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

Asset Management
14 October 2021

Cultural Shifts Driving Alternative Lending Growth

More investors are tuning into direct lending and leasing strategies as a way of gaining steady returns and directing their investments into essential UK services. ...

Offshore
12 October 2021

Gulf Jurisdictions Flex VC Muscles, Attract Wealth Inflows

We talk to Apex Fund Services in the Gulf region about what trends it sees playing out in jurisdictions such as the UAE and Bahrain, among others. ...

Art
7 October 2021

Art's Courtship With Non-Fungible Tokens: The Legal Territory

Art is subjective, designed to test boundaries and spark conversations, and NFTs have undeniably delivered on both those fronts. Legal specialists examine the rise of the phenomenon and explain a number of legal...

Real Estate
6 October 2021

Making Offices Hygienic - How Pandemic Affects Business

Some financial sector firms want staff back in the office, some are moving to a hybrid model and in the case of PwC recently, allowing all staff in certain roles to work remotely. Regardless, there's a need for ...

Technology
5 October 2021

Towards Optimal AI-based Wealth Management - Study

This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world. ...

Offshore
4 October 2021

Offshore Centres Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy. ...

Latest News

Company Profiles
18 October 2021

Adding More Tools To The Box: Cairn's Purchase Of Bybrook Capital

Covering all aspects of the credit cycle, taking into account rises and falls in markets and potentially tougher economic conditions, makes strong wealth management sense. This is particularly the case in the Eu...

Reports
18 October 2021

Consumer, Wealth Management Net Revenues Shine At Goldman Sachs

The US firm's wealth, consumer business now accounts for 15 per cent of total revenues. They grew at a rapid pace in the third quarter of this year. ...

Investment Strategies
18 October 2021

T Rowe Price Remains Cautious On Stocks, Flags Inflation Risks

One of the world's largest investment houses says it takes a mildly negative view of the stock market, with moderating growth and central bank action factors behind this view. ...

Reports
18 October 2021

Wealth Revenues Jump At Morgan Stanley

Among the stand-out features of the data were that net new asset inflows equated to a 10 per cent annualised growth rate. ...

People Moves
18 October 2021

UK Starts Search For New Regulatory Chair

Appointed for a five-year term, the chairman of the FCA has been at the helm during a tumultuous period for financial markets. ...

Alt Investments
15 October 2021

Brevan Howard Gets $3 Billion Of New Investor Cash - Report

The firm's flagship fund made strong returns in 2020 in what were tumultuous times for global markets amidst the pandemic. ...