In today's rapidly evolving landscape of wealth management, staying ahead of the game is paramount. That’s why The Wealth Mosaic is thrilled to unveil an exciting lineup of events for 2026, along with our new Event Guide that serves as your comprehensive reference for our global event opportunities.
Understanding The Wealth Mosaic
Founded on the belief that the wealth management industry is set for unprecedented and ongoing change, The Wealth Mosaic is a multi-service agency with a focus on empowering wealth management businesses through a unique, market-leading directory and knowledge platform. Our mission is simple: to foster collaboration and success in a dynamic industry where third-party solution providers play an increasingly vital role.
As a global platform tailored to wealth management, we built The Wealth Mosaic to cater to the evolving needs of both wealth managers seeking quality solutions and solution providers aiming to elevate their visibility and impact in the marketplace. We create a bridge between supply and demand in this specialised industry, enabling our clients to thrive and lead in an ever-changing environment.
As we gear up for an exciting year, our platform offers various services tailored to help businesses meet their unique objectives. From sponsored content and event partnerships to digital placements, our diverse marketing options are designed to amplify your reach and generate meaningful connections within the wealth management ecosystem. You can discover our full offering in our latest Service & Pricing Guide here.
Discover our global events
At The Wealth Mosaic, we offer a range of global event options, designed to put you in direct contact with your target audience. These events bring together different parts of the wealth management community from around the world. They are typically hosted in our core markets and run under three event types: Live, Hive and Forum. We also provide firms with tailored events and supporting event services.
Lives:
Our Live event model is a one or two-day event format, hosted in our leading geographies such as Singapore, Switzerland, the UK, and the US, and feature a mix of presentations, panels, interviews, demos, roundtables, networking, and content creation opportunities.
Hive roundtables:
Our Hive event model is built around on topic-focused roundtables and hosted in leading wealth geographies. Each Hive is sponsored by two to three solution providers, features between 10 and 25 wealth management executive attendees, runs for between 90 and 120 minutes of discussion, and features a co-branded (TWM and sponsors) thought leadership paper to be published from the event.
Vendor Forums:
Our Forum event model is a learning and networking model for vendors to the wealth management industry. Mixing learning, networking, and opportunities to share their common experiences, each Forum offers educational content to attendees as well as a chance to network.
Introducing our new Event Guide 2026
To complement our robust lineup of events, we are proud to introduce our Event Guide 2026. 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 event line-up for 2026? You can access the Event Guide here.
2026 event line-up
Our series of industry-focused events aim to facilitate learning, networking, and sharing of experiences among fellow professionals. As part of our commitment to knowledge sharing and excellence, we are excited to announce the following events will take place throughout the year.
1. WealthTech 2026: NY Edition
- Date: April 29, 2026
- Location: Hosted at EY, One Manhattan West, New York
- Description: A half-day event bringing together stakeholders across the US wealth management ecosystem to share insights and explore the latest WealthTech trends.
2. US WealthTech Vendor Forum
- Date: April 2026
- Location: New York, USA
- Description: A Forum designed to educate and connect technology vendors within the wealth management space.
3. Swiss WealthTech Vendor Forum
- Date: May 2026
- Location: Zurich, Switzerland
- Description: Our Swiss Forum offers an opportunity to educate and connect with a range of technology and other vendors to the wealth management industry.
4. Running into Reality Roundtable
- Date: May/June 2026
- Location: UK, US, Switzerland, Singapore
- Description: The Running into Reality Roundtable will focus on how the wealth management industry can fully maximise the delivery and benefit of technology within its businesses.
5. TWM Live 2026: UK Edition
- Date: 24 September 2026
- Location: London, UK
- Description: A one-day conference tailored for executives passionate about technology's transformative role in wealth management.
6. UK WealthTech Vendor Forum
- Date: September 2026
- Location: London, UK
- Description: Our UK Forum offers an opportunity to educate and connect with a range of technology and other vendors to the wealth management industry.
7. TWM Live 2026: Swiss Edition
- Date: 1 October 2026
- Location: SIX ConventionPoint, Zurich, Switzerland
- Description: An indispensable gathering of senior decision-makers focused on the future of wealth management.
8. Buy, Build, Rent 2026 Roundtable
- Date: September/October 2026
- Location: UK, US, Switzerland, Singapore
- Description: This roundtable will look at the wealth management market today and how best to deploy the technologies firms need to run their businesses – and whether to buy, build, or rent.
9. UK WealthTech Vendor Forum
- Date: September 2026
- Location: London, UK
- Description: Our US Forum offers an opportunity to educate and connect with a range of technology and other vendors to the wealth management industry.
10. TWM Live 2026: US Edition
- Date: November 17-18, 2026
- Location: New Jersey, US
- Description: A two-day conference focusing on the latest trends and innovations shaping the sector.
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.
