NextWealth today shared areas of focus for 2019. Below, we summarise our areas of focus for next year, and look forward to speaking with you as we finalise our plans.

Segregated mandates: We are updating our pioneering work on “wealth managers as manufacturers” and the rise of segregated mandates in retail. You can read a summary of our report from February on our blog and request a free copy by email.

Tech and Ops Outsourcing Map: We are collecting data on the outsourced relationships across the supply chain. We think there are changes underway and will be collecting data to inform business decisions on integrations and partnerships.

NextWealth Conference: We are hosting the inaugural NextWealth conference in early 2019. As a business our goal is to help firms thrive amid disruption and adapt to what’s next in wealth. We are focussing on the new trends shaking up retail fund distribution helping attendees to succeed in the face of change. Our themes will include the future of advice, the influencers of future asset flows and the future of product.

We continue to host our quarterly Breakfast Club with heads of sales at asset management firms and will continue to deliver bespoke research and thought-leadership content for platforms, asset managers and financial advice firms. We will also get more involved in Clive Waller’s The Investment Network and the Schroders UK Platform Awards.

We look forward to sharing our plans with you in more detail in the coming weeks. In the meantime, please do get in touch with any queries.

About the Author

Heather has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.