Graham Dow

Senior Adviser - Investment Solutions

NextWealth, the insight and consulting business, has appointed Graham Dow to lead its Investment Solutions offering.

Working closely with founder and CEO Heather Hopkins, Graham will lead NextWealth’s research, content and consultancy around this expanding area of the business. With a particular focus on its discretionary MPS and retirement investment market reports, he will strengthen the firm’s insight into the investment solutions advisers recommend to clients.

Graham is an investment expert with over 40 years’ experience, combining deep provider-side expertise with a strong track record in consultancy and strategic advice. He brings extensive experience across the financial services sector, with a focus on building client-facing propositions and strategic partnerships.

Most recently, he helped Rathbones Group with the design and development of its forthcoming 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, where he worked with banks, wealth and discretionary fund managers and advisers to grow revenue, improve efficiency and deliver better client outcomes.

Founded by Heather Hopkins, NextWealth has become one of the industry’s most trusted partners for insight and analysis into the UK wealth management market. Earlier this year, former Tatton Chief Operating Officer Helen O’Neill joined the business as a non-executive director.

Commenting on the appointment, Heather Hopkins, NextWealth CEO said: “Graham brings to NextWealth 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.”

Graham Dow said: “I’ve long admired Heather and NextWealth’s research capabilities, and their curiosity about what drives behaviour. Over the years, they’ve built a strong reputation for delivering valuable insight to the industry, and I look forward to contributing to its continued success and future development.”