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

Art
2 December 2022

Fractions Of Fine Art – In Conversation With Mintus

The $65 billion-plus fine art market hasn't been an easy one to penetrate for those who aren't uber-wealthy. The "fractionalisation" trend might change that. We talk to a firm in the space. ...

Client Affairs
1 December 2022

HNW Individuals' Public Profiles Risk Reputation Threats

Social media and the constant flow of news puts HNW people under intense scrutiny. Here is an article suggesting ideas on how people can guard their reputations. ...

Compliance
1 December 2022

The FTX Collapse: The Lessons

The author of this article argues that the failures with FTX are little to do with regulation or lack of it. Without proper controls, management integrity and attention to detail, most businesses will fail event...

Legal
30 November 2022

Invisible Contracts When Moving In With A Partner

Couples choosing to cohabit should consider documenting their intentions in relation to their property and finances so both parties know from the start what their respective entitlement and rights are. ...

Wealth Strategies
22 November 2022

Does Liability-Driven Investment Have Any Place In Wealth Managers' Toolkits?

The area of liability-driven investment is a specialist approach to managing money for final-salary pension funds in the UK, the US and certain other countries. Rising bond yields and inflation, aggravated by th...

Investment Strategies
9 November 2022

Cash-Rich Firms Can Tap M&A Opportunities As Rates Rise

Companies with plenty of cash stand to benefit from the M&A opportunities that can be thrown up in the air when credit conditions tighten, as they are at present. The author of this article, a fund manager, delv...

Latest News

ESG
9 December 2022

The ESG Phenomenon: Vanguard Leaves "Net Zero" Group

The latest developments in the environmental, social and governance-driven investments and banking space. ...

Statistics
9 December 2022

Falling Markets Cut Ranks Of World's Billionaires – UBS Study

Perhaps, inevitably, the falls in equity and other markets during 2022 hit the number of billionaires around the world. ...

People Moves
9 December 2022

Who's Moving Where In Wealth Management? – Harneys, AXA Investment Managers

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

Strategy
9 December 2022

PIMFA launches New Campaign

PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has launched a new campaign. ...

Asset Management
9 December 2022

DWS Group Sets Out Performance Targets To 2025

The organisation, one of the largest asset managers in Europe, and which operates in Asia and the Americas, sets out its goals on cost margins, earnings and AuM growth rates over the next three years. ...

People Moves
9 December 2022

EFG Appoints New CEO In Dubai

The latest moves and appointments at Swiss Private Bank EFG International.  ...