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

Company Profiles
21 September 2022

Get Ready For More Assets To Be "Financialised"

We talk to a business using cryptocurrency and blockchain tools to make diamonds a more efficient commodity market, overcoming historic factors that have previously prevented this. So far, only 1 to 2 per cent o...

ESG
13 September 2022

Fossil Fuels And Transition: What's The Direction Of Travel?

A commentator on ESG and sustainability talks to this publication about the transition from fossil fuels – not necessarily a straightforward process, as suggested by the disruption to global energy markets cau...

Offshore
6 September 2022

Havens Of Calm In Volatile Times: The Channel Islands

At last, after the lockdowns and restrictions have eased off, this news service spent time in Jersey and Guernsey talking to industry figures about the challenges and opportunities they see ahead. We will be run...

Surveys
29 August 2022

Asia Has Less Envy And More People Striving For Wealth

Social envy of wealth is much lower in parts of Asia than in many European nations – arguably a reflection of the ascent of a large and growing middle class in Asia. No wonder wealth managers are heading eastw...

Company Profiles
18 August 2022

Business Travel – An Expanding Frontier For Airbus

The world’s business aviation industry is a barometer for the wealth management industry to follow. Financial hubs also compete as registration locations for aircraft; the sector also attracts investment from ...

ESG
16 August 2022

Pushback Against ESG: Collective Action Or Collective Suicide?

The supposedly remorseless drive against carbon-based energy towards areas such as wind, solar, hydrogen, biomass and other technologies has, among other events, been interrupted by Russia's squeeze of gas expor...

Latest News

Investment Strategies
28 September 2022

JP Morgan Asset Management Stays Underweight Equities

Setting out its fourth-quarter asset allocation views, the US firm said it is taking a cautious view of asset classes and is negative on equities. ...

People Moves
28 September 2022

UBP Names Investment Chief, Builds Out Emerging Market Resources

The CIO leads a team of investment professionals based in Hong Kong, London and Zurich. ...

Emerging Markets
27 September 2022

Investors Should Consider Corporate Emerging Market Debt – J Stern & Co

Investors, who might treat all emerging market debt as the same, are making a mistake. A European investment firm argues that they should also consider corporate EM debt as an attractive entry point. ...

People Moves
27 September 2022

ABN AMRO Plans To Appoint Commerzbank CTO To Similar Role

The proposed chief innovation and technology officer currently works as CTO for Commerzbank. ...

People Moves
27 September 2022

LGT Wealth Management Pushes Ahead With Scottish Drive

As reported in June, the firm is opening an office in Edinburgh. It has now added more detail to what its team will look like. ...

Asset Management
27 September 2022

Investors Continue To Smile On "Factor-Based Investing" In Volatile Times

The term is sometimes also known as “smart Beta” investing – unpacking drivers of return and then tracking indices that capture the returns of these drivers. ...