Strategy
Forward Features Schedule For 2026

This news service's forward features calendar for 2026 sets out what the editorial team will be looking at in coming months.
The forward features calendar for 2026 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.
Digitalization 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 with investment houses increasingly developing private wealth management offerings. To a varying degree, 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 watch areas 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 professionalization 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. In the US, we like to see if specific states are trying to compete for their favor.
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 for this month – as well
as throughout the year – is private markets. 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 way these funds are used 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 about 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 has implications for 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 continue 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’d like to see 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 dealings with 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
services – talking to those firms advising people and working
with them in areas such as 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 diversifying. Away from the marketing spin around some
financial centers, we would like to examine places that
might be overlooked and are worth more attention. It would be
good to have comments about the risks as well as the
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 the
tax issue compliantly, etc. A number of developed countries such
as the UK and France are imposing higher taxes on wealthy people
– where are they going?
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.