Citywealth Leaders List 2026 – Financial Advisory & UHNW Services

Best of the best directory of industry stars, rising talents & leading companies in private wealth management
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Financial Advisory & UHNW Services

Profile Type
Expertise
Location
Amy Blackwell Advisory
Bruno Bächli
Bruno Bachli Wenger Vieli
Partner
Wenger Vieli
Jade Fellowes
Picture of Jade Fellowes
Client Services Director & Head of Intermediaries
Suntera Global
Jonathan Gold
Jonathan Gold W1M
Wealth Manager
W1M
Grant Thornton
Greengage & Co. Limited
Sean Kiernan
Founder, CEO
Greengage & Co. Limited
Stonehage Fleming
Navitaur
Theo Antoniou
Theo Antoniou Spencer West
Founding Partner
Spencer West
Maxine Bodden Robinson
Maxine Bodden IMG Trust
Founder
IMG Trust
Andrew Dixon
Partner
Moore Dixon
Peter Goddard
Peter Goddard IMG Trust Cayman
Founder
IMG Trust
Anna Josse
Anna Josse Prism the Gift Fund
CEO and Founder
Prism the Gift Fund
Frederic Mege
Frederic Mege Square Services
Managing director
Square Services
Georgina Osborne-Stuart
Georgina Osborne-Stuart AES International
Director
AES International
Alex Pugh
Alex Pugh Saltus financial planner
Partner
Saltus
Thomas Quinn
Managing Director
David James Wealth
Hetal Sanghvi
Hetal Sanghvi Edwin Coe
Partner - Tax
Edwin Coe
KPMG
AES International
Angus Advisory Group
Apex Group
Asset Risk Consultants (ARC)
ATG Fund Services
atomos wealth
Kecia Barkawi
Kecia Barkawi ValueWorks Switzerland
Founder and Managing Partner, VALUEworks AG, Zurich, Switzerland
VALUEworks AG
Brooks Macdonald
Crown Mayfair
David James Wealth
Delfin Private Office
EQ Investors
Globaleye International Wealth
Greenwood Place
Howard Group
Jersey Finance
John Lamb Hill Oldridge
Judith Peterson Consulting
LCP/Private Office
Lockton Companies
Mason Hayes & Curran
Matheson
No More Worries
Northcap Wealth
Partners Wealth Management
Pictet
Prism the Gift Fund
Saltus
Stewardship
Suntera Global
The Fort Group
The Private Office
Totalserve Group
UBS
UMBRA International
VALUEworks AG
Wealthspire Advisors
Whitmill Trust
Dr Naveed Ahmed
SEO, Founder & Principal
Imani Wealth Management
Andreas Athinodorou
CEO
ATG Fund Services
Ann-Marie Atkins
Managing Partner
Evelyn Partners
Philip Bevan
Head of Financial Planning
Saltus
Amy Blackwell
Founder
Amy Blackwell Advisory
Kate Bond
CEO & Founder
Crown Mayfair
Hazel Bowen
Senior Wealth Manager
Canaccord Genuity Wealth Management
Nicholas Connon
CEO
Quintel Intelligence
Richard Cook
Senior Financial Planner
Rathbones
Kristina Duh
Assistant Vice President
Barclays Private Bank
Mark Farber
Owner
Mark L. Farber CPA PC
Sheryl Fofaria
Senior Program Officer
Dalio Philanthropies
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