UK WealthTech Vendor Forum, January 2026

Join us for our first UK WealthTech Vendor Forum in 2026, and a chance to learn, share and network with industry peers!

About this Event

Hosted at the in London, this is the first edition of the UK WealthTech Vendor Forum in 2026 from .

With a focus on market insights, this evening event will kick off the year with a look at the results of our WealthTech 2026 report and research project, a look into TWM 2.0 and our new website, plus insights from , Founder & CEO of , on the role of sales in the era of AI, and the opportunities and challenges for WealthTechs in entering and serving the US wealth management market, plus a presentation from , CEO of BWC Benchmarking looking at the evolution of spend in technology over the past ten years across the UK wealth management sector.

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 25%. A discount code is available, which has been sent to you. 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 15% discount for purchases before the end of November 2025. The discount is code TWMEarlyBird15.

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 - 06:00 PM
Arrivals & networking

🕑: 05:30 PM - 05:45 PM
WealthTech 2026: A view into the year ahead
Host: Stephen Wall, Founder, The Wealth Mosaic

Info: Stephen will welcome you to the event and run through the highlights from our WealthTech 2026 report and supporting research project. This will paint a picture of what the wealth management industry internationally is looking at for the year ahead. What is their technology and business focus? What are they doing to achieve their aims? Where are their challenges? Where do they want help from vendors? And so on. The presentation will prime attendees with insights to discuss during the networking.

🕑: 05:45 PM - 06:00 PM
TWM 2.0: What's coming next from The Wealth Mosaic
Host: Mungo Hamlet, Managing Director, The Wealth Mosaic

Info: Following a view into the industry's focus for the year ahead, Mungo will follow up with a view into what we're bringing to market in 2026. The big focus will be on the developments related to our new website, a significant upgrade and offering multiple benefits and opportunities to vendors of all forms. Mungo will also highlight what we're delivering in terms of reports, the Mosaic magazine, events, research, and more. TWM 2.0.

🕑: 06:00 PM - 06:15 PM
UK wealth management embracing technology
Host: James Brown, CEO, BWC Benchmarking

Info: Using data from BWC Benchmarking’s in-depth annual survey of over 160 UK wealth management firms, James will share an update on the evolution of spend in technology over the past ten years. He will also outline key benefits as to why firms are now spending record levels, such as its impact on front office productivity and back office efficiency.

🕑: 06:15 PM - 06:45 PM
WealthTech sales in the age of AI/WealthTech trends in the US market
Host: Wim Van Lerberghe, Founder & CEO, Advintro

Info: As AI becomes more prevalent across enterprise sales, the human qualities of connection, trust, and soft skills will only grow more essential. Far from replacing the personal side of selling, technology magnifies the importance of authentic relationships. This presentation draws on decades of front-line experience to show how sales leaders can thrive by combining the power of AI with the timeless value of human connection. Wim will also share insights into the main trends in the WealthTech market in the US from his extensive sales experience for a variety of technology vendor clients on the other side of the pond

🕑: 06:45 PM - 08:30 PM
Networking time: 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.

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