PUBLICATIONS

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 community for whom staying abreast of the latest industry developments is a crucial part of their professional practice. Readers find our content on topics such as strategy, M&A, important people moves, investment management and asset allocation to be an essential resource in a fast-moving world.

The Asia-Pacific region’s 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 it is the only wealth management news site focusing exclusively on the Asia-Pacific region. 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.

Wealth Management And Private Client Events And Awards Series

A unique thought-leadership platform, WealthBriefing’s events foster intellectual debate on the challenges and opportunities facing the industry and are designed to be an optimal use of wealth managers’ precious time and present an excellent networking opportunity.

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. 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 often exclusive content all in one place.

WealthBriefing has added to its offering for the global private banking and wealth management communities by running thirteen annual awards programmes for the family office, private banking, wealth management and private client communities. The awards programmes are focused around three main category groupings: experts (individuals and teams); products and services for wealth managers and clients, and institutions of all sizes and types

Bespoke Research Services

WealthBriefing has unrivalled access to the most senior wealth management professionals across the globe, meaning that our research reports represent guides to future best practice as much as being barometers of current industry trends.

TEAM-BASED CATEGORIES

Client Service Team

Private Markets Offering Team

Portfolio Management Team

Investment Process Team

Direct Investment Program Team

Swiss Domestic Team

Wealth Planning Team

TECHNOLOGY CATEGORIES (IN-HOUSE)

Innovative Use of Technology

Client Reporting

Client Communications

Overall Digital Engagement

SPECIALIST WEALTH MANAGEMENT CATEGORIES (COMPANY)

Digital Assets Offering or Service Fund Selection/Asset Allocation Programme Family Office Proposition

Next Generation Program

LEADERSHIP-BASED CATEGORIES (INDIVIDUAL)

WINNER Chief Executive Officer (CEO) Female Executive Chief Investment Officer (CIO)

DANIEL FRICKER ISABEL GUGGISBERG BEAT KUNZ

Thought Leadership

Rising Star Under 40

JAMIE VRIJHOF-DROESE JAMIE VRIJHOF-DROESE