On 16 April 2026, The Wealth Mosaic, the digital marketplace for wealth management, is partnering with Raw Knowledge, a specialist data provider and data management firm, to present a focused evening discussion exploring one of wealth management’s more pressing challenges – how poor data management is holding firms back from growth, efficiency, and innovation.
Hosted at The Eight Club Moorgate, the event will introduce our new white paper, ‘Order from disorder: moving from fragmented data to competitive advantage’, produced in partnership with Raw Knowledge and containing far-reaching insights into data and wealth management, based on interviews with a range of industry experts.
Designed specifically for wealth managers, the event offers the opportunity to explore how firms are tackling increasingly complex data environments while responding to regulatory demands, client expectations, and the growing influence of artificial intelligence (AI).
Why data management matters more than ever
For many years, data issues in wealth management have existed quietly in the background. 79 percent of firms acknowledge that poor data quality is a pain point, and it is estimated to cost firms US$12.9 million every year on average. But although data management is broadly recognised as problematic, until now it has rarely been prioritised over more immediate operational or client-facing concerns. That dynamic is changing rapidly.
Across the industry, senior leadership teams are increasingly recognising that data quality is not simply a technology issue, but a core business capability that underpins growth, client service, and regulatory compliance.
Inconsistent or siloed data slows reporting, complicates compliance process, and limits the ability of firms to extract meaningful insights from their operations. At the same time, wealth managers are dealing with expanding volumes of data from multiple providers and internal systems – often delivered in different formats and requiring significant manual intervention to reconcile.
The emergence of AI has only heightened the urgency – and created new threats stemming from poor data management practices. With the seductive power that AI offers to enhance efficiency and analytics, its dependence on a high-quality data foundation is often overlooked. Without those strong foundations, firms risk amplifying inaccuracies, bias, and operational inefficiencies rather than solving them.
Transforming wealth management’s relationship with data
For wealth management leaders responsible for strategy, operations, technology, or client service, this event provides an opportunity to engage with peers facing similar challenges and gain practical insight into how firms are evolving their data capabilities.
Good data is no longer simply a matter of hygiene. It is becoming a key differentiator for wealth firms seeking to improve productivity, deepen client relationships, and unlock future growth opportunities. Conversely, firms that extensively adopt AI capabilities without addressing their data management risk exposing fundamental weaknesses that will sap client confidence.
This London gathering aims to move that conversation forward – helping wealth managers understand not just why data matters, but how firms can start turning it into a strategic advantage.
Introducing our new research
At the heart of the event will be a presentation of the key findings from our white paper, ‘Order from disorder: moving from fragmented data to competitive advantage’, based on interviews with wealth management firms conducted in early 2026.
The research reveals that most firms are now actively pursuing a ‘single source of truth’ for their data – typically through a centralised data lake or warehouse – yet the journey to achieving that goal remains complex. Implementation challenges range from legacy technology stacks and fragmented data sources to resource constraints and the need for organisation-wide cultural change.
While progress is being made, firms are still grappling with practical questions, including:
- How to improve their own data governance;
- How to effectively capture unstructured client information effectively; and
- How to ensure business-wide engagement with data initiatives.
With our paper setting the scene for the discussion, this event will offer attendees the opportunity to tackle these questions in person and through in-depth discussion with industry experts.
Agenda
- 4 pm – Guest arrival and welcome drinks
- 4.30 pm – Presentation: key findings from the research
- 4.45 pm – Panel discussion with industry experts
- 5.40 pm – Audience Q&A
- 6 pm – Drinks and canapés networking reception
- 8 pm – Event close
Speakers
The 4.45 pm panel will feature insights from experienced leaders across the wealth management ecosystem, including:
- Stephen Wall, Founder of The Wealth Mosaic
- Preya Patel, Managing Director at Raw Knowledge.
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.
We will also be joined by a senior UK wealth manager, to be announced in the coming days.
How to attend
Attendance is free, but participants must register in advance. Secure your place here.
About Raw Knowledge
Raw Knowledge is a specialist data provider and data management firm under the Industrial Thought group of companies.
Raw Knowledge began life as part of sister company Financial Software (FSL). Its team helped identify the need to improve industry access to quality excess reportable income (ERI) data and provided this to both its own and FSL clients. As its team, customer base and capabilities grew, Raw Knowledge separated from FSL in 2024 to begin offering its own solutions and services.
Today, Raw Knowledge provides the most comprehensive ERI data in the market and helps businesses make better, data-driven decisions with its Managed Smart Data Platform. This pioneering data management platform creates a traceable and harmonised view of businesses’ disparate data sources to help them streamline and scale their operations, act faster on insights with fewer errors and maintain a clear audit trail.
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.
Join our community and follow us on LinkedIn here.
