This news service”s forward features calendar for 2025 is a taster – an invitation to our readers to keep us on our toes about what topics matter to you.
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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 are
bubbling under the surface.
Major news events might mean that we will have to revise this
calendar – as has happened with Covid and Russia’s invasion of
Ukraine. As always, we rely on our readers to keep us informed
about what topics are important to them, so please email the
editors:
[email protected]
and [email protected]
General themes
ESG investing has been a major topic, if not quite as ubiquitous
as before. There is a broadening of how this area is covered,
such as more focus on “S” (society) and “G” (governance, such as
shareholder accountability, disclosures, role of analysts in
covering firms, etc).
Artificial intelligence in all its various use cases is also a
theme so large that it will be on view throughout the year.
Digitalisation of the wealth management value chain remains a
dominant area.
“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, for example – an area we intend to
continue. The world is a volatile place and private bankers and
their clients travel a good deal, for example. This creates risks
to navigate.
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 them.
January 2025
The start of the year is typically a chance to make forecasts on
what wealth managers think clients should do with their money. We
want to hear from wealth and asset managers, advisors and private
banks, on what they think clients should be doing. Contrarian or
specialised ideas are welcome. As important to asset allocation
is asset location – the tax, structural and jurisdictional
angles. With taxes rising in some countries, the implications are
significant.
February
Yes, AI remains a central, fascinating area. While we look at the
topic all year around, the editorial team want to explore in more
detail what sort of use cases in wealth management are gaining
ground and why: risk management, cost and efficiency,
personalisation. The team is keen to hear from firms of all kinds
how they are putting AI to work, and what “success” looks like.
Away from AI, we will look at the continued digitalisation of the
value chain; and how tech is necessary for bankers and advisors’
training. For example, what are the HR and training angles on
tech?
March
Jurisdictions in flux: With countries such as the UK hiking taxes
on HNW individuals, this puts other centres in the frame. While
some media hype can exaggerate changes, we want to look at which
countries and jurisdictions are succeeding in the war for capital
and talent. What are they doing? How are these places competing,
and in some cases, co-operating? Regionally, we will try to see
which countries in North Asia and Southeast Asia are developing
wealth management competitive edges. In North America, there is a
chance to examine the specific states within the union that
operate as trust/corporate hubs: Delaware, South Dakota, New
Hampshire, etc. In the UK, we also want to look at the impact of
the government’s latest move to curtail agriculture business
relief from inheritance tax (IHT) which has sparked protests
across the country.
April
We are planning a possible spread of stories about talent
management, recruitment and compensation at private banks, family
offices, and others. We will talk to recruiters, consultants on
pay, business schools, and organisations such as the CFA, for
example.
May
Protecting clients:
In addition to year-round coverage opportunities, we want to
explore the extent to which this sort of protective role
(physical, cyber, legal, reputational, medical, educational,
family dynamic, etc) aspect of the private advisor is changing
and evolving. Growing wealth is not enough: people want to be
protected against various harms to themselves and their
families.
June
Business models of wealth management: what forms are prospering
and what are possibly losing ground and why? Does the universal
bank, “one bank” model still rule the roost, or are “pure play”
approaches gaining? What is happening in terms of fees, alignment
of interests, the role of private equity ownership of wealth
management, etc? Have some of the big mergers (UBS/Credit Suisse,
etc) left the sector stronger or more concentrated in ways
that are problematic? A chance to talk to M&A commentators,
consultants and analysts from different regions.
July
Making independent people: A look at how achieving wealth creates
options in life – in work, social relations, play and investment.
To what extent should private client advisors and wealth managers
think that their role is to make it possible for clients to
flourish and achieve freedom of action. We can explore the role,
for example, of “wealth coaches” and advisors who work with
clients in setting their goals, helping with wealth transfer and
handling the responsibilities that come with wealth and business.
August
No events scheduled.
September
Asset allocation and investment stories as people return from
their annual leave.
October
Cryptos and digital assets’ spread, talking to practitioners in
Switzerland, the US, the UK, Singapore, the GCC, and other places
– finding out about regulatory developments, who is doing
interesting things and how far this technology is changing wealth
management – or not.
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.
December
To be decided.
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