NextWealth Christmas Drinks

Most enjoyable evening at Patch Bar near St Pauls on December 11th. Many of the good and great of the wealth management industry were there.

Heather Hopkins, the Founder and MD of NextWealth hosted the evening and gave a short speech. She was followed by Peter Mann who is now a director. He is also the Non-executive Chairman of Toriglobal, a major financial services consulting business. Clive Waller is now a director of  NextWealth in addition to The Investment Network and his other roles and he said a few words as well. The speeches lasted less than ten minutes in total. What a pleasant change from other events I attend!

I think NextWealth is going to be a successful business. It seems to me that there are very few consultants in the wealth management space that are prepared to invest in generating valuable data which can be used by clients to develop strategies and tactics.