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
19 September 2025

From Cryptos To Singapore’s COSMIC World – New Frontiers In Compliance

This news service discusses establishing sources of wealth, the challenge of cryptos in a market dramatically changed by the current US administration, suspicious activity reports (SARs), and more. ...

Strategy
1 September 2025

Swapping Singapore For London – Reflections From Lombard Odier's Vincent Magnenat

A senior private banker for Lombard Odier, working for many years in Singapore, has made the move to the rather more heavily taxed location of London, but one from which he sees plenty of opportunities for growt...

Wealth Strategies
27 August 2025

BNY Investments Insights On Global Credit Markets

Here is a new offering from BNY Investments in conjunction with this publication. ...

Wealth Strategies
31 July 2025

Spotlight On Rise In Guernsey’s Private Wealth, South Africa Connection – FNB

As First National Bank celebrated its 10-year milestone in Guernsey and unveiled a new office this week, dignatories and senior FNB executives gathered to highlight the importance of offshore banking, the growin...

Asset Management
7 July 2025

Index Investing Has A "Reconstitution" Problem: How To Fix It

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...

Tax
1 July 2025

Non-Dom Businesswoman Voices Anger, Plans Exit As UK Rules Change

We talk to a businesswoman, TV personality, academic and author about her annoyance, and frustrations, about the changes to the non-domicile system, and what she thinks needs to be done instead to attract tax re...

Latest News

Compliance
9 December 2025

UK Vows Further Squeeze On Dirty Money

In a wide-ranging document setting out proposals, and reiterating why the fight against dirty money is important, the government is casting its net over fields as varied as UK-related offshore centres to the wor...

Investment Strategies
9 December 2025

Blend Of High-Growth Tech, Defensives Makes Sense For 2026 – Wealth Managers

A common theme appears to be a need for diversification across sectors. ...

New Office
9 December 2025

Forsters Opens Abu Dhabi Base, Focuses On Private Wealth

As regularly noted here, the law firm's expansion into the Gulf region is part of a wider trend of such businesses eyeing the opportunities it sees in this area. ...

Surveys
9 December 2025

Investors Press "Pause" On Risk In Nervous November – State Street

Political dramas in Washington, concerns about valuations of AI-linked tech stocks and a shift from concentrated positions meant that there were few big risk changes last month. ...

New Products
9 December 2025

FAB, Amundi Expand Investment Solutions Across Gulf

Along with many other firms that have been increasing their presence in Dubai and neighbouring Abu Dhabi, First Abu Dhabi Bank and Amundi have entered into a partnership to increase their presence across the Gul...

Strategy
9 December 2025

Edmond De Rothschild Seeks To Wow Nautical World – Again

The private banking dynasty's enthusiasm for such yachts goes back to 1875. Also, in current garb, the yacht is a great way to spread its brand and associate with ideas around technology, design and competition....