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

Company Profiles
13 July 2026

Cross-Border Flows, Complexities Fuel Growth For Hong Kong-Headquartered FGA Trust

With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...

Company Profiles
29 June 2026

Trusted Relationships, Not Transactions – In Conversation With Meta Octav

WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...

Company Profiles
29 June 2026

"Organic" Is Growth Watchword For Mirabaud's UK Wealth Business

This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...

Compliance
25 June 2026

Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech

In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...

Client Affairs
24 June 2026

Wealth Managers Discuss Brexit Impact 10 Years On

On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...

Client Affairs
8 May 2026

ANALYSIS: The American Citizen Inflow To UK – What's Driving It?

A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...

Latest News

Financial Results
30 July 2026

Standard Chartered's H1 2026 Wealth Solutions Income Rose 38 Per Cent

The bank reported a broadly positive set of results across business lines including the wealth business. At group level, pre-tax profit set a record and earnings per share came out ahead of forecasts, helping it...

Offshore
30 July 2026

Lighthouse Canton Launches Dedicated Wealth Platform For NRI Investors

The Singapore-headquartered group has launched a cross-border wealth management platform targeting non-resident Indians, alongside a new India-domiciled global equities fund. ...

Financial Results
29 July 2026

Deutsche's Private Banking Pre-Tax Profit Unchanged In Q2 2026, AuM Rises

Among the details, Deutsche Bank said that net flows into its private bank rose by 39 per cent. ...

Financial Results
29 July 2026

UBS’s Wealth Results In Q2 2026 Show Revenue, AuM Increase; Group Profits Beat Forecasts

The Switzerland-headquartered group reported stronger revenues in its wealth arm, while overall profits, attributable to shareholders, rose faster than analysts’ forecasts. ...

Strategy
29 July 2026

Julius Baer Signs Dubai Agreement To Support Investor Relocations

The Swiss bank has signed a strategic agreement with the Dubai Department of Economy and Tourism in a demonstration of its commitment to the region and looking beyond short-term geopolitical volatility.  ...

People Moves
29 July 2026

Ardian Makes Raft Of Executive Appointments

The moves include changes at the top of Ardian’s French business. The global group is headquartered in Paris. ...