Search

NextWealth Live 2025

Whether you missed NextWealth Live 2025 or are looking to relive the day, we have you covered!

On the 18th of March 2025 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.

To conclude the discussion from the day we have published a report presenting the speaker’s views and insights. You can download the report here.

If you would like to watch one of the 2025 sessions, you can do so below.

We will also be returning in 2026. If you would like to join us at NextWealth Live 2026 on the 18 March, you can secure your ticket now.Ā 

Highlights

Watch back the highlights from throughout the day.Ā 

Welcome

Introducing NextWealth Live 2025

Heather Hopkins, Managing Director of NextWealth

CEO Big Debate

CEO big debate: Adapt, innovate, thrive.

Chirantan Barua, CEO, Scottish Widows | Jon Cleborne, CEO EMEA, Vanguard | Michele-Louise Golunska, MD of Wealth and Advice, Aviva | Nick Wright, Global Head, SS&C Global Investor & Distribution Solutions (SS&C GIDS)

Connecting with customers

Connecting with customers

Ruth Handcock, CEO, Octopus Money

Next advice panel

Next advice panel

Mark Butterworth, COO, Lathe & Co Wealth Advisers | Andrew Wealthall, COO, Lifetime Financial Management | Lucy Whitehead, CCO, Kingswood Group

Debate

Debate: This house believes: The future of retirement advice is income drawdown: An Oxford-style debate on the future of retirement advice.

Anthony Carty, MD, Clifton Asset Management Plc | Emma Watkins, Managing Director, Retirement and Longstanding, Scottish Widows Group

Wealth tech case studies: Engaging workplace savers

Wealth tech case studies: Engaging workplace savers

Andy Manson, Chief Marketing Officer, Aegon

Wealth tech case studies: Technology to make humans more human

Wealth tech case studies: Technology to make humans more human

Helen Lovett Chief Operating Officer, Foster Denovo

Wealth tech case studies: Using AI to increase capacity & reduce risk

Wealth tech case studies: Using AI to increase capacity & reduce risk

Jonny Stubbs Director of Risk, Brooks Macdonald

Wealth tech case studies Q&A

Wealth tech case studies Q&A:

Andy Manson, Chief Marketing Officer, Aegon | Helen Lovett Chief Operating Officer, Foster Denovo | Jonny Stubbs, Director of Risk, Brooks Macdonald

Shape of future flows

Shape of future flows

Chaired by Richard Romer-Lee, co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research | Andrew Summers, Chief Investment Officer, Omnis Investments | Kate Dwyer, Head of UK Distribution, Invesco | Miranda Seath, Director, Market Insight & Fund Sectors, The Investment Association | Nick Stebbing, Chief Operating Officer, Fairstone

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter

    NextWealth
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.