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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Citywealth Leaders List: Top 20 Boston Advisors and Managers 2026
Boston punches far above its weight. While New York dominates global finance, Boston’s private wealth is forged in a different furnace: universities, hospitals, biotechnology, venture capital and a centuries-old tradition of philanthropy.
This is the city where Harvard, MIT, Massachusetts General Hospital and Dana-Farber continually exchange talent, research and capital. Where federal funding, endowments, VC and entrepreneurial exits reinforce one another in a uniquely circular economy.
American Summer at Citywealth: Boston, where wealth, science and philanthropy meet
From Harvard and biotechnology to family-owned sporting franchises and some of America’s oldest cultural institutions, Boston exercises an influence far beyond its size. Unlike New York, whose private wealth industry is built around global finance, Boston’s wealth is closely connected to universities, hospitals, scientific research, venture capital and philanthropy.
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.
Celebrating 250 years and with the rise of the US/UK tax professional, 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. Deadline to contribute to features below.Read more
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.Read more
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.Read more
The business of philanthropy: Why philanthropy is becoming part of mainstream private banking
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
Events & Awards
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Citywealth Future Leaders Awards 2026 – Online Voting open
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
Save the date: winners revealed on Tuesday, 10 November 2026 at Central London (TBC).Read more
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.Read more
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.Read more
Citywealth Brand & Marketing Awards 2026 report
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
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: 29th July 2026
In today’s issue: American Summer at Citywealth: Boston, where wealth, science and philanthropy meet. Citywealth Leaders List Released: Top 20 Boston Advisors and Managers 2026. Citywealth Leaders List, 60 seconds interview: Michelle Williams, Ogier; Sam Emery, Quill PR and Chris Mourant, Fairway Group.
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.
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.
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 Quick Insight Series on Family Dynamics Trends – Patricia Annino, Rimon Law, Boston
This week’s Citywealth Quick Insight Series on Family Dynamics Trends is dedicated to Patricia Annino, Partner at Rimon Law in Boston.Read more
Citywealth Quick Insight Series on divorce and family law Trends – Clare Radcliffe, Mishcon de Reya
This week’s Citywealth Quick Insight Series on divorce and family law Trends is dedicated to Clare Radcliffe, Partner, Mishcon de Reya.Read more
Citywealth Quick Insight Series on Sports Trends – Chris Harber, Boyes Turner
This week’s Citywealth Quick Insight Series on Sports Trends is dedicated to Chris Harber, Partner & Head of Immigration at Boyes Turner.Read more
Citywealth Quick Insight Series on Tax Trends – Hayley Ives and Jennifer McNally, national tax firm Crowe
This week’s Citywealth Quick Insight Series on Tax Trends is dedicated to Hayley Ives and Jennifer McNally, national tax firm Crowe.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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Midsummer Magic in the Bradley Garden
Looking for a rewarding summer stroll? Discover the Bradley Rosaceous Collection, a five-acre garden near the Forest Hills entrance that showcases the remarkable diversity of the rose family.
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.
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
Art in Focus: Hank Willis Thomas
Rockefeller Center, in partnership with Art Production Fund, presents a series of public art pop-ups throughout the Center.read
Citywealth Leaders List – Top-rated Lists
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Citywealth Leaders List: Top 20 Boston Advisors and Managers 2026
Boston punches far above its weight. While New York dominates global finance, Boston’s private wealth is forged in a different furnace: universities, hospitals, biotechnology, venture capital and a centuries-old tradition of philanthropy.
This is the city where Harvard, MIT, Massachusetts General Hospital and Dana-Farber continually exchange talent, research and capital. Where federal funding, endowments, VC and entrepreneurial exits reinforce one another in a uniquely circular economy.
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.View the list
Citywealth Leaders List: Top 10 Malta Private Client Professionals 2026
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
Citywealth Leaders List: Top 20 Sports Professionals and Investment Advisors 2026
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
Citywealth Leaders List: Top 25 Sustainability Experts 2026
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
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