Educate, inform and engage wealth managers with industry-relevant content, compiled by topics, geography or industry segment
For technology and other vendors to the wealth management sector, The Wealth Mosaic (TWM) is a unique channel to market, a resource to enhance your positioning, reach and engagement. Regardless of size or focus, we work with vendors in a variety of ways to deliver a focused, cost-effective and flexible way to support your efforts to inform and engage the wealth management sector to meet a multitude of goals: growth of brand awareness, positioning, market-entry, lead generation or more.

Our multi-channel offering can be tailored to fit your objectives, available budget, focus and immediate needs. Our model is fully flexible. Ultimately, what we offer can be seen as a flywheel where every element is a piece of a larger mosaic.

In my first article in this series, I provided a general overview of the six main ways in which vendors can work with us. In this third article, I focus specifically on our report offering.

1. Toolkits
   The foundation of our Toolkit Project Series is reports. Each Toolkit project is based on one report,  which focuses on a topic, a geography or a specific market segment. The report focuses on the digital publishing and distribution side where each participant owns a ‘topic’ of relevance to the report and contributes a two-part submission, a thought leadership article and a supporting solution showcase. Each Toolkit report typically contains 10-12 topic contributions which provide the reader with a comprehensive view of topics relevant to the theme of the report. Within the Toolkit model, each report is in turn supported by one or more Roadshow events where participating firms can choose to deliver a product demo, or sponsor the event more broadly.

   For an example of a Toolkit report, see the Client Experience Toolkit 2024, which outlines a comprehensive view of some of the main topics for wealth managers to consider around the theme of client experience.

   In our 2025 Toolkit Project Series, we have plan the following Roadshow events:

   • AI Toolkit
   •  Middle East Toolki
   • Future-Proof Toolkit
   • UK Toolkit
   • US RIA Toolkit
   • Adviser Toolkit
   • APAC Toolkit
     
     For any vendor, there is the option to participate in one or more Toolkit report(s) – choose a topic, provide a thought leadership article and support it with a solution showcase. You can find the details here. This document also highlights the planned Roadshow events associated with each Toolkit.

2. WealthTech Landscape Report Series
   Our first report series, our WealthTech Landscape Report Series (WTLRs) has been focused primarily on countries and regions with coverage so far including APAC (three reports), Global Family Office (one report), Swiss (four reports), UK (four reports), US (two reports), US RIA (one report). The aim of these reports is two-fold: (1) to provide a comprehensive view of the technology and related themes of relevance to the market/geography in question; and (2) to showcase the depth of the technology and related solution provider market serving that market/geography.

   Our five most recent WTLRs:

   • US WTLR 2024
   • Swiss WTLR 2024
   • UK WTLR 2023
   • Middle East WTLR 2023
   • APAC WTLR 2023
     
     For any vendor, there are four participation options in any WTLR – article, interview, solution showcase or advert. You can see the options for our forthcoming European WealthTech Landscape Report 2025 here.
     
     Looking forward, we are moving away from single market/geography WTLRs to focus primarily on our Toolkit model. However, we intend to release one single annual WTLR, with the Global WealthTech Landscape Report 2026 now in our line-up. Please get in touch if you’d like to know more about this.

Work with Us in 2024/2025
For a broader view of what we offer to vendors and our programme for the rest of 2024 and through 2025, please see our Work with Us in 2024/2025 catalogue here.

Push and pull
We often describe our offering as push and pull. What do we mean by this? The push refers to our own projects, whether reports, events, research or other. We make these available to you and, based on the fit with your needs, you can decide whether participation is right for you or not. Our role is to deliver a consistent flow of projects. The pull is all about how you can use our services to support your needs whether on a single activity, or as part of a broader campaign.

Contact us – we’ll be happy to discuss how we can help put together a package tailor-made to fit your needs: office@thewealthmosaic.com

Discounts
For any TWM member, your membership includes a discount of between 5% and 10% to work with us on any of the above.

For both members and non-members, the below codes also offer discounts on any participation decisions for the above (for members this is in addition to your membership discount):

• 7.5% by the end of December – TWMDecember2024
• 5% for three months in advance of any specified report/event – TWMThreeMonths

Include these codes when emailing us for them to apply.