Portfolios in Wealth 2026: UK
About this Event
Join us in London on the morning of 17 November 2026 from 8.30am to 1.30pm as we host our next Toolkit event, this time focused on the management of the modern portfolio in wealth management and the technology focus, needs, trends, and solutions available to support this core part of the wealth management marketplace.
Brought to you by (TWM), this event will engage the local wealth management market on the latest portfolio trends, developments, and market needs, offering a morning filled with relevant presentations, an executive panel discussion, and relevant technology demos that support the portfolio management needs of the sector.
We will follow the morning with a roundtable discussion over lunch, where invited participants can discuss in detail what they have heard in the morning, and work through their focus areas, challenges, and needs with their peers and a handful of technology providers.
For firms operating in an environment of increasing product complexity, growing data requirements and heightened client expectations, efficient and effective portfolio management remains one of the most important strategic capabilities within wealth management. Portfolios in Wealth 2026: UK will provide a valuable forum for understanding how the market is evolving and how technology can help firms meet the challenges ahead.
Sponsorship opportunities
If you are interested in sponsoring this event and presenting, joining a panel, running a demo or joining the lunch, please email Stephen Wall at [email protected] for more details.
For Wealth Managers
This event is free to attend.
Attendance at this event for TWM Members
For our solution provider Members, non-sponsor/participant tickets are available at a 50% discount. The discount code is available via your membership manager.
Attendance at this event for non-TWM Members
For paid tickets, an early bird rate for 10% off is available for vendors who are not members until the end of August. The discount is code TWMEarlyBird10.
Disclaimer:
This event is exclusively for those involved in the wealth management marketplace, and free tickets are only for those who work for verifiable wealth management firms. Access to the event is available on a first-come, first-served basis, and tickets are subject to approval.
If you register with a personal email and do not provide details of who you work for, we will ask for further details. If you register for a free ticket but are not a wealth manager, we will ask you to change your ticket to a paid ticket.
Agenda
🕑: 08:45 AM - 09:15 AM
Arrivals & networking
🕑: 09:15 AM - 09:30 AM
Event & Topic Introduction 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. What are the main portfolio management trends in the wealth management sector? What are the products? What are the allocations? What technologies are in the market to support the creation, design, management and reporting of the modern portfolio within the wealth management sector? Stephen will provide a global view to set the scene.
🕑: 09:30 AM - 09:55 AM
Keynote: The Portfolio Management Landscape in Wealth Management
Info: A keynote presentation focusing on the current headline themes around portfolio management in the UK wealth management space.
🕑: 09:55 AM - 10:40 AM
Panel: Discussing the Portfolio Management Landscape Today and into the Future
Info: A panel of industry participants digging into the main trends around portfolios and portfolio management across the modern wealth management landscape. The panel will be asked to look at the allocations of a modern portfolio, the products that are involved in the process, the needs firms have in building, managing and reporting on portfolios. and the role of technology in the technology they deploy and need today and into the future to manage portfolios in the wealth management sphere.
🕑: 10:40 AM - 10:55 AM
A Quick Coffee Break
🕑: 10:55 AM - 11:35 AM
Demos & Presentation: Technology Tools to Consider
Info: Forty minutes for four technology vendors to present and/or demo their solutions around the portfolio management needs of UK wealth management firms.
🕑: 11:35 AM - 11:50 AM
Use Case: A Practical Example of Technology's Benefit
Info: A presentation highlighting how a technology platform, tool or capability has benefited an aspect of the portfolio management process for a UK wealth management firm.
🕑: 11:50 AM - 12:30 PM
Buffet Lunch
Info: Time for some coffee and networking.
🕑: 12:00 PM - 01:30 PM
Private Lunch & Topic-Focused Discussion on Technology in Portfolio Management
Info: An invite-only lunch with a select group of wealth management executives discussing their focus, needs, challenges and opportunities from technology within the portfolio management area of their business.
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00 to GBP 542.41
