Next Wealth

About Next Wealth

At Next Wealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth – not to simply accept the future but to exploit the trends for competitive advantage.

We offer research, consultancy and thought leadership content.

Our main areas of focus include:

  • The rise of segregated mandates, or sub-advised, in retail from both wealth managers and discretionary fund managers
  • What retirement will look like in five years, including workplace savings, centralised retirement propositions, DB pension transfers and product innovation
  • Bespoke reports on investment propositions, technology and innovation and investor engagement

NextWealth is building unique proprietary data sets on products, pricing and processes in asset management.