On Thursday 25 June 2026, The Wealth Mosaic will host AI in Wealth 2026: UK, its latest UK-focused AI event for the wealth management industry and the first in our Toolkit Roadshow series for 2026. Taking place at Eight Club Moorgate on 25 June 2026 from 8.30am to 1pm, this event will explore how artificial intelligence (AI) is moving from experimentation into practical application across the UK wealth management sector. The morning event will bring together wealth managers, advisers, consultants, and technology providers for a morning of insight, discussion, demonstrations, and networking.

As the wealth management industry continues to navigate rapid advances in AI capabilities, firms are increasingly under pressure to identify where AI can deliver meaningful operational, adviser, and client outcomes. This event is designed to help delegates understand where the market currently stands, how firms are approaching implementation, and what practical deployment looks like across the wealth management value chain.

The event will explore how AI is beginning to reshape areas including adviser support, operational efficiency, client engagement, personalisation, compliance processes, investment management, and data utilisation. Through a mix of keynote presentations, panel discussions, live technology demonstrations, and case studies, attendees will gain direct exposure to the firms and technologies helping to drive the next phase of AI adoption in wealth management.

What is the agenda for the morning?

• 8.30am – 9am: Arrivals and Networking
• 9am – 9.05am: Event introduction by Stephen Wall, Founder, The Wealth Mosaic
• 9.05am – 9.25am: A view into the role of AI in wealth in 2026. A keynote presentation on the role and status of AI in the UK wealth management space today and into the near future.
• 9.25am – 10.10am: All aboard the AI train: engage, deliver, succeed. This panel will explore where UK wealth management is today in its focus, deployment, and results from AI. It will consider where the industry is seeing benefit, and where it has work to do. It will look at what the industry needs to deliver AI – and where the AI journey is taking us.
• 10.10am – 11.20am: Six AI-focused technology impact demos. Slots for six technology demos, each focusing on how they deliver an AI offering into some area of business requirement for a UK wealth management business.
• 11.20am – 11.45am: An AI development case study. A case study looking at where and how AI has successfully been deployed within a wealth management organisation.
• 11.45am – 1pm: Networking time: drinks and lunch. Find time to chat with your fellow attendees, catch up, and share insights and thoughts on the content from the event over drinks and lunch.

Want to sponsor this event?

We have a range of sponsorship options available. Get in touch with us at office@thewealthmosaic.com.

Want to attend this event?

We have a range of ticket options available.

• For wealth managers, this event is free to attend.
• For TWM Members, we offer a 50% discount on paid tickets; the discount code is available through your membership manager.
• For non-TWM Members, tickets are full price, but an early bird rate of 15% off is available until the end of May. The discount code is TWMEarlyBird15.

Don’t miss out on this chance to see how AI experimentation can be turned into measurable value! Click here to secure your place today.

Disclaimer: Access to this event is limited and available on a first-come, first-served basis, so secure your tickets today. Registration is required to access the event.

What’s next in the Toolkit Roadshow series?

The Wealth Mosaic will be heading to Singapore on 14 July 2026 for the next edition of our Toolkit Roadshow for AI in Wealth. Watch this space for further details in the coming days!

About the Toolkit Report Series

The Toolkit Report Series covers thematic, geography, and wealth manager segment-focused reports, each tasked with delving into the topics and supporting technologies of relevance to help wealth managers of all types better understand how they should bring technology into their business, and in which areas.

You can find our recent Toolkit Report on AI here.

Our other Toolkit Reports include:

• US RIA Toolkit 2026 – read here
• Future View Toolkit 2025 – read here
• UK Toolkit 2025 – read here
• Client Experience Toolkit 2024 – read 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.

For more information, visit: www.thewealthmosaic.com