NextWealth Live 2025

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. NextWealth Live 2025 will take place at The Royal Institution on 18 March.

AI Lab

Welcome to AI Lab, a NextWealth community dedicated to helping wealth management firms harness the power of artificial intelligence for their business and careers. You can register your interest by completing the form. Our research shows that AI, in all its guises, will be a given for 100% of clients, not an optional curiosity. It will improve quality, boost scale, lower the cost to serve and reduce cost to clients, widening access to advice. Despite our optimism for the future role of AI in our sector, use cases are scarce. AI Lab, a membership group will bring leaders and thinkers together every quarter for a live event to help firms stay aware of the latest applications of this new technology

• Share live use cases
• Learn from early adopters
• Overcome challenges
• Connect to find the best solutions

We will also track adoption and readiness to adopt AI in financial advice businesses and the tech firms that support those businesses through an AI Index. If you wish to become a member, please complete the form and we will be in touch or reach out any one of the NextWealth team. We can then provide you with details regarding the cost and the agenda for our upcoming meeting/s. “An informative and well run event, which helped to open our eyes to the possibilities that AI can bring now but also the future direction of the industry.” - Alex Reynolds, Partner & Financial Adviser at Advies Private Clients “A breath of fresh air to network, learn and develop skills at the same time - relevant topics, great speakers and a collaborative environment superbly hosted - thank you, team.” - Justine Randall, Chief Commercial Officer at Tatton Investment Management “Great venues, great speakers, and an engaged audience. An event in Financial Advice you shouldn't miss right now.” - Anonymous “The NextWealth AI event was brilliant, knowledgeable speakers, like minded people and great discussion points.” - Anonymous

NextWealth Live 2025

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. NextWealth Live 2025 will take place at The Royal Institution on 18 March.

Head of Platform Propositions Roundtable

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.

DFM Council

The DFM Council is a quarterly networking event at which heads of distribution and heads of proposition at discretionary fund management firms can discuss business challenges and solutions under the Chatham House Rule.