UK MPS: Talking Technology
About this Event
Join us again at in London on September 29th from 8.30 am to 1.30 pm as we dig into the role technology can play to further enable growth and increased efficiency across the UK's Model Portfolio Service (MPS) market.
Brought to you by (TWM), this will be the second event as part of our broader UK MPS Project (see introduction to the project below), and will focus on the critical role technology plays in the effective and efficient delivery of the MPS model for all four parties to the model - the client, adviser, asset manager/DFM and platform.
Mixing presentations, a panel or two, and technology demos/presentations, the event will cover:
- The role technology plays today
- Its strengths and weaknesses
- The areas where technology must focus and improve
- A future view of what is possible
The UK MPS market has witnessed significant growth in recent years, and this is set to continue over the next five years. This reflects the unique position of the model at the intersection of client, advisers and product provider needs. But there is no escaping that the sector is weighed down by a lack of technological capability and connectivity. As the UK MPS evolves and becomes more complex, the manual effort required to maintain the models across platforms and buyers is becoming untenable. The industry must further embrace and find technologies better that support their needs, or growth will either be curtailed or hugely inefficient.
The MPS space might be the perfect meeting point of manufacturing and distribution, but its technological backbone is weak. This event will focus on where it can add and find strength.
We invite participants in the marketplace to join us to discuss the role of technology in meeting the needs and goals of the fast-growing and dynamic UK MPS marketplace.
TWM UK MPS Project
This event is part of our broader UK MPS Project, which we first announced at our previous event in May 2026 (UK MPS: A View into the Future). The project will mix outputs, including a market overview report, an annual research study, ongoing panel, demo, networking, and roundtable events focused on relevant aspects of this market segment, a variety of supporting is the start of a wider project from TWM and its partners mixing elements of our online directory and content resource, research, content, reports and events
See an overview of the .
Sponsorship opportunities
If you are interested in sponsoring this event or the wider project, please email Stephen Wall at [email protected] for more details.
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 until the end of July. The discount is code TWMEarlyBird10.
Disclaimer
This event is exclusively for participants in the UK MPS marketplace, including advisers and DFMs, both of which can attend for free, and technology, consultants and other firms that can attend for a fee. Access to the event is available on a first-come, first-served basis. Tickets are charged and 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 an adviser or DFM, we will ask you to change your ticket to a paid ticket.
If you are not involved in the UK MPS market, or you don't provide us with the level of information we need to confirm your ticket, we reserve the right to cancel your ticket order.
Agenda
🕑: 08:45 AM - 09:15 AM
Arrivals & networking
🕑: 09:15 AM - 09:30 AM
Event & Project Introduction from The Wealth Mosaic
Host: Stephen Wall, Founder, The Wealth Mosaic
Info: Our Founder, Stephen Wall, will welcome you to the event and explain what to expect, and then run attendees through The Wealth Mosaic's project plan for the UK MPS space.
🕑: 09:30 AM - 09:55 AM
Keynote: The Technology Landscape Today and into the Future
Info: An overview of the technology landscape, tools, capabilities, needs, challenges and opportunities at play within the UK MPS marketplace today and looking forward.
🕑: 09:55 AM - 10:40 AM
Panel: Discussing the Technology Landscape Today and into the Future
Info: A panel of industry participants digging into the details of the technology landscape around the UK MPS marketplace, considering its needs, the operational and technology challenges it faces, the tools and technology capabilities that exist to support the market, plus the opportunities that the market can access through the further development of the model and the infrastructure that underpins it.
🕑: 10:40 AM - 10:55 AM
A Quick Coffee Break
🕑: 10:55 AM - 11:35 AM
Demos & Presentations: Technology Tools to Consider
Info: Forty minutes for four technology vendors to present and/or demo their solutions for the UK MPS marketplace.
🕑: 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 UK MPS process and/or specific client.
🕑: 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 the UK MPS market
Info: A private lunch and opportunity for advisers and DFMs to further discuss their needs and focus on the technology that supports the MPS process.
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00 to GBP 542.41
