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
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...

Investment Strategies
11 November 2025

How Family Offices Should Address Private Markets When Valuations Are "Stretched"

Amidst all the enthusiasm for private markets and sectors such as AI is the undeniable point that in parts of the market, valuations present a challenge for wealthy investors. There is an air of caution in the m...

Investment Strategies
3 October 2025

Bankers Fear "Bitcoin Treasuries" Are An Accident Waiting To Happen – Here's Why

Regardless of what the latest tech or investment enthusiasm is, a danger that goes back centuries is imprudent leverage. An investment firm focused on digital assets and cryptocurrencies flags a concern about th...

Investment Strategies
26 September 2025

Wealth Managers Use Derivatives, Hedge Funds To Manage Volatility

Continuing our look at ideas on asset allocation and the approaches wealth managers take, we examine the use of hedging tools to manage risk, as well as a set of broad themes that have emerged this year. ...

Latest News

People Moves
24 February 2026

Who’s Moving Where In Wealth Management? – Union Bancaire Privée, Evelyn Partners, Kingsley Napley, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...

Alt Investments
23 February 2026

We're Not Halting Investor Liquidity In Debt Fund

The episode plays to concerns on what the limits should be about opening the private credit asset class to a wider universe of investors. ...

Client Affairs
23 February 2026

Trump Imposes New 15 Per Cent Tariffs After US Supreme Court Ruling – Wealth Managers React

After the Supreme Court ruled on Friday that US President Donald Trump’s administration using the International Emergency Economic Powers Act (IEEPA) to impose broad-based tariffs exceeded its statutory author...

Tax
23 February 2026

Inheritance Tax Receipts Jump Again – Wealth Managers React

After HM Revenue & Customs inheritance tax receipts showed another jump in the first 10 months of the 2025/26 tax year, compared with the previous year, wealth managers discuss the impact and suggest ways of mit...

Statistics
23 February 2026

Global Securities Class Action Cases Yielded Lower Payouts – Broadridge

The way that class action cases’ settlements are handled is a process that forms part of the “plumbing” of the financial world. The sheer size of payments involved means that private client advisors, wealt...

Technology
23 February 2026

Eton Solutions Launches Direct-To-Consumer Offering

Besides its US headquarters, Eton Solutions' geographic footprint includes locations such as Singapore and the UAE. ...