The Wealth Mosaic (TWM), in partnership with portfolio management technology provider Univeris, will host an invitation-only breakfast roundtable in London on 18 November 2026, bringing together a select group of senior wealth management professionals to exchange perspectives on how artificial intelligence (AI) is reshaping financial advice and what firms can learn from developments in overseas markets.
Titled Advice in the age of AI: learnings from overseas markets, the roundtable will draw on experiences from Canadian and European institutions to examine how AI is being integrated into wealth management, where it can deliver meaningful value, and how firms can balance technological capabilities with the expertise, judgement, and personal relationships that remain central to effective advice.
Interested in joining the discussion? Book a meeting with our team to find out more.
As wealth managers contend with changing client expectations and increasingly complex portfolios, the discussion will address the practical implications of AI across the advice lifecycle, from client discovery and portfolio construction to ongoing advice. Key questions will include where technology can enhance advisers’ capabilities, where human judgement remains essential, and how firms can maintain appropriate oversight and accountability as AI becomes more embedded in their operations.
The conversation will also consider the technology foundations required to support this evolution. As firms seek to deliver more integrated advice across a broader range of asset classes, the discussion will explore the role of unified technology platforms in providing a consistent operating environment for wealth management, supporting both operational requirements and the delivery of advice to clients.
Designed for a select group of industry practitioners, the roundtable will provide an opportunity to exchange experiences with peers, compare approaches to AI adoption, and explore the practical challenges facing wealth management firms.
This focused format will encourage candid discussion among participants, moving beyond the general promise of AI to examine the decisions, capabilities, and safeguards needed to apply it effectively in financial advice.
The event will begin with a short presentation from Univeris to establish the context for the discussion, followed by an extended, moderated roundtable led by The Wealth Mosaic.
Attendance will be limited to a select group of industry professionals, including representatives from wealth management divisions of large institutions, standalone wealth managers, insurance firms, retail and private banks, and consultancy organisations.
Turning industry discussion into actionable insight
Beyond the event itself, the roundtable will contribute to a wider exploration of how technology is changing the delivery of wealth management. The Wealth Mosaic will draw on the discussion and the insights generated at the event to develop post-event content that captures the key themes, shared experiences, emerging priorities, and practical insights our participants ahre.
This output will help extend the value of the conversation beyond the room, giving the wider industry a clearer view of how wealth management practitioners are approaching AI adoption, the relationship between human expertise and automation, and the technology infrastructure needed to support the next generation of advice.
It will also provide a platform for examining where perspectives converge, where challenges remain, and what firms may need to prioritise as they develop their strategies.
For participants, the roundtable offers an opportunity to contribute directly to an informed industry conversation, share perspectives with peers facing similar decisions, connect with peers from different parts of the wealth management and technology ecosystem, and help shape a more practical understanding of AI’s role in wealth management.
The event will take place from 8:00 am to 10:00 am on Wednesday, 18 November 2026, at Eight Club Moorgate, London.
Interested in participating?
Attendance is by invitation, with places limited to a select group of wealth management professionals. Those interested in contributing to the discussion are invited to contact The Wealth Mosaic’s CEO and Founder Stephen Wall directly at stephen@thewealthmosaic.com, or book a meeting to find out more.
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.
About Univeris
Founded in 1991 and headquartered in Toronto, Ontario, Univeris is the leader in enterprise-class retail wealth management solutions. Our Univeris wealth management platform is the solution of choice for over 25,000+ mutual fund advisers and 3 million investors with over US$450+ billion in assets under administration in 12 countries.
In 2022, we acquired Madrid-based TechRules, a leader in portfolio management software for advisers. Together with our Univeris platform, we offer our clients a fully integrated technology stack that covers the front-, mid-, and back-office applications.
With more than 30 years of wealth management software experience behind us, we’re taking our deep expertise to reimagine what the next 30+ years might look like.
