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

People Moves
24 October 2025

Julius Baer Names Middle East Chief Executive

At Julius Baer for nearly two decades and in the financial sector for more than 26, the new appointee takes the helm at a bank that says Dubai is "central" to its regional and international strategy. ...

Legal
24 October 2025

Withers Acts For Affected Credit Suisse Bondholders

Legal action continues over whether the the parties involved in wiping out the AT1 debt of Credit Suisse acted beyond their legitimate scope. The AT1s were designed after 2008 as ways of absorbing European bank ...

Financial Results
24 October 2025

Motor Finance Remediation Cost Hits Lloyds Banking Group's Q3 2025 Profit

UK banks have been working out how much they need to set aside to cover the motor finance commission saga that has played out over a number of years. Lloyds Banking Group is the latest to spell out the likely ef...

People Moves
24 October 2025

Who’s Moving Where In Wealth Management? – Brown Advisory, Evelyn Partners, Quanta Group

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

People Moves
24 October 2025

B2PRIME Group Names Chief Revenue Officer

B2PRIME serves banks and regulated financial institutions, global asset managers, hedge funds, proprietary trading firms, family offices, and other professional counterparties. ...

People Moves
24 October 2025

Bank Of Singapore Brings Back Senior Figure For Global South Asia Role

The newly-appointed figure has more than two decades' experience in private banking and asset management. ...