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

Surveys
15 October 2026

Longevity, Health Spans And Wealth In Motion – In Conversation With Manulife

As part of a series examining the work of life insurers for affluent and HNW clients in Singapore, we talk to a senior executive at Manulife about its recent research and the implications. ...

Emerging Markets
14 October 2026

Opportunities, Hurdles In Serving Emerging Europe's HNW, Ultra-HNW Clientele – Deutsche

In a sector where client preferences and needs are as varied as in private banking, the complexity level goes up another gear in certain countries in the Balkans, Greece, Turkey and Israel. We recently talked to...

WM Market Reports
14 October 2026

ANALYSIS: Asia’s Life Insurers Flex Wealth Management Muscles

This news service takes a look at Singapore's life insurance market and the views, activities and strategies that come into the wealth management space. Here is the first in a series. ...

Strategy
26 August 2026

ANALYSIS: As Firms Open Offices, Secure Licences, Gulf Wealth Sector Is In Confident Mood

While it has been hard to ignore the geopolitical challenges, there has been a steady flow of stories about wealth managers, advisory firms and banks establishing offices, entering alliances and opening offices ...

Uncategorised
6 August 2026

ANALYSIS: Healthcare, Emergency Medicine's Concierge Appeal

The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...

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...

Latest News

Financial Results
22 October 2026

Barclays To Cut Around 5,000 Jobs, Says Q3 Profit Rises

While the bank, in its statement today, did not explicitly give AI adoption as the prime driver of the change, the announcement is an example of how this technology affects the industry. ...

M and A
22 October 2026

UBS Takes Minority Stake In India’s 360 One WAM

The move indicates how India’s rise as a wealth management market is attracting international players. ...

Financial Results
22 October 2026

Northern Trust Third Quarter Net Income Rises 40 Per Cent, Wealth Fees Rise

The Chicago-based bank’s wealth management fees rose 9 per cent to $611.5 million, led by a 16 per cent rise in Global Family Office fees, as AuM reached $1.963 trillion. ...

Surveys
22 October 2026

Advisors Accountable For Investment Governance Despite Outsourcing – Raymond James

New Raymond James research finds financial advisors shoulder responsibility for client outcomes, governance and oversight, despite adopting outsourced investment solutions. ...

Tax
22 October 2026

UK BUDGET PREVIEW: Little Relief In Sight For HNW Clients

This publication considers what the UK finance minister, John Healey, might announce in parliament next Wednesday when he delivers his first Budget statement. ...

M and A
22 October 2026

Canaccord Genuity In Talks With Consortium To Sell UK Wealth Arm – Media

The report, if true, adds to a pattern of overseas buyers looking to acquire wealth management operations in the UK. ...