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

Strategy
27 July 2026

ANALYSIS: The Evolving, Widening World Of Concierge

Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...

Legal
24 July 2026

OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality

Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand.  ...

Strategy
15 July 2026

The Latin America Wealth, Commercial Opportunity – The View From Vistra

Vistra has launched a new business unit for the Latin America market, and this news service recently interviewed the executive appointed to lead it. ...

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...

Latest News

Uncategorised
7 August 2026

Lighthouse Canton Says It Successfully Closed India Private Credit Investment

The Singapore-headquartered firm said the deal demonstrates how it provides bespoke financing solutions for Indian businesses. ...

Investment Strategies
7 August 2026

Tech, AI Continues Driving Equities Despite Challenges - Pictet, Others

Despite continuing market volatility and geopolitical tensions, a number of wealth managers believe that equity markets have further to run thanks to strong earnings, resilient economic growth and continued inve...

Financial Results
7 August 2026

DBS Net Profit Rose 9 Per Cent In Q2 2026; AuM Over S$500 Billion Mark

One of the "big three" domestic banks headquartered in Singapore reported Q2 financial figures for 2026. The CEO spoke of the important contribution from the wealth management side. ...

Financial Results
6 August 2026

Commerzbank Almost Doubles Q2 2026 Net Profit As UniCredit Grip Tightens

Among the details, Germany's second-largest bank said it plans a €1.2 billion share buyback and aims to return total capital of about €3.2 billion this year. ...

People Moves
6 August 2026

Franklin Templeton Makes Senior Appointments To Accelerate Growth

The senior appointments will bolster the investment manager’s global product, exchange traded funds and Asia Pacific capabilities. ...

New Products
6 August 2026

What’s New In Investments, Funds? – Ascot Lloyd IM, BlackRock

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