The world of wealth management is at a pivotal junction, increasingly influenced by advancements in technology, evolving client expectations, a growing product marketplace, and an ever-changing regulatory environment. To address these challenges and opportunities, The Wealth Mosaic is proud to announce its upcoming projects for 2025 and beyond. Our comprehensive programme is designed to help firms in the wealth management sector reach, educate, and engage their stakeholders while driving growth and sustainability in an increasingly competitive marketplace.
The Wealth Mosaic's commitment to knowledge sharing
At The Wealth Mosaic, we believe that collaboration and education are fundamental to the future of the wealth management sector. Our unique blend of reports and events will provide wealth managers, advisers, and other stakeholders with valuable insights and tools to tackle pertinent issues and maximise their potential. By facilitating conversations and knowledge sharing, we aim to transform challenges into opportunities.
Explore Our 2025/2026 Reports and Events
Our Project Programme for 2025 and 2026 features a well-structured lineup of reports and events, each focused on vital business, product, and technology themes shaping the future of wealth management. Here’s a detailed look into our offerings:
Reports:
- UK Toolkit 2025 (July 2025): A focused examination of the UK's wealth management sector, addressing relevant technology tools and topics critical to this highly fragmented market.
- AI Market Overview 2025 (August 2025): The first in our Insight Report series, this publication provides a comprehensive view of how AI impacts society, business, and the wealth management sector. Available for £995.
- Future View Toolkit 2025 (September 2025): A global thematic Toolkit exploring the pivotal technologies and strategies wealth managers need to consider to future-proof their businesses for the next five to ten years.
- US RIA Toolkit 2025 (September 2025): This report showcases topics and solutions tailored to the specific needs of the US Registered Investment Advisor market.
- The Wealth Client 2025 (October 2025): Delving into the wealth client experience, this second instalment in our Insight Report series will provide industry insights and data, with access available for £995.
- Innovators Toolkit 2025 (November 2025): A unique year-end global Toolkit report that will showcase innovations and technological advancements shaping the future of wealth management.
Events:
- The Wealth Mosaic Live 2025: US (October 2025): A one to two-day event centred on technology’s role in the US wealth management market, featuring keynotes, panels, interviews, demos, and networking opportunities.
- The Wealth Mosaic Live 2025: UK (November 2025): A one to two-day event centred on technology’s role in the UK wealth management market, featuring keynotes, panels, interviews, demos, and networking opportunities.
Why Join Us?
As the landscape of wealth management continues to evolve, staying informed and connected is more critical than ever. Our reports and events are curated to provide actionable insights and foster engagement among peers, experts, and thought leaders. Whether you're looking to understand emerging technologies, cultivate client relationships, or explore new business models, The Wealth Mosaic has the resources you need.
Get Involved!
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 those eager to dive deeper, we encourage you to read the full Project Programme for 2025 and 2026. Together, let’s unlock the potential of the wealth management sector and prepare for the future ahead.
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
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.
Discover our latest reports!
AI Toolkit 2025 – read here
Client Experience Toolkit 2024 – read here
US WealthTech Landscape Report 2024 – read here
Join our community and follow us on LinkedIn here
