NextWealth Financial Advice Business Benchmarks Report 2025 - Report - Page 31
nextwealth.co.uk
enquiries@nextwealth.co.uk
At NextWealth, we work with 昀椀rms in retail wealth management to adapt to what's next in wealth.
We help technology providers, fund and asset managers, discretionary managers and providers harness the emerging
trends for competitive advantage.
We offer research, consultancy, thought leadership content and we also host events.
Our interests include 昀椀nancial adviser business models, the changes in technology powering wealth management and
the investment proposition and factors in昀氀uencing investment choice among 昀椀nancial advice 昀椀rms.
We track assets in discretionary MPS, adoption and functionality of wealth tech and approaches to retirement advice.
At NextWealth, we are able to draw on insights from across the market to help our clients thrive amid disruption.
Get in touch | enquiries@nextwealth.co.uk
