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

Strategy
27 July 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Investment Strategies
26 July 2021

Inflation Pressures Rise, But Not Great Cause For Concern - J Stern & Co

We talk to an investment firm set up to manage the wealth of a 200-year-old European family, and which has recently gone over the $1.0 billion AuM mark. ...

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. ...

Compliance
22 July 2021

Regtech's Rise: Applying Tech And Compliance Functions For Tomorrow

The regtech sector will, on certain estimates, be worth as much as $33 billion by 2026. This vast area taps into a need for wealth managers and others to keep pace with rules in an efficient way that doesn't hur...

Strategy
19 July 2021

A UK Regional Footprint Builds Credibility - Julius Baer International's CEO

In this article we interview the CEO of Julius Baer International, David Durlacher, about his bank's approach to the regions. ...

Alt Investments
19 July 2021

Will Increased Regulatory Scrutiny Create London SPAC Boom?

Will reforms in the UK galvanise a SPAC market into the kind of rapid growth that has been witnessed in the US? ...

Latest News

Compliance
3 August 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with reports of how the SEC, along with other parties, is wrestling with Chinese firms and policymakers over disclosures a...

People Moves
3 August 2021

Credit Suisse Creates New Risk Role At Asset Management Arm

The bank, hit by a number of problems in its prime brokerage and asset management businesses in recent months, continues to unveil new staff and changes to its senior line-up. The CRO role for asset management i...

Reports
2 August 2021

HSBC's Wealth, Personal Banking Arm Logs Big Profits Jump

The banking group logged a broadly stronger set of figures for the first six months of this year than from a year ago. As with many other banks, it swung from making large provisions for credit losses a year ago...

Surveys
2 August 2021

Swiss Asset Managers Expect Stock Market Correction, Search For Alternatives - Survey

Swiss asset managers reckon that stocks are due for a fall. They're also not sure whether bond markets provide a refuge, given ultra-low central bank interest rates. ...

People Moves
2 August 2021

VP Bank Announces Raft Of Singapore, Hong Kong Changes

VP Bank operates across Asia, and is adding a number of figures in its Singapore and Hong Kong businesses, while two of its senior managers are leaving. ...

Family Office
2 August 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...