Portfolio management sits at the heart of wealth management. It is also an area undergoing significant change as firms navigate increasing investment complexity, growing data demands and rising expectations around reporting, transparency and personalisation.
On 17 November 2026, The Wealth Mosaic's Portfolios in Wealth 2026: UK will bring together senior wealth management professionals in London to discuss these challenges and the technologies helping firms address them.
For technology providers and service partners, the event offers a targeted opportunity to engage directly with decision-makers from wealth management firms, advisory businesses and consulting organisations.
Participation Opportunities
- Keynote Presentation (£3,500)
Set the tone for the event with a 20-minute keynote presentation exploring key trends and developments shaping portfolio management.
- Panel Discussion (£2,500)
Join senior industry participants in a 45-minute discussion focused on the challenges, opportunities and future direction of portfolio management technology.
- Technology Demonstration (£3,000)
Showcase your platform, capabilities and expertise in a dedicated 10-minute demonstration slot designed to highlight practical solutions for portfolio management challenges.
- Case Study Presentation (£3,500)
Present a real-world client success story demonstrating how technology can support investment, operational or reporting objectives.
All participation packages include two attendee passes.
Extend the conversation
Alongside event participation, organisations can amplify their presence through additional content opportunities, including video interviews, podcast appearances and broader thought leadership initiatives developed in partnership with The Wealth Mosaic.
Why participate?
- Access a focused audience of wealth management professionals
- Demonstrate expertise in a core strategic area
- Generate high-quality business development opportunities
- Strengthen market positioning and visibility
- Associate your brand with one of the industry's most important technology discussions
With attendance expected from wealth managers, advisers, consultants and technology specialists, Portfolios in Wealth 2026: UK offers a highly targeted platform for firms seeking to build visibility and engagement within the UK wealth management market.
Be part of the portfolio management conversation! Let’s discuss how your organisation can get involved and explore the opportunities best suited to your business. Book a meeting with us or get in touch at office@thewealthmosaic.com.
How to attend
If you would like to attend as an audience member but not as a participant, 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 our Toolkit Roadshow series
The Wealth Mosaic’s Toolkit Roadshows are a series of events taking place in London, 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 a 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.
