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
20 June 2022

BNP Paribas' Wealth Arm Gains Ground With Entrepreneurs, Families – Senior Executives

Entrepreneurs and families make up about 40 per cent of its AuM in the overall wealth business and are growing parts of its total business, a senior figure at the Paris-based firm said. ...

Asset Management
17 June 2022

Exclusive: Why Investors Cannot Ignore India's Promise

David Cornell, CIO at Ocean Dial Asset Management, discusses with WealthBriefing why India is a top place in which to invest and why he is optimistic about prospects for firms in the country. ...

Market Research
15 June 2022

Agricultural Innovation Needed To Resolve Challenges – Wealth Managers

As food security moves up the political agenda, specialist investment managers from Franklin Templeton and RBC Wealth Management look at the innovation and investments needed to feed a growing population in a su...

Offshore
14 June 2022

The Bahamas And Resilience Through Testing Times – Latest Report

This is a mini-series on The Bahamas Financial Services Industry. ...

ESG
10 June 2022

EDITORIAL COMMENT: BCG Highlights Wealth Managers' Sustainability Prize, Challenges

The issues around sustainability unsurprisingly get big treatment in the annual Boston Consulting Group overview of wealth management trends. Here are some reflections. ...

Market Research
1 June 2022

How War Affects Agriculture Investment

Roberto Viton, founder and managing director at Valoral Advisors, discusses key trends and the impact of the Ukraine war on the food and agriculture investment space. ...

Latest News

Legal
27 June 2022

Credit Suisse, Bluestone Resources Agree $320 Million Settlement

The organisations reached an agreement that maps out a plan to repay of cash to noteholders, including the supply chain finance funds hit by the demise of Greensill Capital. ...

Wealth Strategies
27 June 2022

WEALTH TALK: Gold, Yields And Hot Inflation

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Technology
24 June 2022

Digital Digest: The Latest Tech News – Citigroup

The latest digital and technology innovations, product and service developments in the world's wealth management sector. ...

M and A
24 June 2022

Deals Of The Day: The Latest In Wealth Management M&A – Marygold & Co.

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Alt Investments
24 June 2022

Put Private Market Investments On Regular Menus – Advisors

There has been a steady drumbeat of noise around the desire and need for mass-affluent investors to gain access to private markets and relatively illiquid assets so that they can obtain superior yields. ...

People Moves
24 June 2022

Who's Moving Where In Wealth Management? – Edmond de Rothschild

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...