Clearview Publications

Concise, accurate and timely information for private banking and wealth management

ClearView’s daily online publications inform, inspire and articulate the aspirations of a significant proportion of the decision makers in the dynamic eco-system of global wealth management industry.

ClearView’s unrivalled publications and wider platform provides the information and network for the wealth management industry to enhance client experience of the ultimate in a period of unprecedented challenge. We turn these challenges into opportunities for our network.

Clearview Publications
Awards Programmes

Global and regional awards programmes

ClearView’s global awards programme offers firms and individuals the opportunity to join an elite group of exceptional winners judged by expert independent panels.

ClearView’s award ceremonies are amongst the most glamorous and highly-regarded in the industry.

Awards Programes
Summits & Forums

ClearView Summits and Forums Provide Access to an Exclusive Network of Family Wealth Decision Makers and Thought Leaders

ClearView events give family wealth holders and advisors an exclusive opportunity to learn about up-to-the minute solutions from experts and peers with an emphasis on the thought leadership and relaxed networking.

Summits and Forums
Research

Research reports packed full of invaluable insights from top industry executives

Providing a large body of insight and analysis of current trends in global wealth management, ClearView Research has an enviable reputation amongst forward looking professionals who need to be fully informed. ClearView Research has an enviable and well-deserved reputation in the technology and operational management space. All ClearView Research is distributed to members of our network as a member benefit.

Clearview Research
Executive Club

ClearView’s global Executive Club progamme

ClearView’s global Executive Club progamme provides an environment for invited senior wealth management professionals to discuss issues of mutual concern and interest in small groups and for partner organisation to have discrete access to this exclusive group.

Executive Club

ClearView Financial Media is the leading specialist provider of business intelligence and in person events in the global private banking and wealth management space.

Our market-leading publications and highly valued awards are regarded not only as a source of business-critical information, but also as providing a real voice for this dynamic industry.

Research

ClearView Financial Media’s research reports are packed full of invaluable insights from top industry executives, along with both quantitative and qualitative data from a mix of online questionnaires, personal interviews and case studies. 

Family Wealth Report Family Office Cybersecurity and AI Post Summit Report 2024 Cover
Research

Family Wealth Report Family Office Cybersecurity and AI Post Summit Report 2024

14th February 2025

This report is a compilation of the sessions at the Family Wealth Report’s in-person Family Office Cybersecurity and…

Ninth Family Wealth Report Family Office Fintech Post Summit Report 2024 Cover
Research

Ninth Family Wealth Report Family Office Fintech Post Summit Report 2024

14th February 2025

At the Ninth Family Wealth Report Family Office Fintech Summit 2024, hosted on October 10 in NY, presenters,…

Research

Twelfth WealthBriefing Tech & Ops In Wealth Management Research Report 2024

14th February 2025

Our 12th global report shows that the wealth management industry is undergoing significant transformation as it adopts digital…

Partners

Often called the family wealth industry’s “annual prom” the Family Wealth Report Awards are one of the highlights of the New York social calendar, held at the prestigious Mandarin Oriental Hotel. A very strict independent judging process is deployed to select the brightest and best from every sector of industry serving the ultra-high net worth and family office community in North America.

“The Annual Family Wealth Report Awards are a benchmark of excellence in the family wealth sector. The awards shine a spotlight on those who are shaping the future of wealth management.”

Latest Award

The Twelfth Annual Family Wealth Report Awards 2025

Thursday – 8th May 2025

Mandarin Oriental
80 Columbus Circle at 60th Street, New York, New York 10023, USA

Nominations closed
Winners announced on
8th May, 2025

WealthBriefing’s Miami Awards reflect the vibrancy and freshness of the Miami region whilst also encompassing the important jurisdictions of the Caribbean and the Latin American wealth market. Celebrated with a lively cocktail reception in a stunning venue, this awards program is fast becoming a must for ambitious and successful wealth management professionals in these areas.

“Being recognized at this prestigious event highlights our commitment to delivering exceptional client service and innovative solutions. These awards celebrate the very best in the industry.”

Latest Award

The Second Annual Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025

Thursday – 16th January 2025

Penthouse at Riverside Wharf
125 SW North River Drive, Miami, FL 33130

Nominations closed
Winners announced on
16th January, 2025

The flagship of the WealthBriefing global awards programme is held annually in the heart of London and is a glamorous showcase of the brightest and best in all aspects of UK and European wealth management. Each award is coveted by the recipient and is the result of an arduous and independent judging process.

“The WealthBriefing European Awards, hosted by Clearview Publishing, set the benchmark for excellence in the private banking and wealth management industry. The rigorous judging process and recognition from esteemed peers make this award truly meaningful.”

Latest Award

The Thirteenth Annual WealthBriefing European Awards 2025

Thursday – 27th March 2025

London Marriott
Grosvenor Square, London W1K 6JP

Nominations closed
Winners announced on
27th March, 2025

Dubai has recently seen a huge surge in status as a global wealth management hub and the growth in the WealthBriefing Gulf Awards reflects this. Recognising talent and excellence in organisations and individuals around the Gulf region, the WealthBriefing GCC Awards are seen as the benchmark of success, celebrated amongst the glitz and glitter of Dubai’s finest venues.

“… a standout recognition of the innovation and leadership shaping the wealth management industry in the region. The depth of expertise among the finalists makes this recognition especially meaningful.”

Latest Award

The Twelfth WealthBriefing MENA Awards for Excellence 2025

Thursday – 20th November 2025

Armani Hotel – Dubai
Burj Khalifa – Sheikh Mohammed bin Rashid Blvd – Downtown Dubai

Nominations open on 3rd April, 2025

The cream of Swiss private banking and wealth management is recognised and celebrated at the President Hotel on the shore of Lake Geneva. One of the longest-running of WealthBriefing’s awards programmes has a glamorous climax at one of Switzerland’s must attend annual gala dinners where the brightest and best receive their hard-fought awards presided over by a widely-recognised expert independent judging panel.

“We see this not just as an award, but as a reflection of the trust our clients place in us and the dedication of our colleagues. Being part of such an event alongside so many respected industry peers is a privilege, and we remain committed to continuously improving and serving our clients with integrity and care.”

Latest Award

The Twelfth Annual WealthBriefing Swiss Awards 2025

Thursday – 6th February 2025

Hotel President Wilson
47 Quai Wilson, Geneva, 1211, Switzerland

Nominations closed
Winners announced on
6th February, 2025

The External Asset Manager section of the Swiss wealth management industry is now established in importance and these awards, celebrated at a glamorous cocktail reception at the Park Hyatt in Zurich, are a well-received way for participants to demonstrate their pre-eminence to the community at large as well as clients, prospects and peers. Judges are drawn from the most successful custodians in Switzerland

“It was a wonderful evening spent in great company, celebrating the best of the Swiss wealth management industry. We are grateful for the opportunity to be part of such an inspiring and enjoyable event.”

Latest Award

The Fifth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2025

Wednesday – 5th March 2025

Park Hyatt
Beethovenstrasse 21, 8002 Zurich, Switzerland

Nominations closed
Winners announced on
5th March, 2025

The global impetus to use wealth in a constructive and ethical way is gathering speed and the Wealth for Good Awards are driven by this. Philanthropy, socially-motivated investment and managing businesses in a responsible and thoughtful way are the drivers of this particularly important and popular awards programme, celebrated annually at a cocktail reception in London.

“Attending the Annual WealthBriefing Wealth For Good Awards in London was an absolute pleasure. The evening was filled with inspiring conversations and an incredible atmosphere, bringing together like-minded individuals who share a commitment to positive change in the wealth management industry.”

Latest Award

The Fourth Annual WealthBriefing Wealth For Good Awards 2025

Thursday – 26th June 2025

Broadfield
One Bartholomew Cl, City of London, London EC1A 7BL

Nominations open

The importance of the WealthTech industry in America is recognized in these prestigious and much valued awards. Top industry players compete for the judges’ attention in categories designed specifically for firms providing wide-ranging technology solutions to banks, RIAs, family offices, wirehouses and other participants in the wealth management industry. The validation received by winners through a rigorous, independent and credible judging process is highly sought after by the WealthTech industry.

“Despite being held online, the event successfully captured the energy and excitement of an in-person celebration. The presentations were seamless, and the opportunity to connect with industry leaders, innovators, and experts virtually made for a highly insightful and interactive event.”

Latest Award

The Fourth Annual WealthBriefing WealthTech Americas Awards 2025

Thursday – 20th February 2025

Nominations closed
Winners announced on
20th February, 2025

The vibrant Asian wealth management industry is celebrated at the annual WealthBriefingAsia Awards in the Fullerton Hotel Singapore with a stunning gala black-tie ceremony. The brightest and best of Asian wealth management congregates to applaud the independent judging group’s choices in a wide range of hard-fought categories.

“The awards in Singapore are an outstanding celebration of excellence in the wealth management industry across such a diverse and dynamic region. The event truly highlighted the richness of the Asia-Pacific market, bringing together a variety of perspectives”

Latest Award

The Thirteenth Annual WealthBriefingAsia Awards 2025

Thursday – 5th June 2025

The Fullerton Hotel Singapore
1 Fullerton Square Singapore 049178

Nominations open

The Greater China Region has a distinct character which is well reflected in its private banking and wealth management sector. For this reason the region deserves a separate awards programme which focusses on excellence in private banking. The culmination of the process is a prestigious and glamorous gala dinner.

“The Annual WealthBriefingAsia Greater China Awards was a really enjoyable and memorable event. From the engaging discussions to the excellent company, the evening was a fantastic celebration of excellence in the region’s wealth management industry.”

Latest Award

The Tenth Annual WealthBriefingAsia Greater China Awards 2025

Thursday – 5th June 2025

The Fullerton Hotel Singapore
1 Fullerton Square Singapore 049178

Nominations open

The international financial centres located in the Channel Islands have long been recognised as global leaders. This is particularly true in the case of family wealth management where the rich eco system of premium advice is recognised by the annual WealthBriefing Channel Islands Awards, celebrated at a glamorous cocktail reception.

“We thoroughly enjoyed being part of the WealthBriefing Channel Islands Awards, an event that highlighted the outstanding talent and expertise within the region’s wealth management sector. The evening was a wonderful opportunity to celebrate the hard work and dedication that drive excellence in the Channel Islands.”

Latest Award

The Fourth Annual WealthBriefing Channel Islands Awards 2025

Wednesday – 3rd December 2025

The Royal Yacht Hotel
The Royal Yacht Hotel, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey

Nominations open on 17th March, 2025

The External Asset Manager sector in Asia is surging in importance and the growth of these awards reflect this. Judges are selected from the most significant custodians in the region who assess entrants from the managers themselves. The programme is celebrated at a glamorous gala dinner hosted in Singapore’s magnificent Mandarin Oriental.

“The WealthBriefingAsia External Asset Management Awards at Singapore’s Mandarin Hotel was a truly exceptional event. It was an honor to celebrate alongside industry peers in such a prestigious setting. The evening provided a fantastic opportunity to connect with fellow professionals, exchange insights, and acknowledge the remarkable achievements within the industry.”

Latest Award

The Fourth WealthBriefingAsia External Asset Management Awards 2025

Thursday – 16th October 2025

Mandarin Oriental, Singapore
5 Raffles Avenue Marina Square, Singapore 039797

Nominations open on 27th February, 2025
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