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
11 January 2023

The Mauritius-Dubai Connection Holds Big Potential – MCB

We talk to Mauritius Commercial Bank about its foray into the Middle East and its Dubai operations. It is an example of how the Gulf jurisdiction is attracting banks with links to Africa and other parts of the w...

Technology
11 January 2023

Exclusive: Wealth Management 2.0 – The Big Opportunity That Only Technology Can Deliver

Camille Vial, who is the CEO of Mirabaud, the Swiss private bank, and Max Chuard, CEO of Temenos, the Swiss technology firm working in the financial space, recently had a conversation on where they see tech tren...

Investment Strategies
10 January 2023

Emerging Markets In 2023: Short-Term Pain Before Long-Term Gains

LGT Wealth Management joins the chorus of firms talking about investment issues and challenges at the start of a new year. ...

Client Affairs
5 January 2023

Focus On Investment Opportunities In India – Lombard Odier

Stéphane Monier, chief investment officer at Swiss private bank Lombard Odier in Geneva, discusses the driving forces behind India’s expected economic growth in 2023, with the country’s economic ambitions g...

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the English jurisdiction; instead they are only one factor for the Family Court to consider, among many others, when ex...

Compliance
23 December 2022

Editorial Comment: Danske's Dirty Money Settlement Shows Complacency Isn't An Option

We reflect on how, at the end of 2022, US and Danish regulators imposed a $2.06 billion settlement on Danske Bank over the dirty money scandal at its former Estonia branch. The affair, concerning laundering of m...

Latest News

People Moves
27 January 2023

Capital Group Appoints New Chief

Los Angeles-based investment manager Capital Group has announced leadership changes as it expands beyond US equity.   ...

Uncategorised
27 January 2023

From The Editor's Chair: Results, Merger Deals And Video Interviews

An update from the editor about recent coverage and what coverage is coming in the next few days on this site. ...

Surveys
27 January 2023

Investors Take A Happier Turn In January

The increase in optimism comes after a run of worsening mood around the world, the figures show. ...

Investment Strategies
27 January 2023

India's Adani Hits Back At Short-Seller's Attack

The story sheds light on the ways that short-sellers seek to profit by targeting organisations which they claim are weak, mismanaged or not sufficiently profitable. The India-based conglomerate has responded, sa...

Strategy
27 January 2023

OPINION OF THE WEEK: Wealth As A Service: Looking Beyond “Crazy Rich Asians”

The author of this opinion piece explores the promise and challenges of serving mass-affluent wealth management clients in the Asia-Pacific region. ...

People Moves
27 January 2023

Who’s Moving Where In Wealth Management? – ALFI, Aaro Capital, Praetura

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations. ...