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. ...

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...

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. ...

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

Alt Investments
9 November 2026

Equity Hedge Fund Strategies Fall In October, Hitting Sector Results – HFR

The organisation, which tracks hedge fund performance, said it is likely that the US midterm elections will keep market volatility at elevated levels, affecting how well these funds deliver in terms of returns. ...

People Moves
9 November 2026

Who's Moving Where In Wealth Management? – Lombard Odier, Quilter

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

Investment Strategies
9 November 2026

Wealth Managers Constructive On Equity Outlook, Despite Tech Selloff

After US stocks dropped sharply on Thursday, led by semiconductor and AI infrastructure companies, and as investors assessed how the US mid-term elections might hit data centre development, wealth managers react...

ESG
9 November 2026

Sustainability Phenomenon: The Fore

The latest developments in the sustainability space. ...

New Products
9 November 2026

What’s New In Investments, Funds? – Aberdeen Investments

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

New Products
9 November 2026

Indosuez WM Launches Asia Edition Of Next Generation Programme

The launch brought together a diverse cohort from many countries worldwide to cultivate stewardship and entrepreneurial vision. ...