Welcome to our ‘The Wealth Mosaic Live’ event model! Our live events take place annually in Zurich, Switzerland, the United Kingdom, Singapore and the United States. We bring to market not just another industry event, but a knowledge experience drawn from our leading digital content and vendor directory model, featuring report and research paper launches, a range of data, insights, content and demonstrations drawn from our website, clients and projects. This is not just another event, but a connected global knowledge exchange!
Let’s get into the line-up and our ‘model with a purpose’.
Live Event Calendar
Through the rest of 2025 and 2026, this is the line-up:
• The Wealth Mosaic Live 2025: US, October 8-9, Atlantic City
• The Wealth Mosaic Live 2025: UK, November 19-20, London
• The Wealth Mosaic Live 2026: Swiss, March 2026, Zurich
• The Wealth Mosaic Live 2026: US (West), April 2026
• The Wealth Mosaic Live 2026: UK, June 2026, London
• The Wealth Mosaic Live 2026: US (East), April 2026
• The Wealth Mosaic Live 2026: APAC, November 2026, Singapore
Main Event Model and Participation Options
For firms interested in participating and showcasing their knowledge, offering and expertise, each event offers a variety of ways to engage. The full line-up of participation opportunities includes:
• Marquee sponsor – feature your brand front and centre at the conference and choose your participation options
• Workstream sponsor – lead a topic-focused breakout session
• Workstream sponsor – run a topic-focused panel session
• Panel sponsor – lead a topic-focused panel discussion
• Keynote sponsor – deliver an insightful topic/market-focused talk
• Dinner/break/networking sponsors – feature your brand at various event networking slots
• Networking sponsor – feature your brand at the event’s main networking session
• Offering demo – showcase your offering through a short demo in one of the topic-focused workstreams
• Stand – establish your presence in the main networking area
Interested in sponsoring or participating in our Live conferences? Join us in Atlantic City in October at The Wealth Mosaic Live 2025: US Conference! Discover more here
Content Participation Options
With the global industry’s topics of today so complex and diverse, the need for knowledge sharing is paramount! Platforming expertise from industry leaders around each event, we offer the opportunity for firms to create a range of “talking heads” video interviews with us, as well as an interview-based video podcast.
Our main content creation options around each Live event include:
• A written interview – drive your point of view across through TWM in a dedicated article
• A talking heads video interview session – a one-hour session to create focused video interviews on your business, offerings and market topics
• A video podcast interview – a 30-minute discussion to share your views and insights across your business, offerings and market topics
Our content model supports the planning, creation, editing, publishing and distribution of each asset.
Launching Reports and Research Projects
We also use each Live event to launch and share our latest reports, as well as specific research projects that we have delivered or supported from partners and research sponsors. In the run-up to both The Wealth Mosaic Live 2025: US and The Wealth Mosaic Live 2025: UK, we have specific reports in our line-up (AI Market Overview 2025, Future View Toolkit 2025, UK Toolkit 2025, The Wealth Client 2025, US RIA Toolkit 2025), while we are also working on separate interview-based research projects focused that we will use the event to launch/further share insights, whether through a keynote, panel discussion, interview or workstream.
Discover more about these projects here
WealthTech Vendor Forum
Within each Live event, we also run a WealthTech Vendor Forum. These are aimed at bringing together the most relevant vendors in and focused on the market in question to learn, share and network among their peers, competitors and partners. Our job is to create the topic agenda and bring in relevant presenters to deliver the insights and… we deliver!
Attendance = Discounts
For all sponsors, we offer discounted access to a range of TWM’s products and services. These include:
• Membership – to establish your presence in our digital directory and website
• Report participation – participation in our ongoing report line-up
• Report purchase – access to printed copies of our reports and a subscription to our Insight Reports
• Content – access to our content creation options outside of the event/event week
• Research – booking us to work with you on specific research projects
• Events – participation and access to our Live and other events
• Campaign – our digital marketing service
• Website user – annual access to our (new) website user membership tiers
Access to these discounts is managed through a dedicated event code, which we’ll give to each event sponsor and paying participant. Finally, similar discounts will be accessible to event attendees, albeit at a lower rate.
Our Unique Website Destination
With a global focus and a means to cover a wide range of industry topics, TWM is a unique source of industry insights, tools and community. Discover The Wealth Mosaic today! Click here for more information.
Stay Ahead of the Curve
As the landscape of wealth management continues to evolve, staying informed and connected is more critical than ever. Our website, directory, reports, events and content are curated to provide a consistent flow of relevant knowledge, actionable insights and ongoing learning and engagement among peers, experts, and thought leaders. Whether you're looking to understand key business themes in the sector, emerging technologies and their role in the business, or cultivate client relationships, The Wealth Mosaic has the resources you need.
Join the Conversation!
We invite you to connect with The Wealth Mosaic team to discuss how you can participate in our 2025 activations. Don’t miss the opportunity to contribute to and benefit from our innovative project programme.
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
