London, UK – November 2026 – The Wealth Mosaic announces Portfolios in Wealth 2026: UK, a dedicated industry event as part of our Toolkit Roadshow series of events taking place in London and Singapore designed to help wealth managers better understand how they should bring technology into their business.
Taking place on 17 November 2026 at Eight Club, Moorgate, London EC2A 2BX, this event brings together wealth managers, advisers, consultants and technology providers to explore the future of portfolio management.
As investment propositions become increasingly sophisticated, firms face growing complexity across portfolio construction, governance, monitoring, reporting and client engagement. This event will examine how technology is helping firms address these challenges while meeting rising client expectations for personalisation, transparency and performance insight.
The morning programme will feature keynote presentations, executive discussion panels, technology demonstrations, a portfolio management case study and extensive networking opportunities.
Key themes will include the evolution of portfolio management, the role of technology in supporting wealth management teams, improving efficiency, enhancing client experiences, and helping firms deliver better investment outcomes.
The event is designed for senior professionals from across the UK wealth management ecosystem, including private banks, wealth managers, financial advisers, consultants, and technology specialists.
Attendees will hear from industry experts, see portfolio management technologies in action, and learn from real-world examples of how firms are addressing today’s investment and operational challenges.
“Portfolio management remains one of the most important strategic capabilities within wealth management,” said Stephen Wall, Founder of The Wealth Mosaic. “As firms contend with greater product complexity, expanding data requirements and evolving client expectations, technology is becoming increasingly critical to delivering scalable and effective investment propositions.”
"The pace of change in portfolio management continues to accelerate. Wealth managers are being asked to deliver greater personalisation, transparency and efficiency while managing increasingly sophisticated investment propositions,” said Mungo Hamlet, Managing Director of The Wealth Mosaic.
“Portfolios in Wealth 2026: UK will provide a valuable opportunity for the industry to come together, share perspectives, learn from peers and explore the technologies helping firms meet these challenges. For anyone involved in the delivery of modern investment propositions, it promises to be an informative and highly relevant event."
Portfolios in Wealth 2026: UK is one of a two-part Toolkit Roadshow along with an aligned event in Singapore. Watch this space for details of Portfolios in Wealth 2026: Singapore in the coming days.
How to attend
- 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.
Sponsorship opportunities
If you are interested in sponsoring this event and presenting, joining a panel, running a demo or joining the lunch, please email Stephen Wall at stephen@thewealthmosaic.com for more details.
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 taking place in London and Singapore 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
- AI in Wealth 2026: Singapore – September 2026
- Portfolios in Wealth 2026: Singapore – 13 October 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.
