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.

For over 20 years, ClearView Financial Media has provided premium journalist-led commentary to its global community of wealth managers, family office professionals and their advisors. ClearView’s portfolio of publications; WealthBriefing, WealthBriefingAsia and Family Wealth Report, together boast a global opt-in network of well over 60,000 private client professionals worldwide. Being the only truly global player in this market, our market-leading publications are regarded not only as a source of business-critical information, but also as providing a real voice for these dynamic industries. Supported by its publications, ClearView offers a series of global and regional awards programmes recognising and rewarding excellence, achievement, top class performance and innovation in this industry. ClearView offers a full range of events, including annual technology and investment summits as well as Executive Club lunches, enabling companies to engage with their peer groups, and showcase their activities.

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.

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. 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

Awards

Current Awards

Nominations open

The Third Annual WealthBriefingAsia External Asset Management Awards 2024

Thursday – 3rd October 2024
Venue: Mandarin Oriental, Singapore, 5 Raffles Avenue Marina Square, Singapore 039797

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Nominations open

The Eleventh Annual WealthBriefing MENA Awards for Excellence 2024

Thursday – 21st November 2024
Venue: Kempinski Central Avenue Dubai, 71 Financial Center Road, Sheikh Mohammed Bin Rashed Boulevard, Downtown Dubai, UAE, P.O. Box 31166, United Arab Emirates

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Nominations open

The Third Annual WealthBriefing Channel Islands Awards 2024

Thursday – 5th December 2024
Venue: The Royal Yacht Hotel, The Royal Yacht Hotel, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey

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Nominations open

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

Thursday – 16th January 2025
Venue: Penthouse at Riverside Wharf, 125 SW North River Drive, Miami, FL 33130

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Nominations open

The Twelfth Annual WealthBriefing Swiss Awards 2025

Thursday – 6th February 2025
Venue: Hotel President Wilson, 47 Quai Wilson, Geneva, 1211, Switzerland

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Nominations closed
Winners announced on 27th June 2024

The Third Annual WealthBriefing Wealth For Good Awards 2024

Thursday – 27th June 2024
Venue: BDB Pitmans, One Bartholomew Close London EC1A 7BL

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Upcoming Awards

Nominations open on 26th June 2024

The Fourth Annual WealthBriefing WealthTech Americas Awards 2025

Nominations open on 25th June 2024

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

Nominations open on 11th July 2024

The Thirteenth Annual WealthBriefing European Awards 2025

Nominations open on 18th July 2024

The Twelfth Annual Family Wealth Report Awards 2025

Past Awards

Highlight Videos