Here is our updated schedule for feature themes for the next 12 months.
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.
The editorial team will continue to see how ideas are being 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.
Some themes are so ubiquitous, such as ESG investing, that we aren’t specifying a particular month to examine them. In the case of ESG ideas, we welcome contributions and comments, of course.
If readers think there are topics that cry out to be given editorial treatment, but don’t appear here, then please don’t hesitate to get in touch with us. To contact the editorial team: email firstname.lastname@example.org and email@example.com
How digital assets such as bitcoin and the blockchain tech behind this continues to affect wealth management and financial services, such as handling data, back-office functions, and which financial centers/jurisdictions are making a particular impact. Because August is a vacation month we will not confine attention on the topic to this month.
A look at international financial centers and the shifting fortunes of this sector. We are interested in talking to IFCs, which are not always in the public eye, and are keen to speak to practitioners particularly in regions such as the Middle East (GCC member states such as the United Arab Emirates, for example), the Channel Islands (Guernsey and Jersey), the Caribbean and Mediterranean (Malta, Cyprus, Monaco, Gibraltar and Israel, among others). How are IFCs positioning themselves at a time when major countries are trying to fix a floor for corporate taxes, for example? Will the assault on privacy over beneficial ownership remain a challenge?
How private banks remain relevant to the younger generation (ideas about branding, marketing, client segmentation, concierge and new offerings outside finance, sourcing clients, etc)?
We look at philanthropy, as this usually coincides with the “Giving Season” in countries such as the US. Impact investing, which is often closely allied with philanthropy, will also be a focus. The editors are interested to know how wealth advisors are working with HNW philanthropists, what sort of challenges they face, how they are managing assets to ensure coffers don’t run dry, and governance matters.
Because of the seasonal holidays there will not be a specific theme. December is often a chance to write about luxury goods and services and to continue writing about philanthropy.
As the New Year gets under way, two years from the onset of the COVID-19 crisis, this is a good time to ask asset and wealth managers about how they advise clients about forces such as inflation, the hoped-for upswing in the global economy. We want to talk to lots of asset allocators and fund buyers about what their clients seek.
This month will be devoted to technology. One area is how the world of digital assets, and the distributed ledger technology that underpins those assets, continues to evolve and affect wealth managers’ business. There is more to this than bitcoin; we can examine how these technologies affect privacy, pricing, efficiency, regulation and customer service. Besides this, we will continue to look at how wealth managers use technology to improve clients’ experiences, prospect for new clients, develop more loyal clients and anticipate movements in wealth and client circumstances.
A look at the family offices sector, and what family offices are up to around the world – ideas on best practice, benchmarking performance, remuneration of non-family staff, examining governance, managing conflicts, the kind of services being outsourced and those being undertaken in-house, and regulatory worries.
Training, HR matters, talent management, what firms are doing to bring in the next gen, and the role of business schools and academies. Is wealth management appealing to young adults as a career or is it a turn-off? Different approaches in various parts of the world.
The team intend to run interviews with chief investment officers about their views, experiences on investing in the past, what lessons they learned and how to frame clients’ expectations. Topics will include new ways of thinking about asset allocation and the role of private markets, etc.
To be decided. We may possibly take another look at how technology and wealth management intersect.
To be decided.