Original research can do more than demonstrate expertise. Done well, it can create a distinctive point of view, generate meaningful conversations with the market, and give your business a body of content with lasting value. Through its research projects, The Wealth Mosaic deepens industry understanding of the issues shaping wealth management and turns those insights into compelling, evidence-based thought leadership.
For firms serving wealth management, having something meaningful to say is increasingly important. Buyers are navigating a crowded technology and services landscape, while the issues they face are becoming more complex. Original research provides an opportunity to move beyond describing what a business does and instead contribute to the wider conversation. It also puts their brands directly in front of potential buyers as an engaged and relevant provider.
The Wealth Mosaic’s WealthTech Insight Series (WTIS) was created for this purpose. It is an ongoing research programme focused exclusively on technology and related issues in wealth management, combining quantitative research, interviews, roundtables, and wider industry analysis to build an increasingly valuable body of knowledge.
Research built around the issues that matter
Our research projects have explored a broad range of questions facing wealth managers.
We have examined how firms can move from data to value – exploring the role of AI, advanced analytics, data foundations and the human capabilities required to turn technology investment into measurable outcomes.
We have investigated technology spending, looking at how firms are moving from the defensive investment priorities of recent years towards more strategic, modular, and business-led approaches.
We have explored the changing role of technology in recruiting and retaining advisers, the evolution of the trusted wealth coach, the challenges of managing model portfolios across multiple platforms, and the growth opportunities and pressures reshaping European wealth management.
More recently, research with PureFacts and Pirker Partners examined revenue management, spillage, leakage and pricing discipline, while our work with Raw Knowledge explored how wealth managers can move from fragmented data environments towards a more strategic approach to data management.
The common thread is practical industry insight. Our research is designed to investigate questions that matter to wealth management executives, understand how firms are actually responding, and identify the implications for the wider market.
We have also supported firms seeking to understand the UK and European wealth management markets for a potential entry or growth strategy, and a WealthTech infrastructure vendor exploring the opportunity to develop business in Southeast Asia.
Bring your expertise into the research
Research with The Wealth Mosaic is collaborative. We work with partners to identify a compelling research question, develop the research approach, engage relevant wealth management executives and practitioners, analyse the findings, and shape the resulting report.
The result is not simply a branded white paper. It is an opportunity to establish a point of view around an issue where your organisation has genuine expertise.
That might mean investigating an emerging technology, understanding how firms are approaching a particular business challenge, examining changing client or adviser expectations, or exploring where an established part of the wealth management operating model is heading next.
Our research can incorporate interviews, surveys, roundtables and analysis of existing industry evidence, depending on the question being asked. It also means that individual projects contribute to a wider, developing picture of how wealth management is evolving.
Turn research into a wider content programme
The research paper is the centrepiece, not the end point. We develop research findings into articles, interviews, webinars, podcasts, event discussions, and social content – giving partners multiple opportunities to bring the findings to market and continue the conversation.
That integrated approach is particularly valuable because the research can become a foundation for broader engagement rather than a standalone marketing asset. The findings can inform conversations with prospects, support events, and provide a substantive platform for executives to demonstrate their expertise.
Our recent research with Raw Knowledge, for example, combined the publication of Order from disorder: moving from fragmented data to competitive advantage with a live discussion event bringing together wealth management practitioners and experts to explore the findings and their practical implications.
Next up: the UK MPS market
Our next research project turns to one of the fastest-growing areas of the UK wealth management market: Model Portfolio Services (MPS).
The report examines the development of the MPS market, the drivers behind its growth, the changing role of MPS in advised wealth management, and the technology and operational challenges that come with increasing scale and complexity.
It will add to the growing body of research The Wealth Mosaic is building around the technology, operating models and business priorities shaping modern wealth management.
Put research at the heart of your thought leadership
Whether you want to investigate an emerging market trend, explore a technology challenge, understand the priorities of wealth managers, or establish your business around a particular area of expertise, The Wealth Mosaic can help turn the question into research that has relevance beyond your organisation. Discover our full research collection here.
Bring your expertise to the wealth management conversation. Book a meeting with our team to discuss research opportunities with The Wealth Mosaic.
Work with us!
Want to discover other ways to work with The Wealth Mosaic? Discover other articles in this series below.
- Digital marketing: our bespoke digital campaigns enable our clients to access our established global community in a more comprehensive and targeted way. Find out more here.
- Podcasts: Our thought leadership podcast, The Wealth Mosaic in Conversation, offers a long-form opportunity to share your expertise, perspectives, stories, and ideas. Find out more here.
- Membership: TWM members benefit from an always-on platform that helps them showcase their business, share their expertise, and connect with wealth management professionals through a dedicated presence on The Wealth Mosaic. Find out more here.
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.
