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Whether you missed NextWealth Live 2026 or want to experience the highlights again, weā€™ve got everything in one place.
On 18 March 2026 at the Royal Institution, we brought together leading voices from across the wealth management industry.
Throughout the day, speakers challenged conventional thinking and inspired the audience with bold ideas and fresh perspectives.
To capture the conversation, weā€™ve published a report supported by Wavestone, sharing the key insights and views from our speakers, you can download it here.
We extend our sincere thanks to all our speakers for their valuable contributions, Wavestone for bringing the report to you and to our event sponsors for making the event possible ā€“ EV, Firenze, intelliflo, Scottish Widows, SS&C.
If youā€™d like to revisit the discussions, you can watch the 2026 session recordings below.
We will also be returning in 2027. If you would like to join us at NextWealth Live 2027 on the 16 March, you can secure your ticket now.
CEO Big Debate
Peter Mann, NextWealth |Ā Andrea Montague, Brooks Macdonald | Gerry Mallon, True Potential LLP |Ā Michael Summersgill, AJ Bell | Steven Levin, Quilter |Ā Stuart Phillips, The Private Office
Advice panel: Business models to serve the other 91%
Advice panel: Business models to serve the other 91%
Emma Napier, NextWealth |Ā Andrew Marker, Vanguard |Ā Cathi Harrison, Verve |Ā Matthew Wiltshire, Niche Private Clients
Debate
Natalie Kempster, Purposeful Group |Ā Scott Stevens, Mattioli Woods
Shape of future flows
Richard Romer-Lee, Titan Wealth |Ā Caspar Rock, Cazenove Capital |Ā Dennis Pellerito, Fidelity International |Ā Heather Christie, BlackRock |Ā Matthew Lamb, Pacific Asset Management