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
17 May 2021

Are Debt, Digital And Climate Transforming Central Banking, Broader Economy?

Climate change, aka global warming, affects the global economy and hence influences how central banks operate. They are handling the financial fallout of the pandemic and associated lockdowns. Inflation pressure...

Offshore
22 April 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the number of Americans seeking to give up their citizenship, an advisor working in the space says.  ...

Investment Strategies
14 April 2021

Recovery From COVID-19 - What Wealth Managers Say

We set out a range of commentaries from wealth and asset management groups about how the economic and market position looks more than a year after much of the world began to enter lockdowns. ...

Investment Strategies
6 April 2021

Infrastructure's Yield Appeal Goes Down A Treat At Edmond De Rothschild

The venerable European wealth management and investment house has around 150 years of experience in infrastructure. The manager of its team overseeing this asset class talks about the yield attractions of the ar...

Wealth Strategies
2 April 2021

How COVID-19 Lit A Fire Under Japanese Corporate Reform

A number of Japanese companies - and their shares - stand to benefit from a faster pace of corporate governance reform prompted by the global pandemic, the author of this article argues. ...

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and increase client engagement. But this requires careful thought about advice monitoring, efficiency and - of course - com...

Latest News

Reports
18 May 2021

Swiss Private Bank Hails "Marked Improvement" To Results

Banque Cramer & Cie has made a big effort to improve its efficiency and profitability over the past year, it said. In 2020, it refocused on its Swiss platform, concentrating on priority markets such as Russia. ...

Asset Management
18 May 2021

The ESG Phenomenon - Leonteq, Daubenthaler & Cie, KKR

Developments and commentary in and around the ESG investment space. ...

Strategy
18 May 2021

Goldman Sachs In Mainland China, Hong Kong Hiring Drive - Report

A number of large banks have large hiring plans in Hong Kong, mainland China and the wider region over the next few years. It reinforces how developing talent to keep up with an affluent and growing middle class...

Strategy
18 May 2021

Blick Rothenberg Raises International Game, Joins Network

The firm said that joining the network was another step towards boosting its international profile and operations. ...

People Moves
18 May 2021

Who's Moving Where In Wealth Management? - HSBC, Quadriga Asset Managers

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

New Products
17 May 2021

Citigroup Launches Securities Lending Offering For Wealth Sector

The costs of securities lending have been too expensive for some market participants. With this wealth management-related offering, the US bank said that it hopes to fill the gap. It is partnering with fintech S...