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Whether you missed NextWealth Live 2023 or are looking to relive the day, we have you covered!
On the 21st of March 2023 at the Royal Institution, we were joined by leading figures across the wealth management industry. The speakers challenged and inspired the audience with big ideas. One of the attendees described the day as “action packed, thought provoking and very interesting to hear so much from so many important stages of the client investing journey.”Ā
We explored topics from the customer experience to future funds flows and consolidation.
To conclude the discussion from the day we published a report presenting the speakers views and insights. You can download a copy here.
If you would like to watch one of the 2023 sessions you can do so below.
Highlights
Watch back the highlights from throughout the day.Ā
Welcome to NextWealth Live 2023
Introducing NextWealth Live 2023
Heather Hopkins, MD of NextWealth
CEO Big Debate
Adapt, innovate, thrive. Which models will have the edge and why? Our CEO panel offer their views
Jackie Leiper, CEO Embark Group / MD Pensions & Stockbroking at Lloyds Banking Group. Neil Moles, CEO at Progeny. Patrick Thomson, CEO EMEA at JP Morgan Asset Management. Richard Skerritt, CEO at Skerritts. Chaired by Peter Mann, Chairman at NextWealth.
Connecting with customers
What do customers want?
Nathan Long, Senior Analyst at Hargreaves Lansdown
Next Generation Advice
Connecting with the next generation of customers, outcomes based planning and fresh thinking of acquisitions
Adam Smith, Chief Product Officer at Fairstone. Alasdair Walker, Chartered Financial Planner & Managing Director at Handford Aitkenhead & Walker Ltd. Helena Wardle, Founder & CEO at Money Means.
Fireside Chat
True Potentialā€™s future strategy, hybrid advice and what the next generation customer will want from True Potential.
Daniel Harrison, CEO at True Potential
Platform Debate
“This house believes that scale is critical to investment platforms and that we wonā€™t see a proliferation of adviser-owned platforms.”
David Ferguson, CEO at Seccl. Ed Dymott, Managing Director at Benchmark Capital.
Wealth Tech Case Study: Fidelity & Conquest
More than a platform & tech enabled advice in practice
Jackie Boylan, Head of UK Adviser Platform at Fidelity Adviser Solutions. Paul Cullen, Partner & Chartered Financial Planner at Chancery Financial Planning.
Wealth Tech Case Study: Omnichannel Advice
Why, what and learnings from introducing digital advice at the Bank of Ireland
Murrough Oā€™Brien, Senior Manager at Bank of Ireland
Wealth Tech Case Study: Mercer
Advice is back! How technology saved workplace retirement.
Tom Higham, Communications and Engagement Lead, Mercer.
Wealth Tech Case Study: Q&A
Jackie Boylan, Head of UK Adviser Platform at Fidelity Adviser Solutions. Paul Cullen, Partner & Chartered Financial Planner at Chancery Financial Planning. Murrough Oā€™Brien, Senior Manager at Bank of Ireland. Tom Higham, Communications and Engagement Lead, Mercer.
Shape of future flows
What trends are we seeing now, how will these trends change in the coming years and what does the future look like?
Kevin Doran, MD D2C and Investments at AJ Bell. Justin Onuekwusi, Head of Retail Investment at LGIM. Jonathan Willcocks, Global Head of Distribution at Premier Miton. Verona Kenny, MD Intermediary at Seven Investment Management. Chaired by Richard Romer-Lee, CEO at Square Mile.
