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Leadership Series

Because we’re a respected brand in the wealth management community, NextWealth enjoys bringing together senior leaders from our industry at events throughout the year.

Hosted under the Chatham House Rule, our Leadership Series includes a networking event ā€“ the Council for Fund Distribution ā€“ for heads of sales and retail at leading asset management firms including and our quarterly Head of Platform Propositions Roundtable event.

Leadership Series
21/05/24

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.

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