Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with
Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research with his wife, Monica.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society.
He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.
He also chairs The Investment Network and is managing director of the Schroders UK Platform Awards.
In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.
Heather was most recently the head of Platforum, a market-research firm servicing the UK platform market owned by Centaur Media, where she worked from 2013 to 2017. Prior to that Hopkins was the head of research for Hitwise, an internet data analytics company, working from London and Tokyo. Earlier, she was an executive at Dalbar, an international financial-services data company, based in Toronto and Boston.
Heather is also active in philanthropy, serving on the board of directors of The Open String Foundation, which provides classical instruments to children in poverty around the world. She organises the Women in Investments meet-up in London, which supports female leaders in the investment industry. She was named “Team Leader of the Year” by Investment Week in 2017.
Heather writes a column for New Model Adviser and is a regular speaker at industry events.