Join The Wealth Mosaic and WealthTech Strategy Partners for an afternoon event on 14 May 2026 –exploring the future of the United Kingdom’s model portfolio service (MPS) market and the opportunities it offers wealth management firms and the technology vendors who service them.
The MPS market in the UK is entering a new phase in its evolution. No longer a niche adjunct to discretionary wealth management, it is rapidly becoming a core operating model for the advice-led ecosystem that already accounts for a significant and growing share of advised assets. Its future sits at the intersection of cost pressure, regulation, technology, and the industrialisation of investment delivery.
Recent market data underlines the scale and permanence of this shift. Platform MPS has grown at roughly 27 percent annually since 2019 and now represents roughly 16 to 20 percent of UK wealth assets, according for almost one-third of advised client portfolios. What began as an adoption story is now moving into a phase defined by consolidation, scale, and increasing institutionalisation – where fewer, larger providers are likely to dominate investment flows.
At this event, we’ll discuss this shift, as well as a few other core themes:
- MPS is rapidly becoming the ‘manufacturing layer’ of wealth management. Advisers are shifting away from building portfolios fund-by-fund and instead outsourcing investment construction, focusing their time on planning, client relationships, and distribution. This structural change is being reinforced by regulatory pressure around value for money and consistency of client outcomes.
- The next stage of growth depends on how effectively technology providers deliver – and creates immense opportunities for those who meet the demands of this market. Operational complexity has surged. Firms are now managing hundreds of model variations across multiple platforms, each with different rebalancing mechanics, data structures, and reporting standards. This is driving demand for more advanced portfolio management systems, automation tools, and data integration layers capable of supporting scale while maintaining consistency and control.
- Technology is already reshaping the MPS value chain. The emergence of more capable platform infrastructure, combined with advances in automation, API-driven delivery, and AI-enabled portfolio construction, is enabling providers to deliver increasingly tailored portfolios at scale. The competitive edge is shifting from pure investment performance towards user experience, integration, and data capabilities.
- The turnkey asset management programme (TAMP) in the United States offers a compelling blueprint for the future of this market. What began as a niche US$50 billion segment has evolved into a multi-trillion-dollar ecosystem, driven by outsourcing, platform scale, and technology-enabled efficiency. The MPS market in the UK appears to be following a similar trajectory – albeit with its own structural nuances and regulatory dynamics.
This half-day event will explore all these themes. Through keynote presentations, technology demos, and a focused panel discussion, we will examine how the MPS ecosystem is evolving – from manufacturing and distribution to platform infrastructure – and where the most significant opportunities (and risks) lie for those positioning themselves for this next phase of growth.
Agenda
- 3:30 – 4:00 PM: Delegate arrivals and networking
- 4:00 – 4:05 PM: Event/project introduction
- 4:05 – 4:25 PM: Keynote presentation: a view into the future of the UK MPS market
- 4:25 – 4:45 PM: Keynote presentation: insights from the United States TAMP marketplace
- 4:45 – 5:15 PM: Three technology demos, 10 minutes each
- 5:15 – 6:00 PM: Panel discussion: the role of technology in future-proofing MPS
- 6 PM – 7 PM: Networking, drinks, and nibbles
- Invite-only dinner for discretionary fund managers (DFMs)
Who should attend?
Attendance is open to DFMs, advisers, consultants, and technology vendors – particularly those looking to understand how control of the MPS value chain is shifting across manufacturers, platforms, and distribution – and what this means for future competitive positioning.
Want to sponsor this event?
We have a range of sponsorship options available. Get in touch with us at office@thewealthmosaic.com
Want to attend this event?
Don’t miss out on this chance to see the future of this exciting new market. Join us in London this May – secure your space today here.
