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

Offshore
28 October 2026

ANALYSIS: A New "Golden Visa" – The Argentina Version

Argentina has introduced a citizenship-by-investment programme, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to ad...

Technology
26 October 2026

ANALYSIS: Removing AI Gender Biases In Wealth Sector

Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...

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. ...

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. ...

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...

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 ...

Latest News

People Moves
13 November 2026

After Nvidia’s CEO Resigns, Investment Managers React

After Jensen Huang, CEO of tech giant Nvidia, quit yesterday, wealth managers discuss the impact on the firm and the broader effect on the global AI trade. ...

New Office
13 November 2026

Arton Capital Opens Zurich Office

Arton Capital said it is hearing calls for more help on residence and citizenship options at a time of geopolitical volatility. ...

Surveys
13 November 2026

Advice Helps Britons Overcome Financial Indecision – St James's Place

Latest research published by St James's Place shows that many Britons report emotional or financial consequences from delaying money decisions, including stress, missed opportunities to save or invest, and poten...

Real Estate
13 November 2026

Pictet Alternative Advisors Goes Hunting For European Real Estate Gems

With forces as varied as AI, changes post-Covid, interest rate rises and other forces pushing property markets in different directions across the UK and mainland Europe, the firm argues that it puts the case for...

People Moves
13 November 2026

Rothschild & Co Appoints Group CTOO From Lombard Odier

The newly-appointed figure has more than 25 years' experience in financial technology in Europe and Asia in fields such as private banking and wealth management. ...

Emerging Markets
13 November 2026

ANALYSIS: Is It Time To Start Loving India’s Equities Again?

The country’s equity markets have underperformed significantly versus peers in the past 12 months as factors such as surging oil prices have taken a toll. Is it time, however, for the underlying growth story t...