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
5 August 2026

ANALYSIS: Liechtenstein’s Cybersecurity Attack Part Of Global Trend

The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...

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...

Latest News

People Moves
25 August 2026

Barclays Private Bank Names MFO, External Asset Management Head For UAE

The role is an example of how intermediaries such as multi-family offices and external asset managers are important for banks as clients. ...

Financial Results
25 August 2026

Alibaba's $10 Billion Share Sale Reminder Of Hong Kong's Stock Market Vigour

The share sale adds to a pattern of a vigorous Hong Kong and wider Asian stock market, particularly around capital-raising. This trend is also an important source of new HNW individuals and can contrast with the...

Investment Strategies
25 August 2026

EXCLUSIVE: UBP Outlines Case For Frontier Markets, Emerging Market Debt

Amidst a global bond selloff and increasing geopolitical tensions, Thomas Christiansen (pictured), head of emerging markets fixed income at Swiss private bank Union Bancaire Privée, outlines the case for fronti...

Tax
24 August 2026

IHT Receipts Rise Again – Wealth Managers Offer Advice

After the UK's revenue department released latest inheritance tax receipt data, showing another increase, wealth managers react and examine ways of mitigating the impact. ...

Surveys
24 August 2026

Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank

The report from the bank found that a clear majority of women expecting to inherit have started to plan for succession, but only a minority have fully structured plans in place. ...

People Moves
24 August 2026

EXCLUSIVE: Multrees Strikes Positive Note Amid Change At The Top

There's a new CEO at the helm at the UK-based business and the firm spoke to this news service about developments. ...