Citywealth is a leading wealth management magazine connecting UHNW families and private client advisors through our Leaders Directory, awards, sustainability insights and membership community.
Citywealth Leaders List: Top 30 Transatlantic Select: Advisors and Managers 2026
For US citizens abroad, the position is unusual. The United States taxes its citizens on their worldwide income regardless of where they live, meaning Americans resident in the UK must still meet extensive US reporting and tax obligations. At the same time, the UK system brings its own complexities, from the treatment of overseas income and gains to inheritance tax exposure and the evolving rules affecting internationally mobile residents.
American Summer at Citywealth: Why New York remains the gateway to global wealth
From Wall Street and artificial intelligence to cross-border wealth planning, New York continues to play a defining role in the international private wealth industry. Despite competition from lower tax states, advisers say the city remains the principal gateway for global families, entrepreneurs and businesses entering the US market.
It’s an American Summer at Citywealth Weekly
Over the coming weeks, Citywealth will be editorially spotlighting seven of the most influential wealth centres across the Americas: New York, Boston, Chicago, Miami & Latin America, California, Texas and Washington DC/International US.
From Formula One to Family Offices: Monaco’s Expanding Influence
For most of the world, Monaco is still defined by a handful of iconic images: Formula One cars winding through city streets, superyachts lining Port Hercules, and the Grimaldi family presiding over one of Europe’s best-known principalities.
Latest Private Wealth Features
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.Read more
Philanthropy is no longer viewed as a standalone charitable activity. Increasingly, it sits alongside succession planning, family governance, cross-border structuring and intergenerational wealth transfer as a core part of wealth advice. As private banks and family offices respond to changing client expectations, advisers are being asked to help families define not only how they preserve wealth, but also the values and purpose that shape its long-term impact.Read more
Managing Partner UK Immigration, Magrath Sheldrick on leadership, adaptability and succeeding in a changing world where clients and global mobility are key issues for 2026.Read more
Save the date: winners revealed on Tuesday, 10 November 2026 at Central London (TBC).Read more
Events & Awards
Citywealth WP Club: mentor speaker: Ben Sheldrick
Ben Sheldrick, Managing Partner UK Immigration, Magrath Sheldrick on leadership, adaptability and succeeding in a changing world where clients and global mobility are key issues for 2026.
Citywealth Future Leaders Awards 2026 shortlist announced
The Citywealth Future Leaders Awards were created to recognise the emerging talent shaping the future of the international private wealth profession. The 2026 shortlist demonstrates that the next generation is already making a significant impact across private banking, law, accountancy, trust and fiduciary services, family office advisory, investment management and digital assets.
Careers in wealth management are built on people, principles and purpose
Rudy Vandaele-Kennedy, Senior Client Adviser at Cadro, shared his career insights with members of the Citywealth Tomorrow Club, reflecting on why technical expertise alone is never enough to build a successful career in private wealth.
Save the dates 2027: March 10th New York Forum and 11th May London Forum
Citywealth is delighted to present its content for its sister Forums in London and New York for 2027.
Awards, Forum & Club News
The Citywealth Brand & Marketing Awards 2026 celebrate the individuals, teams and organisations shaping how the wealth management and professional services industries communicate, engage and build trust. Rebecca Jones, BBC journalist, was the host. Jones spent 30 years at the BBC, as Arts Correspondent and Chief News Presenter.Read more
Members of the Citywealth NextGen Editorial Board met online to discuss developments affecting private client advisers, trustees and wealth managers. The discussion covered international mobility, geopolitical risk, sustainable investing, governance and the increasing complexity of wealth structures.Read more
Stablecoins, private credit and tokenised financial infrastructure are emerging as the dominant themes across digital asset markets as institutional capital continues to move on-chain and jurisdictions compete to attract businesses facing an increasingly complex regulatory environment.Read more
Anna Tylor, Chair, RNIB focused on the practical realities of philanthropy: charities still struggle to understand wealthy donors, relationships take years to build, and unrestricted funding is essential to improve impact. She also called for better measurement of outcomes, more collaboration across the sector, and greater recognition of philanthropy within government policy.Read more
Citywealth Membership connects private client professionals with peers, industry insights and exclusive networking opportunities in wealth management.
Citywealth Weekly Newsletter
Citywealth Weekly: 22nd July 2026
In today’s issue: American Summer at Citywealth: Why New York remains the gateway to global wealth. Citywealth Leaders List: Top 30 Transatlantic Select: Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: David Livitt, Blick Rothenberg, Joshua Rubenstein, Katten, Gretchen Beall Schumann, Schumann LLC, Francesca Boschini, Deutsche Bank, Ronni Davidowitz, Katten, Jonathan Gold, W1M and Patricia Angus, Angus Advisory Group LLC.
Citywealth Weekly: 15th July 2026
In today’s issue: The business of philanthropy: Why philanthropy is becoming part of mainstream private banking. Released Citywealth Leaders List: Top 30 Monaco Advisors and Managers 2026. From Formula One to Family Offices: Monaco’s Expanding Influence. It’s an American Summer at Citywealth Weekly. Citywealth Leaders List, 60 seconds interview: Alastair Gallichan, Standard Bank Jersey.
Citywealth Weekly: 8th July 2026
In today’s issue: Art as an investment: Where passion meets performance. Released Citywealth Leaders List: Top 75 Trustees and IFC Family Office 2026. Article: Trustees step beyond administration as families seek stability in an uncertain world. Citywealth Future Leaders Awards 2026 shortlist announced. It’s an American Summer at Citywealth Weekly. Citywealth WP Club – Mentor speaker: Ben Sheldrick, Managing Partner UK Immigration, Magrath Sheldrick.
Citywealth Weekly: 1st July 2026
In today’s issue: When a jewel becomes more than a jewel – Jewellery and Alternative Assets. Released Citywealth Leaders List: Top 100 International Powerwomen 2026. Article – Citywealth Top 100 International Powerwomen 2026: The women guiding global wealth through change. Save the dates 2027: March 10th, New York Forum and May 11th, London Forum. Rudy Vandaele-Kennedy: Careers in wealth management are built on people, principles and purpose.
Explore the Citywealth Leaders List to find top private wealth advisors, trustees and lawyers serving UHNW families and family offices worldwide.
Leaders List Interviews and Insights
Citywealth Leaders List, 60 seconds interview – Patricia Angus, Angus Advisory Group LLC
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Patricia Angus, Founder and CEO of Angus Advisory Group LLC.
Citywealth Leaders List, 60 seconds interview – Jonathan Gold, W1M
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Jonathan Gold, Wealth Manager (US) at W1M.
Citywealth Leaders List, 60 seconds interview – Ronni Davidowitz, Katten Muchin Rosenman
This week’s 60-second piece is dedicated to Ronni Davidowitz, a partner in Katten Muchin Rosenman’s private wealth department.
Citywealth Leaders List, 60 seconds interview – Francesca Boschini, Deutsche Bank
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Francesca Boschini, Head of International Wealth Planning – Deutsche Bank Wealth Management Americas.
Citywealth Leaders List, 60 seconds interview – Gretchen Beall Schumann, Schumann LLC
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Gretchen Beall Schumann, Schumann LLC
Citywealth Leaders List, 60 seconds interview – Joshua Rubenstein, Katten
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Joshua Rubenstein, Partner and National Chair at Katten Muchin Rosenman.
Citywealth Leaders List, 60 seconds interview – David Livitt, Blick Rothenberg
This week’s 60 seconds Citywealth Leaders List interview is dedicated to David Livitt, Partner, Global Mobility at Blick Rothenberg.
Citywealth Quick Insight Series
This week’s Citywealth Quick Insight Series on divorce and family law Trends is dedicated to Clare Radcliffe, Partner, Mishcon de Reya.Read more
This week’s Citywealth Quick Insight Series on Sports Trends is dedicated to Chris Harber, Partner & Head of Immigration at Boyes Turner.Read more
This week’s Citywealth Quick Insight Series on Tax Trends is dedicated to Hayley Ives and Jennifer McNally, national tax firm Crowe.Read more
This week’s Citywealth Quick Insight Series on UHNW Family Dynamics Trends is dedicated to Matthew Fleming, Partner – Head of Family Governance & Succession at Corient.Read more
Citywealth Sustainability Insights highlight sustainable investing, philanthropy and climate leadership in private wealth management.
Sustainability in Wealth Management — Insights & Experts
Broadway Cares/Equity Fights AIDS
Broadway Barks, the beloved, star-studded dog and cat adoption event supporting New York City animal shelters and rescue organizations, returns this summer for its 28th edition.
New Leadership Book Argues Burnout, AI Anxiety and Workplace Disconnection Share the Same Root Cause
As organisations grapple with burnout, AI-driven transformation, declining trust and employee disengagement, leadership expert Thom Dennis believes many businesses are trying to solve 21st-century challenges with outdated assumptions.
BII’s Annual Review 2025: Impact in action
2025 was a year of shifting global dynamics. The world in which we operate became more complex and even more demanding of long-term investment, reshaping the role of development finance.
Luxury Lifestyle and Art News
Dior’s haute couture F/W 26/27 collection is a response, in the language of couture, to the work of American sculptor Lynda Benglis. read
Rockefeller Center, in partnership with Art Production Fund, presents a series of public art pop-ups throughout the Center.read
Fine Arts Paris (formerly FAB Paris) returns to the Grand Palais for its fifth edition, running from 19 to 23 September 2026.read
Following a celebrated debut last summer, Iodio returns to Belvedere Hotel Mykonos for an exclusive seasonal residency from 10 July to 23 August. read
Citywealth Leaders List – Top-rated Lists
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.
Citywealth Leaders List: Top 75 Trustees and IFC Family Office 2026
Citywealth Top 75 Trustees and IFC Family Office List 2026: Trustees are taking on a broader strategic role as wealthy families navigate geopolitical uncertainty, tax reform, regulatory change and intergenerational wealth transfer. Key trends include greater cross-border wealth planning, rising compliance costs, increasing beneficiary litigation, growing demand for governance and succession planning, digital assets entering trust structures, cyber security concerns, outsourced family office services and renewed interest in offshore jurisdictions.
Citywealth Leaders List: Top 100 International Powerwomen 2026
Citywealth has released its annual Top 100 International Powerwomen, recognising women across private wealth, law, tax, fiduciary services, private banking, investment, art advisory and family office services. This year’s list is more than a celebration of individual achievement. It is also a snapshot of the issues shaping global private wealth, from international relocation and inheritance tax planning to family governance, succession disputes and the Great Wealth Transfer.
Citywealth Leaders List: Top 10 Bermuda Professional Advisors and Trustees 2026
Bermuda’s wealth and fintech sectors are evolving beyond traditional trust planning and cryptocurrency regulation. From trust flexibility and life insurance structures to artificial intelligence, digital identity and tokenisation, advisers say the next phase will be defined by how established financial institutions adopt and integrate emerging technologies.
Latest Top Recommended Lists
As Malta’s profile continues to rise among internationally mobile wealthy families, the jurisdiction is attracting increasing attention from some of the most respected advisers in the private client sector.View the list
As investment, commercialisation and globalisation transform the sports industry, a new generation of influential advisers and executives is helping organisations navigate increasingly complex challenges. From governance and regulatory matters to investment strategy, athlete welfare and commercial growth, these professionals play a critical role in ensuring sport remains both financially successful and true to its core values. View the list
Sustainable investing is entering a more mature phase. While ESG and climate commitments remain important, the focus has shifted towards governance, stewardship and accountability. As the great wealth transfer accelerates, younger generations are increasingly seeking to align investments, philanthropy and family wealth with their personal values.View the list
Latin America remains one of the most complex regions for private wealth management, driven by economic volatility, tax reform and increasing regulatory scrutiny. Ultra-high-net-worth families are increasingly structuring assets across multiple jurisdictions, with cross-border tax planning, estate structuring and succession now standard practice.View the list
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