8 trends that are transforming retail wealth management
Delegates at NextWealth Live debated the future shape of financial advice and these are eight interconnected themes that wove together throughout the day:
Managing Director & Founder
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.
Outside of work, she spends time with her family and tries not to dunk into the river Thames as she learns to scull.
Delegates at NextWealth Live debated the future shape of financial advice and these are eight interconnected themes that wove together throughout the day: