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NextWealth Live

NextWealth Live 2026

Join Us at NextWealth Live 2026 on the 18th March

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. We will be back at The Royal Institution and 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 whatā€™s next in wealth

We have sold out ā€” but if you still want to come, get in touch and we’ll add you to the waiting list enquiries@nextwealth.co.uk.

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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      Download the agenda

       

      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

      Simon Belsham

      Chief Client Officer at Hargreaves Lansdown

      Andrew Marker

      Head of Offer Change & Governance at Vanguard

      Cathi Harrison

      Founder & CEO at Verve

      Matt Wiltshire

      Managing Director & Chartered Financial Planner at Niche Private Clients

      Andrew Palmer

      Bartleby columnist and host of Boss Class podcast at The Economist

      Natalie Kempster

      Chief Client Officer at Purposeful Group

      Scott Stevens

      Managing Director at Mattioli Woods

      Mark FitzPatrick

      CEO at St. James's Place

      Richard Romer-Lee

      Chief Executive Officer (Distribution) at Titan Wealth

      Caspar Rock

      Chief Investment Officer at Cazenove Capital

      Dennis Pellerito

      Head of Wholesale, UK at Fidelity International

      Heather Christie

      Managing Director at BlackRock

      Matthew Lamb

      CEO at Pacific Asset Management

      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
      Advice panel
      12:35
      Next Meal
      13:55
      Welcome back
      14:00
      Keynote presentation
      14:35
      Debate: This house believes that the wealth management industryā€™s future lies in organic growth - not consolidation
      15:10
      Next Coffee
      15:40
      Fireside chat
      16:00
      Shape of flows
      16:45
      Closing remarks
      17:00
      Next Drink

      Sponsored by

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        enquiries@nextwealth.co.uk

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