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Updated Forward Features Schedule To June 2020

Editorial Staff, 15 July 2019


Here is our updated forward features list for 2019 running into 2020.

Below is our updated forward features list for the WealthBriefing and WealthBriefingAsia news services which runs until the middle of 2020. (There is a separate one for the Family Wealth Report publication which covers North America.) We hope this provides a useful guide to the kind of subjects we plan to explore; the list is not, however, exhaustive and anyone who wants to suggest new topics should get in touch with the editor, Tom Burroughes tom.burroughes@wealthbriefing.com and deputy editor Jackie Bennion, at jackie.bennion@clearviewpublishing.com


July/ August

Alternative investing across the whole territory, from hedge funds to real estate investing – new trends, structures (use of listed vehicles, direct investing and club deals), examining what sectors are hot and which are cooling down. Private equity, venture capital, commodities and collectibles.

Technology and the role of the advisor.
This addresses how developments such as around Big Data, artificial intelligence, etc, are helping advisors to be more effective in finding clients, retaining them, serving them and increasing their overall productivity. It would address the whole issue of is tech more a threat or help to human advisors, and look at how different parts of the wealth industry are affected.

Family offices and how this sector is evolving around the world – issues such as outsourcing, finding external expertise; managing family disputes; handling complex asset allocation mixes; bill and cash management, dealing with liquidity events, building in-house technology solutions, collaborating with other family offices, etc.

Philanthropy and giving.

Luxury goods and collectables; concierge business models; the use of luxury goods/experiences in branding, building client loyalty.


Private client legal issues in wealth management – trends such as managing intergenerational wealth transfer, divorce and family breakups, guardianships and duty of care issues (including powers of attorney); reputation management and protecting privacy; advice to high net worth immigrants around “citizenship-by-investment” programmes.

This month would see the firm draw from the annual tech & ops report, looking at issues such as developments around managing the client experience, onboarding, efficiencies, how to buy technology intelligently, etc.

Perhaps we could look at the whole field of family offices, using material from Highworth, our partner in providing data on the sector; interviews with multi-family offices, looking at growth in different part of the world, issues around outsourcing, professionalization, direct investing, governance, etc.

A month looking at international financial centres, privacy, beneficial ownership developments. The Swiss are due to roll out regulatory changes in 2020; developments around beneficial ownership in UK-linked jurisdictions are likely. There’s also bound to be some developments linked to Brexit, not just in the UK, that might need thematic coverage.

A look at impact investing, sustainability, other ideas on how to invest money for different reasons.

Talent management stories – talking to recruiters, MBA programme directors, HR bosses at banks, and others, about the changing requirements on future wealth managers, what is being done to develop new talent, deal with potential bottlenecks, etc.


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