I’m delighted to announce that Graham Dow has joined NextWealth as Senior Adviser.

Graham has joined to lead our research, content and consultancy on a rapidly growing part of our business, investment solutions. He has a particular focus on our discretionary MPS and retirement investment market reports. Graham’s breadth of expertise will not only strengthen our insights on the investment solutions advisers recommend to clients but also help our clients interpret and turn those insights into action.

Graham has been a long-standing client and industry friend. With over 40 years’ experience, he brings huge knowledge and investment expertise, combining provider-side insight with strategic advice experience. He has a strong track record in shaping client-facing products, propositions and building partnerships that deliver meaningful outcomes.

Most recently, he worked with Rathbones Group to help build its retirement proposition. Prior to this he spent the majority of his career at Aberdeen (formerly Standard Life) in a variety of senior roles, latterly Head of Global Wealth Proposition & Investment, where he worked with banks, wealth and discretionary fund managers and advisers to grow revenue, improve efficiency and deliver better client outcomes.

Graham brings a unique blend of experience and expertise across financial services and a strong track record of turning the complexities of our industry into practical insights. His appointment strengthens our ability to deliver research that answers the critical ‘so what’, ensuring we deliver clear, relevant, actionable insight on the areas and subjects that matter most for our clients.

Today is a pinch me moment. To be able to attract someone of Graham’s calibre and experience is a huge credit to the NextWealth team. Graham has already started work on our June report on MPS. If you have ideas on what we should be covering in that report, please get in touch!

Heather Hopkins, CEO & Founder at NextWealth