UK WealthTech Vendor Forum, December 2026
About this Event
We're pleased to host our second UK WealthTech Vendor Forum in 2026. With the aim of bringing together members of the UK's fast evolving WealthTech ecosystem, the event will as always be built around education and insight, networking and community development.
The event will include:
- , CEO of BWC Benchmarking, will look at the evolution of spend in technology over the past ten years across the UK wealth management sector.
- A panel of technology vendor executives sharing their perspectives on the opportunities and challenges they face in the UK and other wealth management markets and how they manage those in their businesses
- A view into our programme of activities for 2027
- Significant time and opportunity to network with fellow attendees, catch-up, share thoughts on what you heard during the sessions, and geberating new contacts for your business
About the UK WealthTech Vendor Forum Series:
Hosted in London, each edition of the forum will deliver a mix of educational and learning opportunities, a consistent mechanism for developing new and existing relationships, a chance to share experiences and engage in business-relevant discussions among peers, and an opportunity to generate a collective WealthTech vendor community.
For TWM Members
For those working for TWM Member firms, tickets are discounted by 50%. A discount code is available via your Membership manager. Tickets are available on an individual event basis, as an annual membership to attend each of the four forums, for individuals or firms.
For non-TWM Members
Early bird tickets are available at a 25% discount until the end of October 2026. The discount is code TWMEarlyBird25.
Disclaimer:
This event is exclusively for technology and related vendors serving or targeting the UK wealth management industry. Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
Agenda
🕑: 05:00 PM - 05:45 PM
Arrivals & Networking
🕑: 05:45 PM - 05:50 PM
Introduction & Welcome to the UK WealthTech Vendor Forum
Host: Stephen Wall, Founder, The Wealth Mosaic
Info: Stephen Wall, Founder of The Wealth Mosaic, will open up the event and introduce the focus of the event to attendees
🕑: 05:50 PM - 06:10 PM
The State of UK Wealth Management 2026
Host: James Brown, CEO, BWC Benchmarking
Info: Using data from BWC Benchmarking’s in-depth annual survey of 159 UK wealth management firms, James Brown, CEO of BWC Benchmarking, will share an update on the key business performance trends for the industry. He will outline key benefits as to why firms are now spending record levels on technology, and why this is now a necessity as firms struggled with low organic asset flows and high pressure on margins.
🕑: 06:10 PM - 06:55 PM
WealthTech Leaders: Navigating A Changing Industry in 2026-2027
Host: Steve Dyson, Managing Director IAWMC
Info: A panel of WealthTech executives discussing the dynamics they face around the UK and wider wealth management sector. They will discuss what the industry needs from vendors, the challenges they face in accessing, serving and remaining relevant to the market, the opportunities they see in the market and how to access them, and the areas of change that are changing the dynamic between vendors and buyers.
🕑: 06:55 PM - 07:15 PM
The Consultants' View: What to Expect in UK Wealth in 2027
Info: A view from a leading industry consultant on what to expect from the UK wealth management industry in 2027.
🕑: 07:15 PM - 09:00 PM
Networking: Drinks & Nibbles
Info: Learning time is over. Now it's time to chat with your fellow attendees, to catch up, share insights, updates, opportunities, challenges, ideas and more. Over drinks and canapés.
Where is it happening?
Event Location & Nearby Stays:
GBP 180.00
