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

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there has been higher investor interest in regenerative agriculture and forestry recently and why it has potential to ...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for so-called "golden visas" - has developed rapidly since early days when dominated by a handful of jurisdictions. ...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to dictatorships, seizure of assets, sanctions and disruptions must be closely managed, to an extent that arguably is not yet f...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using fewer resources to feed its growing population. ...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US. We talk to Aviva Investors, which runs a series of funds in the sector, about what's driving growth and why poten...

Latest News

People Moves
17 May 2024

Switzerland’s Bonhôte Continues Hiring Spree

The private banking firm, operating across Switzerland, has made a series of appointments this year. ...

People Moves
17 May 2024

Who’s Moving Where In Wealth Management? – Alpha FMC

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

Asset Management
17 May 2024

What Sovereign Wealth Funds Can Teach The Wider Investment World

We talk to an organisation speaking for the world's sovereign wealth funds about the big trends in the sector. SWFs have some similarities – of a kind – to large family offices, and we explore the parallels....

Wealth Strategies
17 May 2024

A Brief Reflection On Japan's Hot Stock Market – Matthews Asia

The San Francisco-headquartered asset management house takes a quick look at the strong performance of Japanese equities, and considers what comes next and how to position for it. ...

WM Market Reports
17 May 2024

Evolving Risk Landscape For Family Offices – Dentons Study

Covering a whole range of risks, from more familiar areas such as investment through to healthcare and aviation, the Dentons report sets out how senior family office figures address the challenges. ...

People Moves
16 May 2024

Who’s Moving Where In Wealth Management? – Evelyn Partners

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