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 can also subscribe to news services Compliance Mattersand Offshore Red and receive the annual IFC World.
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.