NextWealth
HQ Address
No.1 Poultry, London, EC2R 8EJ, United Kingdom
Website Address
Business introduction
We’re a specialist research and consultancy practice which is dedicated to helping financial advice professionals and organisations anticipate, adopt and adapt to what’s next in wealth
NextWealth is a specialist research and consultancy dedicated to helping firms adapt to what’s next in wealth.
We have a genuine passion for wealth management and want to make the industry work better for financial advisers and consumers. We do this through unrivalled research, insight, consultancy and thought-leadership to help our clients thrive by turning ideas into action and change.
We are experts on the financial advice market, specially focusing on investment propositions and adviser tech.
Financial Adviser Tech:
- Adviser tech stack, including back office systems, platforms, cash flow modelling, etc.
- Key functionality of major providers
- Likes and dislikes, based on over 1,700 reviews from financial advisers
Investment Propositions:
- Discretionary managed model portfolios, assets on platform, assets by DFM, charges, profile of users
- The rise of segregated mandates, or sub-advised, in retail
- Portfolios for decumulation and retirement advice
NextWealth Solutions
NextWealth
At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth. Historians of finance will look back on this era as the decade of disruption. The investment industry is being reshaped. The upheaval is driven mainly by external forces, including regulatory disruption, societal and......
business needs
- Market Analysis, Understanding & Sizing
- Qualitative & Quantitative Research
- Technology Evaluation & Selection
