Strategy
Updated Forward Features Schedule To December 2021

Here is an updated forward features list for our global coverage. The list may be revised on occasions depending on major news events.
Here is an updated forward features list that takes the agenda up to the end of 2021. It has been adjusted partly because of the pandemic, but also to reflect other trends bubbling up in the industry.
Our 2020 calendar had to be amended to take account of how so much of the world has been upended by COVID-19. Clearly, its effects will continue to demand a place in our readers’ minds. We are, however, keen to cover areas that aren’t simply about the pandemic and its aftermath – it is important that other subjects aren’t ignored.
We also will cover certain topics throughout the year rather than focus on any one month - technology, wealth planning and the strategies of particular institutions and individuals, for example.
As always, we urge those who are interested to contact the editorial team at tom.burroughes@wealthbriefing.com and jackie.bennion@clearviewpublishing.com
January
After the traumas of 2020, the big shifts in wealth and the
likelihood of pressures from governments to tax and cut spending
to rein in massive debt, how will this affect HNW and UHNW
individuals? We take a “macro” look at the changing fortunes of
wealthy individuals and the asset allocation decisions they will
possibly need to consider.
February
A month of features/interviews about fintech, technological
developments and challenges for the wealth management
sector.
March
A focus on family offices, drawing on the insights from Highworth
Research, as well as our own interviews with practitioners in the
space. We will look at trends such as professionalization,
benchmarking, costs, outsourcing, service providers, direct
investing and governance.
April
Wealth management and HR – talent management; talking to
headhunters; how firms’ requirements are changing because of new
types of clients; shifting demographics, etc, etc.
May
What the wealth management sector is going to look like as
hopefully COVID-19 is displaced by vaccines. Will people return
to offices? Will client meetings, big presentations and investor
roadshows revert to more traditional forms?
June
An examination of regional markets within countries, such as the
wealth hotspots of the US (Florida, northeast, California, etc)
and the UK (Midlands, southwest, etc). We aim to talk to local
players, identify drivers of success, challenges and risks. Where
suiitable, we will also look at certain countries that sometimes
get overlooked or are not usually regarded as wealth hotspots
(the Low Countries, Scandinavia, Israel, Spain, etc).
July
We take another look at the technology tools that wealth managers
use, the ones that they ought to be using, and how they should
think about fintech in driving growth, onboarding and serving
Next-Gen clients, and retaining customers. We hope to glean case
studies, firms' evaluations of what technology really delivers
returns on investment, and what lessons should be learned.
August
To be decided.
September
A look at international financial centres and the shifting
fortunes of this sector.
October
How private banks remain relevant to the younger generation
(ideas about branding, marketing, client segmentation, concierge
and new offerings outside finance, sourcing clients, etc)?
November
Impact investing and philanthropy.
December
To be decided.