UK MPS: A view into the future

Join us at the in London on May 14th from 3.30pm to 7.30pm as we focus on the the fast-growing UK's Model Portfolio Service (MPS) market and, alongside industry participants, we look into technology and platform-fueled future of this market.

Brought to you by (TWM), this event 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

The UK MPS market has witnessed significant growth - with that set to continue - over recent years, a reflection of the segment sitting at the intersection of numerous industry topics/pressure points/opportunities - including cost pressures, changing regulations, the deployment of technology, the industrialisation and democratisation of investment product delivery, and so on.

With 20% plus growth over recent years across numerous measurements, the outsourcing of investment management offerings by advisers serving the mass market wealth management market (who then focus on advice and financial planning) is a structural shift that represents a permamnent shift in behaviour.

The MPS space is the perfect of manufacturing meeting distrubution and the integration of technology platforms and tools to maximise scale (and compliance with regulations).

While growth seems a given in the forseeable future, challenges remain - declining fees, increased product complexity, high operational demand and cost, growing desire for personalisation and customisation, clear requirements for significant technological advances, and so on. While the MPS market has become a clear layer within the UK wealth management marketplace, it also highlights clear evolutionary needs.

Significantly, within this event, we will also share an executive-level view on the development, status and future view of the US TAMP model.

Join us and discuss the technology-enabled future of the UK MPS marketplace.

For TWM Members

For paid tickets, these are available at a 50% discount for TWM Member firms. The discount code is available via your membership manager.

For non-TWM Members

For paid tickets, an early bird rate for 10% off is available until the end of April. The discount is code TWMEarlyBird10.

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.

Info: Stephen will welcome you to the event and run through The Wealth Mosaic's project plan for the UK MPS space.

Info: A keynote into the future of the UK MPS market.

Info: A keynote from Scott MacKillop, an executive with extensive experience across the United States' TAMP marketplace, looking into the status and development of that marketplace and what he has seen there is the prefect lesson to support the future development of the UK's MPS marketplace.

Info: Slots for three technology demos, highlighting where technology is supporting the delivery and improvement of the UK MPS markletplace.

Info: Given the content and discussion so far, we will conclude the content side of the event with a panel discussion focusing specifically on how technology can enable and support the future-proofing of the UK MPS marketplace.

Info: Find time to chat with your fellow attendees, catch up, and share insights and thoughts on the content from the event. Over drinks and canapés.

Event Venue & Nearby Stays

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

Concerts, fests, parties, meetups - all the happenings, one place.

Get App