Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.
Season 6, Episode 8: NextWealth Live 2025, Shape of Future Flows
Our final episode of the series: Episode 8: Shape of Future Flows, features a panel chaired by Richard Romer-Lee (Co-CEO, Titan Asset Management & CEO, Square Mile Investment Consulting & Research) with contributions from Andrew Summers (CIO, Omnis Investments), Kate Dwyer (Head of UK Distribution, Invesco), Miranda Seath (Director, Market Insight & Fund Sectors, The Investment Association), and Nick Stebbing (COO, Fairstone).
In this episode, Heather and Emma revisit the Shape of Future Flows session, sharing their reflections and takeaways from this thought-provoking discussion.
13 Aug 2025
Season 6, Episode 7: NextWealth Live 2025, Wealth tech case studies: Wealth tech case studies: Using AI to increase capacity & reduce risk
In this episode, Heather and Emma revisit Jonny’s presentation on using AI to increase capacity and reduce risk, part of the WealthTech case studies series. They share their reflections on his insights and explore the broader conversation around leveraging AI to enhance capacity and manage risk.
29 Jul 2025
Season 6, Episode 6: NextWealth Live 2025, Wealth tech case studies: Technology to make humans more human
Episode 6: Insights from WealthTech Case Studies – How Technology Makes Us More Human
Featuring Helen Lovett, Chief Operating Officer, Foster Denovo
In this episode, Heather and Emma revisit a compelling presentation by Helen Lovett, delivered as part of the WealthTech Case Studies series. They reflect on Helen’s key insights into how technology, when used thoughtfully, can enhance human connection and empathy, making us more human, not less. Join the conversation as they explore the evolving role of tech in creating more meaningful experiences in wealth management and beyond.
Who has been a guest on NextWealth Insights
Names identified in recent episode analyses. Showing up to five guests.
Mark Butterworth
Andrew Wealthall
Lucy Whitehead
Ruth Hancock
Chirantan Barua
Podcast Authority Score: 16 / 100
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