As the wealth management industry grapples with the opportunities, challenges, and consequences of artificial intelligence (AI), firms and their technology providers are increasingly focused on answering the question: what does successful AI adoption actually look like?
That question sits at the heart of AI in Wealth 2026: UK, taking place in London on 25 June at hosted by The Wealth Mosaic, the digital marketplace for wealth management. Bringing together wealth managers, advisers, consultants and technology providers, the event is designed to provide practical insight into where the industry stands today, where AI is already delivering value, and what comes next.
The morning begins with arrivals and networking from 8:30am, offering delegates an opportunity to meet fellow attendees before the formal programme gets underway.
Following a brief welcome from The Wealth Mosaic's Founder, Stephen Wall, the content programme opens with a keynote from Patrick Armstrong, CIO at Plurimi, will discuss how AI is transforming stock selection, portfolio construction, risk assessment and investment decision-making. For delegates interested in the practical application of AI within the investment process, this session promises valuable insight.
The event's central panel discussion – All aboard the AI train: engage, deliver, succeed – will bring together industry practitioners to discuss the realities of AI implementation. The discussion will examine where UK wealth management firms are on their AI journey, where they are already seeing benefits, what challenges remain, and what the future may hold. It features speakers including:
- Soufiane Hamri, CEO & Founder of Patrimeum
- Rajen Madan, Founder of governr
- Jason Lane-Sellers, Director, Fraud & Identity EMEA LexisNexis Risk Solutions
- Dan Philps, Head of Rothko Investment Strategies
- Reeves Knyght, Global Head of Digital Assets & AI Strategy, Coleman Wealth
After a coffee break, five technology providers will each have ten minutes to showcase how their AI-driven solutions address specific business needs within wealth management in our technology demo section. These concise demonstrations are designed to give attendees direct exposure to technologies that are already being deployed across the industry.
The formal programme concludes with a real-world case study exploring how AI has been successfully implemented within a wealth management organisation. Rather than focusing on theory, the session will examine deployment, outcomes and lessons learned, providing attendees with practical takeaways that can inform their own initiatives.
The event then closes with an extended networking lunch, allowing delegates to continue conversations, exchange ideas and connect with peers facing similar opportunities and challenges.
Want to discover the full agenda? It’s available on our event page here.
By combining strategic perspectives, investment-focused insight, practical demonstrations and real-world implementation experiences, AI in Wealth 2026: UK aims to provide attendees with a clear picture of how artificial intelligence is reshaping wealth management—and what firms need to do to stay ahead.
Registration is now open. Secure your place today here.
About our Toolkit Roadshow series
The Wealth Mosaic’s Toolkit Roadshows are a series of events designed to help wealth managers better understand how they should bring technology into their business. As well as our Toolkit Roadshow on Portfolios in Wealth in 2026, this year will also include Toolkit Roadshow on AI.
Our roster of Toolkit Roadshow events includes:
- AI in Wealth 2026: UK – 25 June 2026
- Portfolios in Wealth 2026: UK – 17 November 2026
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
