London, United Kingdom

The Wealth Mosaic

Business introduction

The global marketplace for wealth managers

A dedicated knowledge and support resource, built around the business of needs of all wealth managers and all solution providers to the sector

#dedicatedtowealth because #wealthischanging
The wealth management sector is changing. Too radical and unwarranted to some. Necessary and natural to others. Wherever you sit on this topic, it is hard to argue that the old ways of doing business are being ushered out, to be replaced by a new, more dynamic and engaging model.

From our perspective, a lot is set for change: who the client is, their net worth, how they are reached and served, the solution offering, who or what serves them and how the service is delivered. The traditional model will only partly define how the sector will look in the future. Multiple change factors including the needs and expectations of clients, the role and influence of regulation, the potential of technology and more are shaping the behaviour and nature of the sector. Yet we remain relatively early in a journey that will witness ongoing change.

With this backdrop, the business needs of wealth managers in running their businesses and serving their clients are more complex, more numerous and more challenging. Given this, we believe there is a growing need for firms to work with a broad range of solution providers to remain relevant and competitive. As their engagement with the ecosystem around them evolves, we also fundamentally believe that wealth managers will need to develop a far deeper ongoing understanding of who is in their supplier environment, what they do, where they fit and more.

Welcome to The Wealth Mosaic
The Wealth Mosaic is a research-led digital marketplace, formed around a constantly growing global directory of solution provider and solution profiles relevant to the business needs of all forms of wealth managers. A free resource for wealth managers, our platform is designed to support them, both now and into the future, in the easy discovery, understanding and engagement with their marketplace of solutions and solution providers.

Physical Address

17 Hanover Square, London W1S 1BN, United Kingdom

Website Address

www.thewealthmosaic.com

Email Address

office@thewealthmosaic.com

Telephone Number

+44 20 3026 1587

Ownership Type

Private

TWM video interview: Highlighting technology market trends in the Swiss wealth management landscape

Business Strategy & Advisory, Technology Strategy & Consulting

07/05/2018

TWM video interview EXCERPT: Why The Wealth Mosaic is relevant for all forms of wealth manager

20/02/2018

TWM video: 5 selected technology solution provider pitches from the PIMFA FinTech conference, September 2017

19/02/2018

TWM video interview: Ian Ewart on The Wealth Mosaic

11/12/2017

TWM video: A short introduction interview to The Wealth Mosaic

21/09/2017

Business Overview

Content structure
Our platform is structured first of all into Marketplaces (like Technology & Data and Consulting & Research), then into dedicated Business Needs (like Client Engagement & Management and Digital Investing). This structure is designed to make it easy for wealth managers to find the solutions, and the solution providers behind them, that are relevant to their business needs.

Content-backed
In addition to a deep and growing database of business and solution profiles that are hosted and categorised where relevant across our Marketplace structure, our platform also hosts multiple forms of content. Be it news, insights, blogs, videos, fact sheets, webinars, presentation or more, this content is also distributed across our platform where relevant to turn what is an engaging and deep directory-based platform into a dedicated knowledge resource.

Further content structure
As we grow the Marketplace and gather more profiles and content, we will add further structure to support the accessibility and discovery of the solutions, solution providers and content in the platform. The different ways we will structure and allow users to access content will include:

The Wealth Mosaic has been conceived and built and will continue to grow and evolve with a 100% focus on the business needs of the wealth management sector and its participants. With that dedication, we aim to create, maintain and evolve a structure that supports both wealth managers and the sector's solution providers in meeting their business needs.

Customers

The Wealth Mosaic is set up to serve the business needs of wealth managers and the wide range of solution providers that serve the sector. In bridging the knowledge gap between each side, our target client base includes:

Partners

A partner strategy sits at the heart of our market reach and engagement vision. Our current valued existing partners include:

Key Data

Year founded
2017
employees
1-5
wealth management employees
1-5
clients
21-50
offices
1
Office Regional Presence
  • Western Europe
Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Independent Financial Advisor
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Single Family Office
  • View Others View Less
Client Regional Presence
  • Africa
  • Asia
  • Caribbean
  • Central America
  • Eastern Europe
  • Middle East
  • North America
  • Oceania
  • South America
  • Western Europe
  • View Others View Less
The Wealth Mosaic client presence
  • Netherlands
  • Switzerland
  • United Kingdom
  • United States

The Wealth Mosaic Solutions

Content Services for Solution Providers

For wealth managers to be able to easily discover, understand and engage with your business, you need to be able to create and maintain a bank of content that catches and drives their attention. In our many hundreds of conversations with all different sorts of solution providers, we have seen first-hand......

business needs
Client type
client geography presence
view solution

Marketplace Subscription - Premium

With so much change, so many needs, so many competing voices and so much cost involved, how does any solution provider efficiently, effectively and consistently engage the market? Similar to your target audience of wealth managers, the environment you face as a solution provider is changing. There is more need but also......

business needs
Client type
client geography presence
view solution

Marketplace Subscription - Premium+

With so much change, so many needs, so many competing voices and so much cost involved, how does any solution provider efficiently, effectively and consistently engage the market? Similar to your target audience of wealth managers, the environment you face as a solution provider is changing. There is more need but also......

business needs
Client type
client geography presence
view solution

Marketplace Subscription - Standard

With so much change, so many needs, so many competing voices and so much cost involved, how does any solution provider efficiently, effectively and consistently engage the market? Similar to your target audience of wealth managers, the environment you face as a solution provider is changing. There is more need but also......

business needs
Client type
client geography presence
view solution

Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them......

business needs
Client type
client geography presence
view solution

Market Scanning for Wealth Managers

The wealth management sector is increasingly moving from an environment where the majority of your business needs can be managed through in-house resources and capabilities to one where the role of third-party solution providers is not just important and growing but fundamental to the future relevance, competitiveness and performance of your businesses. But,......

business needs
view solution

Research Services for Solution Providers

We do not propose a full-scale research proposition to the market. There are other great firms, many of which are included in our Consulting & Research Marketplace, that will deliver you that. Rather, our research offering is more like a set of qualitative and quantitative micro-services that you can access......

business needs
view solution

The Landscape Report Series

The Landscape Report Series takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the delivery, content and reach......

business needs
view solution

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