I recently returned from the Netwealth US Study Tour, and it was nothing short of exceptional. A full week immersed in the best of global thinking across advice, investments, consulting, and innovation—with a brilliant group of peers and thought leaders.
We explored what it takes to build scalable, future-ready advice firms, how to embed AI into business models, and how to create value propositions that genuinely cut through. We heard from private market specialists, deep tech founders, and global asset managers—all united by one thing: a relentless drive to rethink what great advice looks like in the years ahead.
At Lipman Burgon and Partners, this is our ethos too. We’re always looking ahead—seeking out the latest thinking so we can bring back practical, future-ready ideas that elevate both our client experience and the way we run our business.
This trip reinforced our belief that staying at the cutting edge isn’t optional—it’s essential. And we’re energised to apply what we’ve learned as we continue building a best-in-class advisory practice.
Swipe through for a taste of the journey—from deep case studies at Harvard Business School, to stepping onto the NYSE floor, a session inside the JP Morgan Boardroom to some very New York moments (including a NY Knicks game!).
Massive thanks to Netwealth for bringing it all together.
Warm regards,
Nandita Alva
Chief Operating Officer