Portfolio management has never been more important, or more complex.
Today's investment propositions often combine traditional assets with ETFs, structured products, private markets, alternatives and managed portfolio solutions. At the same time, investors expect greater transparency, personalisation and insight into how their portfolios are performing.
These issues will form the focus of Portfolios in Wealth 2026: UK, taking place on 17 November 2026 at Eight Members Club, 1 Dysart Street, London EC2A 2BX.
This event will explore:
- How is portfolio management evolving? Including changing investment models, evolving client expectations, new data requirements, and the growing role of technology in decision-making.
- Can firms sale without losing personalisation? Including how firms are balancing efficiency and scale with increasingly personalised client propositions, as governance, oversight, reporting, operational complexity, and the growing range of investment products all create new challenges and opportunities.
- What technologies are making the biggest difference? Including six technology demonstrations from leading solution providers that will provide practical insight into how firms are modernising portfolio management.
- What does success look like in practice? With a portfolio management case study that examines a real-world implementation, highlighting how technology can address specific operational and investment challenges while delivering measurable outcomes.
Why attend?
For wealth managers, advisers and investment professionals, portfolio management remains a critical differentiator. As firms face increasing complexity and heightened client expectations, understanding the technologies and operating models shaping the future has never been more important.
Portfolios in Wealth 2026: UK will provide a focused forum for learning, discussion and peer engagement around one of wealth management's most important strategic disciplines.
How to attend
If you would like to attend, there are a range of ticket options available.
- For Wealth Managers: this event is free to attend.
- For TWM Members: for our solution provider Members, non-sponsor/participant tickets are available at a 50% discount. The discount code is available via your membership manager.
- Attendance at this event for non-TWM Members: for paid tickets, an early bird rate for 10% off is available until the end of August. The discount is code TWMEarlyBird10.
Registration is now open. Secure your place today here.
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.
