The wealth management sector, globally, is changing. That is now simple fact. For a market that remains so fragmented and traditional, but where evolution is becoming more of a constant, there needs to be better access to dedicated, comprehensive and relevant knowledge resources. In one place. That is our view and a major part of why we are building The Wealth Mosaic.

Just in case you wondered. Wealth = wealth management. Mosaic = a complete picture formed of many different parts. The Wealth Mosaic.  

Wealth management is an industry vertical formed of many different layers and players but, as it continues to evolve, it requires resources that are dedicated to it, understand it and that are constantly engaged in order to keep up. Focus is key. Not distraction across multiple sectors. 

Around that, we wanted to highlight seven characteristics that form a core part of our mission to support the business needs of the changing wealth management space.

• Dedicated: We are 100% dedicated to wealth management. If a solution, solution provider or knowledge resource is relevant to wealth management, we want it in our marketplace. If it is not, we don’t. Where others go broad, for instance in looking at fintech, we go deep and look at what is relevant for the wealth management sector.  
• Global: We are global in focus for multiple reasons. One is that the themes shaping the sector are global, albeit with some regional/national differences. Two is that as a discovery channel for the sector, we should not be restricted by geography. Third is that many wealth managers and solution providers are also international in their focus.
• Deep: Those characteristics allow us to go deep whether by geography or wealth manager business type. If a wealth manager or solution provider wants to look globally, they can, or if they want to focus by geography (North America, US, Europe, Switzerland, Asia, Singapore, etc.) or by wealth manager business type (broker-dealer, external asset manager, local private bank, single family office, etc.), they can.
• Engaged: We will be constantly engaged with both sides of our market network to ensure we are relevant and up-to-date. That means closely tracking what wealth managers want from the marketplace as well as constantly keeping up with the latest developments from solution providers. We will achieve that through multiple means including ongoing conversations, research, events, partnerships and analytics.
• Cost-efficient: A clear need for both wealth managers and solution providers is for a resource that is cost-efficient to access. The cost of traditional channels of discovery, understanding and engagement for wealth managers and for consistent positioning, marketing and exposure for solution providers is prohibitive. We aim to lower that cost for both sides with an accessible, efficient and supportive resource.
• Partners: We will constantly seek to develop and support our ecosystem through knowledge sharing and enablement. A core aspect of that is through working together with partners for further knowledge creation and distribution. 
• Enable: Finally, we see ourselves as an enabler. By creating a go-to knowledge resource that is dedicated to wealth management, we will act as an enabler to support the business needs of wealth managers and solution providers alike. Whether through the platform or the things we do offline to support the platform, we want to enable this market.

#timetogetmoving