Join us and explore the main trends, topics and some of the latest technology providers focused on the core role of portfolio management

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 The Wealth Mosaic (https://www.thewealthmosaic.com/) (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 stephen@thewealthmosaic.com 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 code is 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.

Description supplied by the event organiser.