charles Stanley.
Keynote presentation
Keynote presentation: Disruptive technology trends in wealth management from tokenisation to hyperpersonalisation, what’s next in wealth.
Sandy Kaul, Head of Digital Asset & Investor Advisory Services at Franklin Templeton
Wealth tech case studies: Strategic Wealth Portal
Wealth tech case studies: Strategic Wealth Portal
Amyr Rocha Lima, Managing Director at Strategic Wealth Partners
Wealth tech case studies: Claire Thompson & Stephanie Melian
Wealth tech case studies
Claire Thompson, Technology Manager at Mazars. Stephanie Melian, Data Manager at Mazars
Wealth tech case studies: John O’Driscoll
Wealth tech case studies
John O’Driscoll, Divisional Director, Business Development & Advice at SJP
Wealth tech case studies Q&A
Wealth tech case studies Q&A: Tech to scale, data integrations and AI.
Amyr Rocha Lima, Managing Director at Strategic Wealth Partners. Claire Thompson, Technology Manager at Mazars. Stephanie Melian, Data Manager at Mazars. John O’Driscoll, Divisional Director, Business Development & Advice at SJP
Shape of future flows
Shape of future flows
Chaired by Richard Romer-Lee, CEO at Square Mile. David Moffat, Senior Director at SS&C. Emma Wall, Head of Investment Analysis & Research at Hargreaves Lansdown. James Rainbow, Head of UK Distribution and Latin America at Schroders. Michaela Collet Jackson, Head of Distribution, EMEA at Columbia Threadneedle
Consolidation and its implications
Consolidation and its implications
Caroline Hawkesley, UK Managing Director at Progeny. Dean Proctor, CEO at 7IM. Jonathan Polin, CEO at Atomos
