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 demographic changes, digital technologies, commercial pressures and empowered customers.

There is much to play for. The industry is poised for substantial growth: analysts forecast more than 6% compounded annual increase in AUM for asset management globally over the next three to five years.

The future is bright for firms that have the capacity and courage to adapt to these disruptions.

At NextWealth we help firms understand 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