AI in Wealth 2026: UK
About this Event
Join us at the in London on the morning of June 25th from 8.30 AM to 12.30 PM as we focus on the fast-moving role, application, status and future development of artificial intelligence (AI) within the UK's increasingly challenged but dynamic wealth management marketplace.
Brought to you by (TWM), this event is our second in the UK with a pure focus on AI, a reflection of the speed of change and breadth of developments around this technology, the extent to which it is applicable across the wealth management sector's operating model, and the range of options available to buyers across this marketplace.
Mixing presentations, panel, six technology demos and an AI-focused case study, we invite you to join us, consume the content providers, and engage with the latest developments around AI across wealth in 2026 and beyond.
For Wealth Managers
This event is free to attend.
For TWM Members
For paid tickets, these are available at a 50% discount for TWM Member firms. The discount code is available via your membership manager.
For non-TWM Members
For paid tickets, an early bird rate for 15% off is available until the end of May. The discount is code TWMEarlyBird15.
Disclaimer:
This event is exclusively for wealth managers and others around the industry, such as technology vendors and consultants. Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
Agenda
🕑: 08:30 AM - 09:00 AM
Arrivals & networking
🕑: 09:00 AM - 09:05 AM
Opening from The Wealth Mosaic
Host: Stephen Wall, Founder, The Wealth Mosaic
Info: A short introduction to the event and the topic from The Wealth Mosaic's Founder, Stephen Wall.
🕑: 09:05 AM - 09:25 AM
Keynote: A view into the role of AI in wealth in 2026 and beyond
Host: Mark Trousdale, Pr. Eur & Ch Growth Officer, Communify
Info: A keynote presentation on the role and status of AI in the UK wealth management space today and into the near future.
🕑: 09:25 AM - 09:45 AM
From Algorithms to Intelligence in stock selection
Host: Patrick Armstrong, CIO, Plurimi
Info: In this presentation, Partick Armstrong, CIO of Plurimi will present on Artificial Intelligence no longer being a future concept in investing. It is actively transforming how portfolios are built, risks are assessed, and decisions are made.
He will cover a brief history of AI, from early rule-based systems to machine learning, deep learning, and large language models, and how AI is challenging traditional investment frameworks and redefining what is possible in portfolio construction.
He will also compare and contrast Machine learning vs Generative AI.
Generative AI has captured people’s imaginations, but at this point he believes that LLMs are more confident than competent at complex tasks, and thus create fiduciary risks.
🕑: 09:45 AM - 10:30 AM
Panel: All aboard the AI train: engage, deliver, succeed
Host: Soufiane Hamri, CEO & Founder, Patrimeum
Info: This panel will look into the details of where the 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 have in place to deliver AI, both from a technology perspective, but also non-technology. The panel will also consider where this is taking us.
🕑: 10:30 AM - 10:45 AM
Coffee break
🕑: 10:45 AM - 11:35 AM
Demos: Five AI-focused technology impact demos
Info: Slots for five technology demos, each focusing on how they deliver an AI offering into some area of business requirement for a UK wealth management business. Each demo has ten minutes.
🕑: 11:35 AM - 11:55 AM
Case study: An AI deployment case study
Info: A case study looking at where and how AI has successfully been deployed within a wealth management organisation.
🕑: 11:55 AM - 12:30 PM
Networking time: drinks & lunch
Info: 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.
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00 to GBP 542.41
