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
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. ...

Family Office
4 October 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Compliance
30 September 2021

What Hong Kong's New SPAC Regime Might Look Like

Wanting to join the SPAC surge, Hong Kong is changing the regulations to capture some of the thriving business that has been the toast of Wall Street. Ironically, the Asian financial centre is making the move ex...

Latest News

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. ...

Fund Management
15 October 2021

JTC Gains Irish Licence To Expand Alternatives

The fast-growing funds administrator is pushing ahead in Ireland after gaining licence approval to serve demand for alternatives. ...

Reports
15 October 2021

Citi Private Bank's Q3 Revenues Tick Higher

The group CEO said the firm is starting to see results from investments across its various business groups. ...

People Moves
15 October 2021

Who's Moving Where In Wealth Management? - AllianceBernstein, Quilter

The latest senior moves in asset and wealth management from across Europe and the UK. ...

Asset Management
15 October 2021

Brand Visibility Slipping For Alternatives

A report out this week assesses the marketing communications performance of the alternative asset management industry. ...

Technology
15 October 2021

Raising The Investment Reporting Game - A Conversation With Landytech

Landytech, a London-based firm, has among its offerings a solution called Sesame©, which is described as a "managed solution designed to automate investment reporting and non-core activities so that clients can...