The Wealth Mosaic has announced the launch of its Activation Guide 2026/2027, bringing together the company's full programme of events, research, editorial content, and market projects into a single strategic resource for the wealth management industry.
This Guide is designed to help partners, vendors, and industry participants discover opportunities for engagement over the next two years, with a detailed overview of our expanding calendar of activities across the UK, US, Switzerland, Asia-Pacific, and the Middle East.
It outlines more than 30 events alongside an extensive schedule of research reports, editorial features, and multimedia initiatives – a comprehensive and connected programme that combines market intelligence, thought leadership, networking, and commercial engagement, all structured around the core trends that are transforming our industry.
Events
The Activation Guide outlines the growing and international TWM events portfolio, delivered through six complementary formats:
- Live conferences bring together senior industry leaders to examine strategic technology themes.
- Vendor Forum events focus on vendor networking and knowledge sharing.
- Hive roundtables facilitate small-group discussions that culminate in co-branded thought leadership.
- Toolkit roadshows provide practical, topic-focused events featuring presentations, demonstrations and implementation insights.
- WealthTech events that focus on the state of the WealthTech industry and how it is shaping wealth management.
The Guide also includes bespoke events designed around a particular market segment, including the ongoing UK MPS Market Project.
Research
The Activation Guide showcses The Wealth Mosaic’s expanding portfolio of long-term research programmes – combining reports, events, directories, multimedia content, and editorial coverage to create ongoing knowledge hubs that support informed decision-making, collaboration, and market visibility across wealth management. These including the UK MPS Market Project, the annual WealthTech series, alongside dedicated upcoming insight reports on AI in wealth management, the US RIA market, external asset managers, independent financial advisers, and the wealth client.
Mosaic Magazine
The guide provides early visibility into the editorial calendar for Mosaic magazine, outlining quarterly issues through the end of 2027, beginning with our Mosaic II Summer 2026 edition which is set to be published later this month and will include features profiling Switzerland as a Wealth Centre and a focused insight on the family office segment.
Future editions of Mosaic will explore major wealth centres including Singapore, Hong Kong, the UK, the US, the UAE, and Luxembourg, and will focus insights on industry themes including compliance and regulation, AI, mergers and acquisitions, alternative investments, philanthropy, and the great wealth transfer.
Read our Activation Guide today!
The Activation Guide 2026/2027 is your comprehensive resource to find out how The Wealth Mosaic continues its mission of connecting the global wealth management community – and for you to discover the ways in which you can plan sponsorships, thought leadership, product launches, and market engagement. Find out how you can participate in the industry’s ongoing conversation today – discover the guide 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.
