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Events

Women in Platforms: Phil Bray, Yardstick Agency: How adviser’s are marketing their services and how clients find advisers

01 July 2020, Virtual

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place on 1 July 2020 we will be talking with Phil Bray from the Yardstick Agency on How adviser's are marketing their services and how clients find advisers.

Women in Platforms: Sarah Self from Aviva on Risk amidst a pandemic

08 July 2020, Virtual

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place on 8 July 2020 we will be talking with Sarah Self from Aviva about Risk amidst a pandemic

NextWealth Live

23 March 2021, 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 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.

Platform Proposition Adviser Dinner

June and September 2020

Quarterly regional dinners with financial planners to provide feedback and input to the development of a new investment platform proposition. Interested in having a say in the development of a future platform?

Schroders UK Platform Awards

22 September 2020

The Schroder’s UK Platform Awards is an annual gala dinner recognising excellence in UK platforms and technology.

NextWealth Breakfast Club

23 July 2020, 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: Michelle Darracott and Amanda Hall from Smart Pensions on financial inclusion

15 July 2020, Virtual

NextWealth regularly brings women working in platforms and working with platforms together for informal networking. Our next gathering is taking place on 15 July 2020 we will be talking with Michelle Darracott and Amanda Hall from Smart Pensions on financial inclusion.

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