Alongside our core digital directory, knowledge resource, and insight hub, we are delivering a growing number of events to tackle the core industry topics that the wealth management industry is facing.
While our platform serves as a global knowledge hub, it is our event offering that is becoming increasingly important in allowing industry leaders to come together, to learn, to share experiences and opinions, and to meet and network with both new and known peers from across the sector.
In today's continually evolving landscape, the wealth management sector is being challenged to adapt across all aspects of its business. Although our global online community continues to grow, there remains a critical desire to meet in person, to connect with industry peers, hear insights, share views and opinions, and nurture a personal network. So, to help industry participants stay ahead of the game, our global digital resource is paired with an in-person event model.
That’s why The Wealth Mosaic, the digital marketplace for wealth management, has prepared this comprehensive programme of targeted, industry-relevant events covering our core geographies of Asia, Europe, and North America.
Discover our global events!
To meet the needs of clients and the market as the number and depth of these topics proliferate, we offer a range of event types to support an in-depth view of what is in focus, as well as different budgets and business needs.
You will not find TWM running massive events. Instead, our event offering is content and topic-focused, small to medium in size, and brings together relevant leaders and executives from across the community to learn, network, and share common experiences.
We have several event types, including:
- Live (conferences)
Our Live event model is a one or two-day format, featuring a mix of keynotes, panels, interviews, demos, topic-focused breakouts, and opportunities for networking and content creation.
- Hive (roundtables)
Our Hive model brings to market topic-focused roundtables, with each Hive focused on a topic, sponsored by two to three solution providers, featuring 10-20 wealth management attendees, and resulting in a thought leadership paper co-branded between TWM and sponsors.
- Toolkits
Our Toolkit model is again focused on key industry topics, but mixes presentations, panels, and solution provider demos that support the needs of wealth managers on the topic in focus.
- Private dinners
Small, intimate gatherings over dinner for one sponsor in a relevant setting. Topic-focused, these are informal gatherings of executives that allow for open and transparent conversation and high-quality catering.
- Bespoke
We will also run bespoke events for clients, as well as supporting them with specific services such as moderation, marketing, video, or other forms of content.
Content outputs
With many of our events, the output is as important as the event itself. We see an event as an opportunity to create high-quality content, whether written, video, or podcast.
Particularly around the Live and Hive event models, we offer a clear content output for participating firms to support their marketing and business development needs beyond the event itself. Our model is to use the event as the mechanism to generate further content.
Our event line-up for the remainder of 2026 and into 2027:
June 2026
- AI in Wealth 2026: UK, 25 June, London. For details and registration, see here.
July 2026
- Private Dinner: Delivering on AI, UK, 7 July, London. For details, please contact us (details below).
September 2026
- Hive: Running into Reality, Geneva, 15 September
- Hive: Running into Reality, New York, 17 September
- Hive: Running into Reality, London, 17 September
- UK MPS: Talking Technology, 29 September. For details and registration, see here.
October 2026
- The Wealth Mosaic Live 2026: Switzerland, 1 October
- Portfolios in Wealth 2026: UK, 13 October
November 2026
- The Wealth Mosaic Live 2026: US, 2 November. For details and registration, see here.
- Portfolios in Wealth 2026: Singapore, 17 November
February 2027
- WealthTech 2027: UK, 2 February
- WealthTech 2027: Switzerland, 9 February
- WealthTech 2027: Singapore, 25 February
March 2027
- UK MPS: Pulse 2027, 9 March
- WealthTech 2027: US, 16 March
- WealthTech 2027: Canada, 18 March
April 2027
- Hive: Buy, Build, Rent, UK, 6 April
- Hive: Buy, Build, Rent, US, 20 April
May 2027
- The Wealth Client 2027: UK, 11 May
- The Wealth Client 2027: Switzerland, 13 May
- The Wealth Client 2027: APAC, 18 May
- The Wealth Client 2027: US, 27 May
Introducing our updated event guide for 2026-2027
To complement our robust lineup of events, we are proud to introduce our Event Guide for 2026-2027. This comprehensive resource provides all the details on upcoming events, sponsorship opportunities, and more. Whether you're looking to secure a spot as a sponsor, participate as a speaker, or attend as a delegate, the Event Guide will equip you with the insights needed to navigate our offerings with ease.
Interested in discovering our 2026-2027 event lineup? You can access the Event Guide here.
Join us on this exciting journey!
We invite you to be a part of this transformative journey through wealth management. By participating in our events, not only will you gain crucial insights and networking opportunities, but you'll also position your organisation as a leader in this dynamic sector.
For events, sponsorship details, and the full Event Guide, see more here.
Book a meeting today
For further participation and pricing details, please don’t hesitate to get in touch – we’ll be happy to put together a custom package tailor-made to fit your needs: office@thewealthmosaic.com
Together, let’s shape the future of wealth management, where knowledge, connections, and innovation converge toward success.
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.
Find out more at www.thewealthmosaic.com
Join our community and follow us on LinkedIn here.
