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NextWealth Live

NextWealth Live 2026

Join Us at NextWealth Live 2026

NextWealth Live is our annual conference, bringing together a vibrant community of thinkers, leaders, and innovators to explore the trends shaping the future of wealth management.

As the industry continues to evolve, growth will depend on rethinking both strategy and execution. The 2026 agenda is designed to spark fresh ideas and provide practical insights to help firms lead through change.

What to Expect:

  • Big ideas and bold conversations

  • Insightful talks from industry leaders

  • Opportunities to connect with peers shaping what’s next in wealth

Tickets are available now — You can secure your place by clicking the button to your right.

Tickets of 3 or more receive a discount. Simply apply the discount code GROUPOF3 at checkout.

Want to see what to expect?
Catch up on highlights from our 2025 event

18 March 2026

Where

The Royal Institution, 21 Albemarle St, London W1S 4BS

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    Speakers

    Heather Hopkins

    Managing Director & Founder at NextWealth

    Peter Mann

    Chairman at NextWealth

    Emma Napier

    Consulting Director at NextWealth

    Andrea Montague

    CEO at Brooks Macdonald

    Gerry Mallon

    CEO at True Potential LLP

    Michael Summersgill

    CEO at AJ Bell

    Steven Levin

    CEO at Quilter

    Stuart Phillips

    CEO at The Private Office

    Richard Romer-Lee

    Chief Executive Officer (Distribution) at Titan Asset Management

    Matthew Lamb

    CEO at Pacific Asset Management

    Heather Christie

    Managing Director at BlackRock

    Mark FitzPatrick

    CEO at St. James's Place

    Simon Belsham

    Chief Client Officer at Hargreaves Lansdown

    Natalie Kempster

    Chief Client Officer at Purposeful Group

    The Agenda

    8:30
    Registration & Coffee
    9:30
    NextWealth Live Introduction
    9:50
    CEO big debate: adapt, innovate, thrive
    11:10
    Next Coffee
    11:40
    Connecting with customers
    12:00
    Next advice panel
    12:35
    Next Meal
    13:55
    Welcome back
    14:00
    Keynote presentation
    14:40
    Debate: This house believes that the wealth management industry’s future lies in organic growth - not consolidation
    15:10
    Next Coffee
    15:40
    Shape of future flows
    16:20
    Fireside chat
    16:45
    Closing remarks
    17:00
    Next Drink

      Download the agenda

       

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