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
19 January 2022

Investors Should Lean In To India's Opportunities – Matthews Asia

India can provide investors with a high-growth allocation in their portfolios particularly at a time when China is working out its regulatory issues and weathering a growth slump, the author of this article argu...

ESG
14 January 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...

Philanthropy
13 January 2022

Cazenove Capital Eyes Strong Donor Advised Fund Demand

Donor-advised funds are a turn-key solution for rapidly building a philanthropic toolkit and getting past some of the snags involved in creating charities, the UK wealth management firm has said after launching ...

Uncategorised
23 December 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Client Affairs
9 December 2021

No Time To Write off Inter-Dealer Voice Brokers

In an increasingly digitalised trading environment, this guest writer looks at the future for voice-brokered transactions. Are they heading for redundancy? And, if so, how shortsighted is the bet on electronic o...

Industry Surveys
7 December 2021

European Winners, Losers As Private Jet Registrations Soar

Figures for the 2019 to 2021 period reveal which jurisdictions have gained more aircraft registrations and which have lost some ground. This news service drills into why some of these changes have taken place. ...

Latest News

Statistics
26 January 2022

ETF, Products Industry Sets Fresh AuM Record

Exchange traded funds had a banner year for growth and inflows in 2021 as markets continued to expand. The growth of these entities was particularly strong in the decade after 2008 when central banks turned on t...

Compliance
26 January 2022

Compliance Corner: United Arab Emirates, SPACs

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

White Papers
26 January 2022

What Should Family Offices Ask Their Lawyers – White Paper

The law firm has issued a new white paper series exploring the kind of points family offices should cover to have a solid grasp on the structures that are suitable for investment, the sensible ways to manage liq...

Reports
25 January 2022

Credit Suisse Warns Of Litigation Hit To Q4, 2021 Profit

The past year for the bank has been difficult, with the chairman of the firm resigning last week. Credit Suisse issued a trading update ahead of results on 10 February. ...

Real Estate
25 January 2022

UBS Takes Risks Off Chinese Real Estate Table

China's authorities have loosened monetary policy and sought to contain the fall-out from debt-laden real estate developers such as Evergrande, but conditions for property in the country will remain tight, the S...

People Moves
25 January 2022

Mediolanum Adds Chief Business Officer To C-Suite Hires

By adding a chief business officer to other recent senior hires, the Dublin firm is aiming at ambitious business targets. ...