Order from disorder: moving from fragmented data to competitive advantage

Join The Wealth Mosaic, the digital marketplace for wealth management, and Raw Knowledge, a specialist data provider and data management firm, for a focused evening discussion exploring one of wealth management’s more pressing challenges – how poor data management is holding firms back from growth, efficiency, and innovation.

Hosted at The Eight Club Moorgate, the event will introduce our new white paper, ‘Order from disorder: moving from fragmented data to competitive advantage’, produced in partnership with Raw Knowledge and containing far-reaching insights into data and wealth management, based on interviews with a range of industry experts.

Designed specifically for wealth managers, the event offers the opportunity to explore how firms are tackling increasingly complex data environments while responding to regulatory demands, client expectations, and the growing impact of artificial intelligence (AI).

This evening event taking pace from 4 PM (GMT) on the 16 April 2026 will place special emphasis on how:

· Firms are using data to enhance client understanding, segmentation, and reporting;

· Better data management can help firms meet their Consumer Duty and other regulatory requirements; and

· AI could be amplifying the risks associated with weak data foundations.

This event features industry speakers, including:

» Stephen Wall, Founder, The Wealth Mosaic

» Preya Patel, Managing Director at Raw Knowledge.

» Mark Kerns, CEO of Adapa Advisory

Don’t miss this opportunity to connect with experts and gain valuable insight into new research that will support more robust and future-ready data strategies in wealth management.

For many years, data issues in wealth management have existed quietly in the background. 79 percent of firms acknowledge that poor data quality is a pain point, and it is estimated to cost firms US$12.9 million every year on average. But although data management is broadly recognised as problematic, until now it has rarely been prioritised over more immediate operational or client-facing concerns. That dynamic is changing rapidly.

Across the industry, senior leadership teams are increasingly recognising that data quality is not simply a technology issue, but a core business capability that underpins growth, client service, and regulatory compliance.

Inconsistent or siloed data slows reporting, complicates compliance process, and limits the ability of firms to extract meaningful insights from their operations. At the same time, wealth managers are dealing with expanding volumes of data from multiple providers and internal systems – often delivered in different formats and requiring significant manual intervention to reconcile.

The emergence of AI has only heightened the urgency and created new threats stemming from poor data management practices. With the seductive power that AI offers to enhance efficiency and analytics, its dependence on a high-quality data foundation is often overlooked. Without those strong data foundations, firms risk amplifying inaccuracies, bias, and operational inefficiencies rather than solving them.

For wealth management leaders responsible for strategy, operations, technology, or client service, this event provides an opportunity to engage with peers facing similar challenges and gain practical insight into how firms are evolving their data capabilities.

Good data is no longer simply a matter of hygiene; it is fast becoming a key differentiator for wealth firms seeking to improve productivity, deepen client relationships, and unlock future growth opportunities. Conversely, firms that extensively adopt AI capabilities without first addressing their challenges in data management risk exposing fundamental weaknesses that will sap client confidence.

This London gathering aims to move that conversation forward – helping wealth managers understand not just why data matters, but how firms can start turning it into a strategic advantage.

At the heart of the event will be a presentation of the key findings from our white paper, ‘Order from disorder: moving from fragmented data to competitive advantage’, based on interviews with wealth management firms conducted in early 2026.

The research reveals that most firms are now actively pursuing a ‘single source of truth’ for their data – typically through a centralised data lake or warehouse – yet the journey to achieving that goal remains complex. Implementation challenges range from legacy technology stacks and fragmented data sources to resource constraints and the need for organisation-wide cultural change.

While progress is being made, firms are still grappling with practical questions, including:

• How to improve their own data governance
• How to capture unstructured client information effectively
• How to ensure business-wide engagement with data initiatives

With our paper setting the scene for the discussion, this event will offer attendees the opportunity to tackle these questions in person and through in-depth discussion with industry experts.

Event Venue & Nearby Stays

Eight Members Club Moorgate, 1 Dysart Street, London, United Kingdom

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