About us
WealthBriefing is the premier news, features and information source for the global wealth management sector. Areas of coverage include:
- Strategic and structural changes across the private banking/wealth management sector
- Mergers & acquisitions in wealth management
- People moves and profiles, including analysis of compensation packages
- The increasing importance of family offices
- Fund management - new products, performance and structure
- The compliance challenge, including anti-money laundering regulations and techniques
- Tax, estate management and legal issues
- Analysis for the consumer of wealth management products and services
Our premium service for subscribers provides daily news analysis emailed to you before 8.00 GMT every working day. As well as through your PC or laptop, this can also be accessed via your mobile phone.
This service also allows full access to this site’s subscriber area
which includes a database of articles and news going
back to 2001. Our Expert
View section also gives subscribers extensive insight from industry
insiders including compliance, and tax issues.
Although aimed principally at front office decision makers, WealthBriefing is
useful for everyone within wealth management organisations including middle
and back office staff. Click here to review subscriptions rates. Our distinguished Editorial
Board ensures that nothing is missed and that the needs of subscribers
are fulfilled at all times.
Publisher Stephen Harris, has 16 years City experience. He has edited
Compliance Monitor, The Money Laundering Bulletin and Fraud Intelligence
and was a director of Private Banking Executive Search Ltd. More recently
he has been compliance officer at hedge fund Currency Insight Ltd.
Andrew Deane is Sales and Marketing Director for WealthBriefing.
Andrew has over 20 years of experience in the financial sector and started
his career at UK stockbroker Vickers da Costa where he held a number of
positions in back, middle and front offices. He is widely known within
the world of wealth management and private banking.
WealthBriefing is published by ClearView
Publishing with over 15 years experience of providing information to
the international financial services sector.
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