We are now only days away from The Wealth Mosaic’s live discussion event about the future of data management in the wealth industry, due to take place on 16 April 2026, from 4 pm – 8 pm at The Eight Club Moorgate, 1 Dysart Street EC2A 2BX, London. Hosted in partnership with Raw Knowledge, this event is designed to deepen the discussions around the research paper ‘Order from disorder: moving from fragmented data to competitive advantage’, to be published on 15 April 2026, a day ahead of the event.

Building on this paper, this event will explore five of its key themes in deeper detail:

• Why data has become a board-level issue, and why now
• The shift from fragmentation to a single source of truth
• Operational efficiency, scale, and the reality of change
• Data, client experience, and growth
• Making data everyone’s responsibility

Designed specifically for wealth managers looking to transform their relationship with the data they receive, hold and use, this event offers the opportunity to further that journey just at the moment where data management is rising to the top of the wealth management agenda.

Panel
To develop these themes, The Wealth Mosaic has assembled a panel of senior industry voices including:

• Stephen Wall, Founder of The Wealth Mosaic (Moderator): Stephen is the Founder of The Wealth Mosaic. With a 25-year background in research and publishing, he has spent the majority of his career focused on the wealth management sector around the world.
   
• Preya Patel, Managing Director of Raw Knowledge: Preya Patel leads the development of the company’s market leading ERI data service and the Managed Smart Data platform, a pioneering data management platform that creates a traceable and harmonised view of disparate data sources. She previously oversaw data operations within Raw Knowledge’s sister company, FSL, before establishing Raw Knowledge as a dedicated data focused business in 2024.
   
• Mark Kerns, CEO of Adapa Advisory: Mark Kerns brings a broad and successful career spanning investment and asset servicing. As CEO, he leads Adapa Advisory's mission to deliver strategic and non-executive expertise across three key segments: emerging technology, developed technology, and financial institutions. Mark's focus encompasses strategy, governance, business operating models, client engagement, and business development, with a specific emphasis on maximising the strength of client relationships, enhancing operating models, and developing business into and out of Africa.

• Robert Hupe, Practice Head at Knadel Solutions: Robert Hupe is a highly experienced financial services practitioner and consultant, with a track record of developing and delivering operating models to enable wealth and asset managers to achieve their strategic goals. Having begun his career as a private banker at Coutts, and more recently leading proposition and strategy at HSBC Private Bank, Robert has subsequently run major transformation programmes across the industry. Now leading advisory consulting at Knadel Solutions, Robert leverages his experience across strategy, front office, change and operations to ensure his projects deliver meaningful outcomes to the firms he serves, and to their clients.
   
• Caroline Burkart, Project Consultant at The Wealth Mosaic: Caroline Burkart is a former partner at Alpha FMC, the wealth and asset management consultant and is currently an independent consultant. She has had a lengthy career in wealth and private banking, both as a consultant and a practitioner, for Aon, Scorpio Partnership and Credit Suisse. She has led and consulted on multiple projects for leading private banks and wealth managers across the client value proposition both in the UK and globally. These include client insight and the client journey, thought leadership, and development of value propositions. She has developed strong subject matter expertise on using data and insights to inform and shape strategy, propositions, front office operations, and business models. Caroline is currently supporting The Wealth Mosaic as it promotes knowledge sharing across the global wealth community. 

Key themes
Why data has become a board-level issue

The panel will open by exploring how, why, and when data moved from being an ‘operational headache’ to a strategic-level concern.

• What’s changed in the last few years?
• What events tend to expose data weaknesses most acutely?
• Has the rise of artificial intelligence (AI) changed how senior leadership thinks about data quality or has it simply exposed existing weaknesses?
• What are the risks of not fixing data fundamentals for wealth management firms?

From fragmentation to a single source of truth

• What does ‘a single source of truth’ mean in practice for wealth management firms?

• Where do firms most commonly underestimate the complexity of getting to a unified data environment?
• What does ‘competitive advantage’ from data actually look like in practice?

Operational efficiency, scale, and the reality of change

• Where does poor data silently drain the most cost and time across a wealth business?
• Where does improved data management deliver the biggest payoff and why?
• At what point does better data shift from being a hygiene factor to a genuine competitive advantage?

Data, client experience, and growth

• How is better data changing the way in which relationship managers and advisers have conversations with clients today?
• How do you measure whether data-driven improvements are valued by clients, rather than just operationally efficient?
• What client-facing processes still suffer most from fragmented data?

Making data everyone’s responsibility

• Who ultimately owns data quality in a wealth firm, and how do you stop it from defaulting to ‘someone else’?
• Can technology play a role in helping to democratise data – and how?
• As businesses invest in new platforms, modern data architectures, and AI-enabled tools, how should senior leadership ensure technology choices strengthen data integrity rather than add new layers of complexity?

Interested in advancing your wealth business’s relationship with data? Attendance at this event is free, but requires registration. Secure your place here.

Attendees who register ahead of the 15 April publication date of the research paper will receive a link to the published paper on its publication in advance of the event, so they have the opportunity to digest its contents and prepare questions ahead of time.