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
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...

Philanthropy
17 June 2025

New Report On Philanthropy, Ethical Investment

The state of HNW philanthropy throughout the world today – WealthBriefing's ground-breaking report is now available. ...

Latest News

Statistics
3 October 2025

Global IPO Numbers, Values Rise, But Europe Lags

Initial public offerings are important creators of new high net worth individuals, so it's not surprising that wealth managers track this data and those who benefit from a flotation. The figures show that China ...

People Moves
2 October 2025

Change At The Top Of LGT Wealth Management

The CEO has been in post at the UK-based wealth management firm for 13 years. ...

M and A
2 October 2025

Opera Agrees To Acquire Accuro, Continues Its Five-Year Plan

Opera Group has a five-year plan to acquire certain businesses, with the latest being a business that came out of an MBO in 2017. ...

Surveys
2 October 2025

Private Debt In Luxembourg Expands; EU Regulations Could Constrain Growth – KPMG/ALFI

A study issued this week via the funds industry of Luxembourg and KPMG, showed that the market for private debt is vibrant, but European regulations are set to increase constraints. ...

Surveys
2 October 2025

Wealth Managers Flag Data Quality Concerns About Corporate Bonds

An annual report examines the quality – or lack of it – of corporate bond data: a serious concern for investment managers seeking to find value in this area, and for their end clients. The study also looks a...

People Moves
2 October 2025

Who’s Moving Where In Wealth Management? – Blevins Franks, Hunters Law, Hugh James, Others

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