Strategy
Forward Features For 2026

This news service's forward features calendar for 2026 sets out what the editorial team is looking at in coming months.
The forward features calendar for 2025 is not a definitive guide; it is meant to give those who engage with us an idea of which subjects we consider to be important for the foreseeable future, but there will be unexpected turns and ideas that mean we will add or adjust themes as the months go by. We rely on our readers to keep us informed about what topics are important to them, so please email the editors: tom.burroughes@wealthbriefing.com and amanda.cheesley@clearviewpublishing.com
General themes
Artificial intelligence in all its various use cases is such a
major theme that it will be on view throughout the year.
Digitalisation of the wealth management value chain remains a
dominant area. The same applies to cryptocurrencies, digital
assets and the use cases for blockchain technology.
Private market investing has become an important topic and investment houses are increasingly developing private wealth management offerings. By varying degrees, governments are making it easier for mass-market investors to gain access. There have been concerns as to how prudent that is. We intend to keep watch on issues such as liquidity, fees, client education, credit market exposures, tokenization, and more.
“Protecting the client” – we have carried many stories and guest articles about cybersecurity, physical security, reputation management, family law, using trusts and other structures, and lasting powers of attorney. The world is a volatile place; private bankers and their clients travel a good deal, for example. This creates risks.
Regarding family offices, we continue to track developments, including their increased professionalisation and expansion into new markets. We also intend to closely watch regulatory developments, and how jurisdictions such as Abu Dhabi, Dubai and Singapore, to give just three, try to attract FOs.
January 2026
The beginning of year is typically a chance to make forecasts on
what wealth managers think clients should do with their money.
Ideas about asset allocation are important. However, we also want
to hear ideas about the form in which assets are held – this is
the asset “location” side of the matter. In recent years there
has been a great deal of activity in areas such as private
markets (private equity, credit, real estate and venture
capital); gold markets, cryptos, and more. Governments’ tax
policies also affect the asset location equation. Again, we are
keen to hear views. Another topic – besides one for all year
round – is the private markets area. As discussed above, we want
to delve into the details of how private banks, wealth advisors,
trusts and family offices are managing private market exposures,
what their level of financial capabilities are, risks, tolerance
for fees, etc. Also, what "alternative investments" might have
fallen off the radar, been neglected, etc? How is the hedge fund
industry doing overall and how is the use of these funds
changing?
February
Compliance as a cost and even potential competitive advantage.
Onboarding clients can take a long time, and various scandals and
developments add to pressures. What can and should be done to
handle this? We are eager to talk to experts about tracking
sources of wealth, and monitoring risks. Technology plays a big
part. What is happening around training, handling suspicious
transactions, etc? We can examine the extra-territoriality of
regulations today, and how this creates traps for the
unwary.
March
Talent management and development. We aim to talk to firms,
business schools and other establishments about how the sector
keeps pace with demands for talent, how this is changing, what
sort of specific skills are in demand – and what might be less
so. This also affects compensation, aligning interests,
alternative approaches to recruitment, etc.
April
One area we intend to look at is how external asset managers and
non-bank wealth management firms are continuing to develop
in jurisdictions such as Singapore, Switzerland and the Gulf
region of the Middle East. In the past we have looked at
regulation and custody. This year, we would like to examine
how modern technology affects EAMs' operations, and what new
specialisms they develop to stand out from the crowd.
May
How are wealth managers progressing in their treatment of female
clients, clients from different age, ethnic and other categories
that go beyond the traditional image of the sector. There are
opportunities for business development heads and business
strategists, consultants, etc, to discuss how the sector is, so
it says, moving with the times, and where matters need to
improve. This can also touch on the recruitment and talent
management agenda (making teams more representative).
June
Before the summer vacation period, a look at luxury and concierge
– talking to those firms advising people and working with them
for example in aviation, yachts, vacation/second homes, certain
experiences, collectibles, and more.
July
Jurisdictions – which ones are growing and attracting more HNW
clients/firms and which ones need to act. Given the tax policies
of several countries such as the UK and France, there are plenty
of stories about people seeking new destinations, or to
diversify. Away from the marketing spin around some financial
centres, we would like to identify which places that might be
overlooked and are worth more attention. It would be good to have
comments about the risks as well as opportunities in certain
IFCs.
August
No specific topic
September
Protecting the client: In addition to year-round coverage
opportunities, we want to explore the extent to which this sort
of protective aspect (physical, cyber, legal, reputational,
medical, educational, family dynamic, etc) of the private
advisor role is changing and evolving. Some shocking attacks on
high-profile figures and geopolitical dramas keep this in
frame. Another, different angle is helping clients with
conditions such as cognitive decline or, to take a
different case, very young people who
inherit/receive payments before the age of financial
responsibility.
October
Taxes – a chance to talk to experts about how the tax treatment
of wealth around the world is changing, where there is real
change (for better or worse), strategies for
handling tax compliantly, etc.
November
Philanthropy articles: how using structures such as foundations
is changing and how political and cultural controversies have
affected giving to education charities (fallout from student
protests, etc), and trends in giving. As taxes rise in some
countries, such as the UK, has this affected philanthropy? What
is the role of the philanthropy advisor today, and how is it
changing?
December
To be decided.