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.

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.

Latest Comment & Analysis

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about the insights it gleaned, and also reflected on why it gained such a large increase in responses this year. ...

Legal
31 August 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire Patton Boggs walks readers around the issues. ...

Wealth Strategies
30 August 2023

Taking A "Floating" Approach As Rates Rise

This news service talks to US-based New Mountain Capital about the benefits of holding floating-rate credit exposures and how this can work to investors' advantage when rates have been rising, as they have recen...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market dramas of recent years, ranging from failing banks to rising interest rates, create plenty of examples of behavi...

White Papers
22 August 2023

Jersey Finance Report On Digital Assets, Crypto-Currencies

A new report, published with the island's financial promotional organisation, sets out the issues in and around digital assets and crypto-currencies such as bitcoin. ...

Investment Strategies
22 August 2023

Value And Growth – Japan’s Promise And Performance

This news service recently talked to a UK-based investment house that concentrates on Japanese investments and the opportunities it sees building in the country. ...

Latest News

Alt Investments
4 October 2023

How Hedge Fund Investors Keep Composed In Volatile World

This news service talks to Sussex Partners, a UK-based business that advises institutions about hedge fund allocations. With markets often volatile at times, and recovering after the selloffs of 2022, what appro...

New Office
4 October 2023

Julius Baer Bolsters EAM Business In Dubai

Swiss private bank Julius Baer (Middle East) this week announced the setting up of a local desk in Dubai and makes senior hires. ...

People Moves
4 October 2023

Who’s Moving Where In Wealth Management? - IQ-EQ, Sienna IM, Tyndall, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.   ...

People Moves
4 October 2023

Martin Currie Names New CEO

Martin Curries makes senior hire. ...

People Moves
4 October 2023

Franklin Templeton Makes Senior Hires

California-based investment manager Franklin Templeton makes senior appointments in the UK, Europe, Middle East and Africa (EMEA) and Asia. ...

People Moves
4 October 2023

Vontobel Splits CEO Roles Under New Leadership

The firm has recruited two existing senior employees to take on the CEO role as the predecessor prepares to stand down. ...