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

Investment Strategies
30 June 2021

Investment View: Concentrated In Hunt For Alpha - Blue Ocean

This news service spoke to a UK-based firm, Blue Ocean Investment Partners, which believes that concentrated portfolios, when managed correctly, should hold as few as 15 stocks, or even a smaller basket. ...

25 June 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed that data on America's 25 richest people showed that some of them paid very little tax. It published masses of records about wealthy individuals, for example on Jeff ...

Fund Management
24 June 2021

Helping Professional Fund Investors Build A Proven Track Record

This publication recently interviewed SharingAlpha, a business that takes the ranking of funds and assessment of their track records to a new level, and thereby helps buyers of funds to get a clearer idea of the...

24 June 2021

Scientist's Tax Offset Delivers Cultural, Family Value

Sometimes objects and their owners have earned a special place in our history and national life. This guest piece looks at the full scope of an IHT scheme used by Stephen Hawking's estate to make valuable tax sa...

22 June 2021

Divorce And CGT - Tax At A Taxing Time

Divorce can be painful for all kinds of reasons. An added source of difficulty in reaching settlements can be capital gains tax. ...

21 June 2021

How To Hire Wealth Managers, Mitigate Restrictive Covenant Impact

How should wealth management firms hire wealth managers (often known as “CRMs”, client relationship managers) and their books of business? ...

Latest News

Investment Strategies
23 July 2021

Credit's Overlooked Hedge Against Inflation Risk

The writer of this articles says investors should consider leveraged loans as a tool to manage rising inflation risks to their portfolios. ...

23 July 2021

Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud

The latest developments in financial products and investments from around the world. ...

M and A
23 July 2021

Deals Of The Day: The Latest In Wealth Management M&A - Close Brothers, State Street

The latest M&A deals in wealth and asset management. ...

Real Estate
23 July 2021

Sydney To Set Hottest Prime Property Price Pace - Knight Frank

Sydney is slated to be ahead of the pack of major cities' prime property markets in terms of price rises this year, and will match the fastest growth rate in 2022. ...

New Products
23 July 2021

What's New In Investments, Funds? US Debut For Viridi Crypto Mining ETF, Hamilton Lane

The latest offerings in investments, such as funds and structured products, and other notable developments. ...

Family Office
22 July 2021

Family Offices Ponder Inflation Risks, Prolonged Low Rates - Goldman Sachs

The report showed that, among other details, more than 90 per cent of respondents invested in venture capital, highlighting its popularity, and perhaps a sign of how "patient capitalists" are a good fit for VC. ...