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.

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
19 December 2024

2025 Private Credit Predictions: An Expert Perspective

A 26-year veteran of the alternative investments sphere – including private credit – explains what 2025 may hold for an area that has expanded rapidly in recent years. ...

Offshore
9 December 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Investment Strategies
18 November 2024

US Equities, Dollar Delivers Ringing Endorsement Of Trump. What Now? – WELREX - Part 2

We publish the second part of this analysis which examines the implications of the US presidential election result and what they mean for specific asset classes. ...

Investment Strategies
14 November 2024

US Equities And Dollar Have Delivered Ringing Endorsement Of Trump. What Now? – WELREX - Part 1

The first in a two-part detailed analysis about what the financial markets could do in the next year, and how the arrival of a new US administration affects risks, asset allocation and positioning. ...

Alt Investments
4 November 2024

In Troubled Times, What's The Investment Case For Fine Alcohol?

Whether it is fine wine, whisky or cask tequila, there is a case, so advocates for investing say, to hold these amidst geopolitical troubles. There will always be arguments about just how correlated these items ...

WM Market Reports
15 October 2024

WealthBriefing's Tech And Ops Trends In Wealth Management Research Report

The annual report is an important part of the work that the publisher of this website does in illuminating the details that can make or break a wealth management organisation. ...

Latest News

Investment Strategies
5 February 2025

Japan And India – A View From Chikara

This news service has spoken to a UK-regulated fund management house about its investment approach to Japan and India. ...

People Moves
5 February 2025

Who’s Moving Where In Wealth Management? – 7IM, Hunters Law, Northern Trust AM

The latest moves, appointments and other personnel changes in wealth management for the UK, rest of Europe, the Middle East and other select jurisdictions. ...

Financial Results
5 February 2025

KKR Reports Gain In Q4 Net Income, AuM Rises

One of the top-tier global players in private market investment, KKR reported Q4 and full-year 2024 financial figures yesterday. ...

People Moves
5 February 2025

SCB Julius Baer Names New CEO

SCB Julius Baer, the wealth management joint venture between Thailand’s Siam Commercial Bank and Swiss private bank Julius Baer, makes senior hire. ...

Alt Investments
5 February 2025

Moonfare Expands Reach Down Under

Moonfare is an example of a platform that has, it says, widened access to private equity and similar assets which were once the preserve of the ultra-wealthy and large institutions, typically mediated via invest...

M and A
5 February 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brooks Macdonald, LIFT

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