ClearView Financial Media provides concise, accurate and timely information for private banking and wealth management professionals, along with advisors in related sectors, around the globe.

ClearView’s portfolio of publications together boast a global database of over 65,000 professionals worldwide.

Founded in 2004, ClearView Financial Media is the world’s leading provider of business intelligence in the private banking, wealth management and family office space. Our market-leading publications are regarded not only as a source of business-critical information, but also as providing a real voice for this dynamic industry.

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe.

WealthBriefing subscribers are part of an international network for whom staying abreast of the latest industry developments is a crucial part of their professional lives. Members of the network find our content on topics such as wealth strategy and planning, industry M&A, evolving business models in the light of technological innovations, important people moves, investment management trends and asset allocation techniques to be an essential resource in a fast-moving world. Our global editorial team is dedicated to providing subscribers with exclusive news and insight, meaning that WealthBriefing readers are often the first to see the headline news affecting their industry. Nowhere else can wealth managers access such a breadth and depth of business intelligence on their sector.

WealthBriefing Asia

The Asia-Pacific region’s continuing meteoric rise as a major wealth management market has sparked huge demand for region-specific business information.

WealthBriefingAsia was launched in 2009 to satisfy this growing information requirement, and as well as being the first is the most widely respected wealth management news site focusing exclusively on the Asia-Pacific region, particularly in Hong Kong and Singapore. Included in the reporting are all the latest developments in the industry, from senior personnel moves and strategy to new product launches. Providing indispensable news, features and industry views that are always relevant and concise, WealthBriefingAsia allows subscribers to conserve that most precious of all resources: time

Family Wealth Report

The North American wealth management market is one of the largest and most diverse in the world, and is markedly different from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched, integral part of the private wealth management landscape and are often seen as world leaders.

Family Wealth Report provides need-to-know business intelligence in a convenient and easy-to-read format – straight to subscribers’ inboxes every day. Nowhere else will you find such high quality, in-depth and exclusive content all in one place. Family Wealth Report content comes from both our own dedicated editorial team as well as leading industry professionals, helping subscribers stay on top of all the important developments relating to wealth management, Family offices, and the HNW/UHNW sectors in North America.


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. Please contact us for more information on sponsorship rates and see below some examples of our latest research reports.

Fourth Edition of Technology Traps Wealth Managers Must Avoid 2023

Tenth Edition of the Tech and Ops Trends Report 2022

Why wealth managers are the ultimate private market matchmakers

Why Wealth Managers Are The Ultimate Private Market Matchmakers 2022

An Update On Family Office Efficiency In Accounting, Investment Analysis 2022

Towards true KYC: Technological innovations in client due diligence

Applying artificial intelligence in Wealth Management

More Research


Current Awards

Nominations open

The Second Annual WealthBriefing Channel Islands Awards 2023

Thursday – 7th December 2023
Venue: Grand Jersey Hotel & Spa, Esplanade, St Helier, JE2 3QA, Jersey


Nominations open

The Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2024

Thursday – 18th January 2024
Venue: Briza on the Bay, 1717 N Bayshore Dr, Miami, FL 33132, United States


Nominations open

The Eleventh Annual WealthBriefing Swiss Awards 2024

Thursday – 8th February 2024
Venue: Hotel President Wilson, 47 Quai Wilson, Geneva, 1211, Switzerland


Nominations open

The Third Annual WealthBriefing WealthTech Americas Awards 2024

Thursday – 22nd February 2024
Venue: To be confirmed


Nominations open

The Fourth Annual WealthBriefing Swiss External Asset Management Awards for Excellence 2024

Wednesday – 6th March 2024
Venue: Park Hyatt, Beethovenstrasse 21, 8002 Zurich, Switzerland


Nominations open

The Twelfth Annual WealthBriefing European Awards 2024

Thursday – 21st March 2024
Venue: London Marriott, Grosvenor Square, London W1K 6JP


Nominations open

The Eleventh Annual Family Wealth Report Awards 2024

Thursday – 2nd May 2024
Venue: Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, New York 10023, USA


Nominations open

The Ninth Annual WealthBriefingAsia Greater China Awards 2024

Thursday – 30th May 2024
Venue: The Fullerton Hotel Singapore, 1 Fullerton Square Singapore 049178


Nominations closed
Winners announced on 12th October 2023

The Second Annual WealthBriefingAsia External Asset Management Awards 2023

Thursday – 12th October 2023
Venue: Mandarin Oriental, Singapore, 5 Raffles Avenue Marina Square, Singapore 039797


Nominations closed
Winners announced on 16th November 2023

The Tenth Annual WealthBriefing MENA Awards for Excellence 2023

Thursday – 16th November 2023
Venue: Address Dubai Mall, Sheikh Mohammed Bin Rashed Boulevard Downtown Dubai, P.O. Box 31166, Dubai, UAE


Upcoming Awards

Nominations open on 28th September 2023

The Twelfth Annual WealthBriefingAsia Awards 2024

Nominations open on 2nd November 2023

The Third Annual WealthBriefing Wealth For Good Awards 2024

Past Awards

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