About this site

WealthBriefing is the global daily news and analysis service for our extensive and valued network of users.

Since 2005, WealthBriefing's network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes.

WealthBriefing is truly global news service with sister publications WealthBriefingAsia and the North America based Family Wealth Report reflecting the global nature of the wealth management industry and its client base.

Members of the WealthBriefing Network full access to WealthBriefing’s huge database of almost 200,000 articles and news going back to 2001.

Our dedicated international editorial team produces the publication of record for the global wealth management industry as well as breaking exclusive and essential news for this fast moving sector.

  • Strategic and structural changes across the private banking and wealth management sectors
  • Evolving business models and how technology can enhance the client experience and improve profitability
  • How to leverage digital delivery
  • Cybersecurity and data management
  • What clients are looking for in wealth managers
  • Results and performance metrics
  • Mergers & acquisitions in wealth management
  • People moves and profiles
  • The challenges of servicing families and family offices
  • Asset management and allocation - new products, performance and structures
  • The compliance challenge, including data protection, AML, KYC and suitability
  • Tax, estate planning and legal issues for the high net worth community
  • Updates on luxury goods and services

Group Editor Tom Burroughes and his extensive editorial team are supported by a high profile and distinguished editorial board. They ensure that nothing is missed and only the most useful and important issues are brought to your attention.

Publisher Stephen Harris has over 30 years’ City experience as a financial journalist, publisher and private client investment manager.

WealthBriefing is published by ClearView Financial Media with over 20 years’ experience of providing information to the international financial services sector.

Latest Comment & Analysis

Compliance
23 February 2026

ANALYSIS: “Ground-breaking” Swiss-UK Financial Pact – How Will It Boost Business?

In this feature, we talk to a variety of firms and organisations about the Berne Financial Services Agreement which is now in force, and what it means for banks, insurers, wealth managers and others.  ...

Alt Investments
18 February 2026

ANALYSIS: Evergreen Funds: Should Investors Be Wary? – Part 2

We continue to examine the pros and possible cons of evergreen funds for private markets, and the circumstances around their ascent. ...

Alt Investments
17 February 2026

ANALYSIS: “Evergreen” Private Markets Funds; Should Investors Be Wary? – Part 1

This is the first article in a two-part feature that examines the rise of “evergreen” funds in private market investing, their appeal, the risks and the challenges in managing them.  ...

Strategy
9 February 2026

ANALYSIS: Understanding Geopolitics To Gain Wealth "Alpha"

In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...

Family Office
22 January 2026

ANALYSIS: Family Offices In Motion – London's Challenges, Widening Office Footprint

This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners and domestic UK citizens; the ways that international centres are sharpening their ...

ESG
3 December 2025

EXCLUSIVE: The Positive Side Of COP30 – Edmond De Rothschild AM, Gresham House

After the 30th United Nations Climate Change Conference (COP30) in Belém, Brazil, which took place from 10 to 21 November, Jean-Philippe Desmartin at Paris-based Edmond de Rothschild Asset Management and Olly H...

Latest News

Market Research
6 March 2026

High Net Worth Individuals Holding More Cash – UK Survey

Cash is taking on a more prominent role in high net worth portfolios, with advisors reporting a clear shift in clients' attitudes to cash within their overall finances, according to new research from Flagstone a...

Strategy
6 March 2026

ANALYSIS: Women's Progress, Challenges In Wealth Management Parity

We take a look at different ways that women intersect with wealth and finance, what progress there has been in relation to men – and what needs to be done, and where there has even been a regression. This is p...

People Moves
6 March 2026

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Nomura Asset Management

The latest moves, appointments and personnel changes in wealth management for the UK, rest of Europe, Middle East, and select international jurisdictions. ...

People Moves
6 March 2026

Allianz GI Names New APAC Distribution Head

The appointee, who will be joining from Citi Wealth, has worked in the wealth sector and related areas for more than three decades. ...

Investment Strategies
6 March 2026

EXCLUSIVE: Emerging Markets Resilient To Middle East Conflict

After joint US-Israeli attacks on Iran over the weekend sparked a conflict, causing oil prices to surge, investment managers discuss the impact on emerging market assets. ...

Alt Investments
5 March 2026

What's New In Investments, Funds? – Fasanara Capital, IFC

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...