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

WM Market Reports
22 March 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Alt Investments
21 March 2023

In Tough Times, Private Market Secondaries Can Shine

The venture capital, private equity and other parts of the "private markets" space have been jolted by rising interest rates and, of course, the drama around Silicon Valley Bank. We talk to a Swiss firm playing ...

21 March 2023

Developments In Private Bank RegTech – Views From The Experts

Regulatory technology – software that a private bank has to use in order to produce information and analyse it at the behest of regulators – is evolving by leaps and bounds. ...

10 March 2023

Time To Change Cross-Border Marketing For Fundraising? A Swiss Example

New Swiss rules affecting external asset managers also have implications for foreign fund distributors and how they directly deal with Swiss high net worth individuals. This article outlines some of the unavoida...

9 March 2023

Exclusive: Biotech Sector To Take Off In 2023

Swiss-based BB Biotech’s head investment manager, Daniel Koller, talks to this news publication about the buying opportunity being created by low valuations in the biotech sector.  ...

6 March 2023

The Squeeze On Investment Visas – What Should Happen Now?

With these programmes, the subject of this interview says, the benefit is not just in the initial investment but all the investments later on, the taxes paid, the money spent in the economy, and the jobs created...

Latest News

Banking Crisis
27 March 2023

FINMA Itemises Credit Suisse's Bond Write-Down

Last week the Swiss regulator put numbers on the write-downs of Additional Tier 1 bonds that Credit Suisse had issued. These bonds were designed to provide banks with a form of capital buffer. ...

27 March 2023

Hong Kong Overhauls Tax, Rules To Attract Family Offices

Hong Kong is competing with rival centres such as Dubai, Singapore and Switzerland to grab a piece of the family office pie. It also wants to signal its ambition to make a complete recovery from the disruptions ...

27 March 2023

WealthTalk – Refining Boundaries Of Privacy


People Moves
27 March 2023

Summary Of Executive Moves In Wealth Management – February 2023

A roundup of moves in the world's wealth management industry. ...

Banking Crisis
27 March 2023

Big Banks Warn Staff Not To Poach Clients From Ailing Rivals – Report

An aspect of the banking problems on both sides of the Atlantic is the attitude of healthier rivals and their approach on whether – or not – to take clients fleeing from stressed firms. ...

Banking Crisis
27 March 2023

UBS's Wealth Boss Offers Staff Retention Assurances – Report

One of the ironies of the UBS-Credit Suisse takeover is that a shortage of talent in fast-growing Asia has been a regular cause for complaint. ...