Citywealth is a leading wealth management magazine connecting UHNW families and private client advisors through our Leaders Directory, awards, sustainability insights and membership community.
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Happy 60th birthday to me (Karen Jones), and happy 21st to Citywealth!
There comes a moment in a woman’s life when she must decide whether to keep her age under wraps or issue a press release. Given my line of work, the press release was always going to win.
The best and worst laws in private client, tax and family
Taxes that discourage house moves, complicated rules on investment gains and marriages that revoke wills are among the concerns raised by six private wealth advisers in Citywealth’s review of the laws they believe work well and those they would change.
Citywealth Leaders List: Top 50 Asian Wealth Advisors and Managers 2026
Hong Kong’s private wealth industry is entering a significant period of generational change. Many of the fortunes created during China’s rapid economic expansion remain in the hands of first-generation entrepreneurs, and advisers are seeing growing demand around succession, trusts, family governance and the transfer of businesses and assets to the next generation.
Hong Kong Overtakes Switzerland as China’s Wealth Moves to the Next Generation
Record inflows have put Hong Kong at the top of global wealth management, but advisers on the ground say the more immediate story is mainland China’s taxation of offshore trusts and a market already dealing with second-generation succession.
Hong Kong Overtakes Switzerland as China’s Wealth Moves to the Next Generation
Record inflows have put Hong Kong at the top of global wealth management, but advisers on the ground say the more immediate story is mainland China’s taxation of offshore trusts and a market already dealing with second-generation succession.Read more
Powerwomen Awards USA 2027 shortlist revealed ahead of New York Forum
Citywealth has unveiled the 2027 Powerwomen Awards USA shortlist, with leading names from private banking, law, trusts, family offices and wealth management set to gather in New York on 10 March for an afternoon of debate followed by the awards ceremony.Read more
Sudden client death: when the plan meets reality
Two years after the Bayesian disaster prompted Citywealth to examine sudden client death, separate civil proceedings involving Mike Lynch have resulted in a judgment of more than £900m against his estate.Read more
CPR World Record Attempt – Play Your Part
On Tuesday 22nd and Wednesday 23rd September, Central London Alliance is aiming to set a bold new world record for the most people participating in a CPR relay, with a target of training and involving 4,000 participants.Read more
Events & Awards
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Happy 60th birthday to me (Karen Jones), and happy 21st to Citywealth!
There comes a moment in a woman’s life when she must decide whether to keep her age under wraps or issue a press release. Given my line of work, the press release was always going to win.
Magic Circle Awards 2027: entries close this Friday
The deadline is upon us. Entries for the Citywealth Magic Circle Awards 2027 close on Friday, 9 October 2026. If you have been preparing a submission, or have yet to start, now is the time to act. Request an extension now if you need more time.
Powerwomen Awards USA 2027 shortlist revealed ahead of New York Forum
Citywealth has unveiled the 2027 Powerwomen Awards USA shortlist, with leading names from private banking, law, trusts, family offices and wealth management set to gather in New York on 10 March for an afternoon of debate followed by the awards ceremony.
Citywealth Forum 2026 Speaker spotlight: Magali Jacquet Lagrèze, Member of AMAF (Monaco Association for Financial Activities)
At the Citywealth Forum, Magali Jacquet‑Lagrèze focused on Monaco’s positioning as a stable, high-quality financial centre, highlighting its long-standing regulatory strength, international appeal and increasing emphasis on sustainability and family office services.
Why today’s leading international financial centres are known for very different things. International financial centres are no longer competing on the same terms. As Citywealth publishes the shortlist for the 2027 IFC Awards, one theme stands out. The world’s leading wealth jurisdictions have each developed their own area of expertise, from Swiss private banking and Jersey trusts to Singapore family offices, Hong Kong’s entrepreneurial wealth and Dubai’s digital economy.Read more
Citywealth Forum USA 2026 speaker spotlight: Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US
From Bogotá to Buenos Aires: Leading the Conversation on Latin America’s Wealth Evolution.Read more
Citywealth Forum USA 2026 speaker spotlight: Francesca Boschini, Director and Head of International Wealth Planning and Head of Insurance Solutions for the Americas, Deutsche Bank Wealth Management
From Bogotá to Buenos Aires: Leading the Conversation on Latin America’s Wealth Evolution.Read more
Citywealth Forum 2027 USA: Agenda
Join leading wealth management professionals, private client lawyers, and trust experts at the 2027 Citywealth Forum. Explore global tax, estate planning, family law, and philanthropy in a one-day intensive agenda and bespoke wealth forum.Read more
Citywealth Membership connects private client professionals with peers, industry insights and exclusive networking opportunities in wealth management.
Citywealth Weekly Newsletter
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Citywealth Weekly: 14th October 2026
In today’s issue: The best and worst laws in private client, tax and family. Happy 60th birthday to me, and happy 21st to Citywealth! Magic Circle Awards 2027: entries extended and close this Friday. Citywealth Leaders List, 60 seconds interview: Estella Newbold-Brown, Lester Aldridge. The UK’s Highest Homes Unveiled for Sale at Landmark Pinnacle. Leeds Building Society & YDMT launch new scheme.
In today’s issue: Hong Kong Overtakes Switzerland as China’s Wealth Moves to the Next Generation. Magic Circle Awards 2027: entries close this Friday. Citywealth Leaders List released: Top 50 Asian Wealth Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: Rogério Fernandes Ferreira, RFF Lawyers.
In today’s issue: Sudden client death: when the plan meets reality. Powerwomen Awards USA 2027 shortlist revealed ahead of New York Forum. Citywealth Leaders List, 60 seconds interview: Polina Ceron, Winston Taylor and Alisdair Dewar, RBC Brewin Dolphin Edinburgh. Exhibition: The latest edition of Design Miami Paris. Mosquito Project Awarded Over £100k By The Lottery Heritage. Event Design: The Autumn Decorative Fair 2026. Citywealth Leaders List and Membership Spotlight.
In today’s issue: AI, billionaires and the booming business of horses. Citywealth Leaders List released: Top 100 Scotland and Northern England Wealth Advisors and Managers 2026. CPR World Record Attempt – Play Your Part. Citywealth Leaders List, 60 seconds interview: Tom Hughes, Gallagher; Chris Roberts, Grosvenor Law; Robert Morse, The Private Office and Anneke Stender, Plumb Bill Pay.
Citywealth Quick Insight Series on Tax Trends – Aliona Le Khak, Blick Rothenberg
This week’s Citywealth Quick Insight Series on Tax Trends is dedicated to Aliona Le Khak, Partner at Blick Rothenberg.Read more
Citywealth Quick Insight Series on Family Offices Trends – Roland Jones, Axebridge Group, Barbados
This week’s Citywealth Quick Insight Series on Digital Assets Trends is dedicated to Roland Jones, Chief Executive and Managing Director of The Axebridge Group, Barbados.Read more
Citywealth Quick Insight Series on Digital Assets Trends – Juan Francisco Pardini, Pardini & Asociados, Panama
This week’s Citywealth Quick Insight Series on Digital Assets Trends is dedicated to Juan Francisco Pardini, Managing Partner, Pardini & Asociados, Panama.Read more
Citywealth Quick Insight Series on the California Market – Olivier de Givenchy, CEO of J.P. Morgan Private Bank
This week’s Citywealth Quick Insight Series on the California Market is dedicated to Olivier de Givenchy, CEO, West Region, J.P. Morgan Private Bank.Read more
Citywealth Sustainability Insights highlight sustainable investing, philanthropy and climate leadership in private wealth management.
Sustainability in Wealth Management — Insights & Experts
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Leeds Building Society and Yorkshire Dales Millennium Trust launch new scheme to improve access to the Dales for urban communities
Leeds Building Society and Yorkshire Dales Millennium Trust (YDMT) have expanded an award-winning partnership which has enabled thousands of residents of inner-city areas to experience the beauty of the Yorkshire Dales.
At first glance, they look like a mirage against the red Tsavo road, one wild dog becomes two, then three, then ten, and before long, more than 20 have emerged from the thick bush and melted into my line of vision.
Featuring new work by Hitomi Hosono, Kate Malone and Junko Mori.read
The UK’s Highest Homes Unveiled for Sale at Landmark Pinnacle
On Thursday 8th October for an exceptional evening celebrating the heritage of Ballindalloch Estate, pairing its renowned single malt whisky with the finest Aberdeen Angus beef for an intimate dining experience.read
From Lowry to Renaissance Cartography: Standout Works Coming to the LAPADA Fair 2026
Exceptional works of art, design and craftsmanship spanning five centuries will come together in Berkeley Square this October.
read
An Evening with Ballindalloch: Aberdeen Angus Whisky Dinner
On Thursday 8th October for an exceptional evening celebrating the heritage of Ballindalloch Estate, pairing its renowned single malt whisky with the finest Aberdeen Angus beef for an intimate dining experience. read
Citywealth Leaders List – Top-rated Lists
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Citywealth Leaders List: Top 50 Asian Wealth Advisors and Managers 2026
Hong Kong’s private wealth industry is entering a significant period of generational change. Many of the fortunes created during China’s rapid economic expansion remain in the hands of first-generation entrepreneurs, and advisers are seeing growing demand around succession, trusts, family governance and the transfer of businesses and assets to the next generation.
Citywealth Leaders List: Top 100 Scotland and Northern England Wealth Advisors and Managers 2026
Scotland’s landed estates have long attracted international buyers, but there is a new American dimension to the market. Edinburgh was the most popular UK city for prospective US buyers in 2025, according to Rightmove data cited by Brodies, with Glasgow, Highland, Argyll and Bute and Fife also making the top ten. US enquiries about UK property had risen 19% year on year by May 2025.
Citywealth Leaders List: Top 50 Private Bankers, Investment Managers and Wealth Leaders 2026
Citywealth is pleased to present its Top 50 Private Bankers, Investment Managers and Wealth Leaders 2026, expanding our annual private banking list to reflect the changing shape of the wealth management industry. Private wealth is no longer managed within neat boundaries. For ultra high net worth clients, the relationship can extend across private banking, investment management, family office services, lending, philanthropy and succession.
Citywealth Leaders List: Top 30 Monaco Advisors and Managers 2026
Monaco has long been associated with private wealth, but today’s appeal extends far beyond tax and geography. Speaking at the Citywealth Forum, Magali Jacquet‑Lagrèze, Member of AMAF (Monaco Association for Financial Activities), described a jurisdiction that combines political stability, internationalism and long-term thinking, attracting globally mobile entrepreneurs and families seeking a secure base for future generations. Home to more than 140 nationalities and assets under management exceeding €182 billion, Monaco continues to strengthen its position as one of the world’s leading private wealth centres.
Citywealth Leaders List: Top 40 Washington DC Wealth Advisors and Managers 2026
Washington DC’s wealth market is changing, with AI, crypto and defence-tech entrepreneurs developing closer ties with policymakers as regulation, government contracts and national security become increasingly important to their businesses.View the list
Citywealth Leaders List: Top 20 Citywealth Powerwomen New York 2026
America’s wealthiest families are rarely connected to one state alone. Michael Dell, John and Laura Arnold, Fernando De Leon and the Bass family have all built their principal fortunes or businesses in Texas while retaining investments, family offices, philanthropy, property or cultural interests in New York.View the list
Citywealth Leaders List: Top 50 Texas Wealth Advisors and Managers 2026
Texas is attracting wealthy families, entrepreneurs and companies, drawn by its lack of state income tax, relatively low living costs and strong business environment. Oil and gas remain important sources of wealth, particularly in Houston, but the state’s economy has become much more diverse. Private equity, property, technology, healthcare, aerospace, manufacturing and energy infrastructure now contribute to a broader wealth market.View the list
Citywealth Leaders List: Top 75 California Advisors and Managers 2026
California remains one of the world’s leading centres of private wealth creation, from the Gold Rush and Hollywood through Napa and Silicon Valley to today’s AI boom. In November 2026 voters will decide Proposition 40, a proposed one-off tax of up to 5% on residents with more than $1 billion in covered net assets (including business interests, securities and intellectual property, but generally excluding real property). View the list
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