Citywealth Leaders List 2025 – 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
Partner
Wenger Vieli
Jade Fellowes
Client Services Director & Head of Intermediaries
Suntera Global
Grant Thornton
Greengage & Co. Limited
Sean Kiernan
Founder, CEO
Greengage & Co. Limited
Tim Searle
Adviser
HNWTAX
Stonehage Fleming
Navitaur
Theo Antoniou
Founding Partner
Spencer West
Andrew Dixon
Partner
Moore Dixon
Alex Pugh
Partner
Saltus
Thomas Quinn
Managing Director
David James Wealth
Hetal Sanghvi
Partner - Tax
Edwin Coe
KPMG
AES International
Angus Advisory Group
Apex Group
Asset Risk Consultants (ARC)
ATG Fund Services
atomos wealth
Kecia Barkawi
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 (TPO)
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
Bradley Coutouly
Manager - Private Clients
Whitmill Trust
Kristina Duh
Assistant Vice President
Barclays Private Bank
Mark Farber
Owner
Mark L. Farber CPA PC
Heather Flanagan
Managing Director, Head of Family Office Services
Wealthspire Advisors
Sheryl Fofaria
Head of Social Impact & Philanthropy, Southeast Asia
UBS
Ilias Georgopoulos
Global Head, Private & Institutional Asset Owners
IQ-EQ
Holly Hill
Associate Director
John Lamb Hill Oldridge
Susie Hillier
Partner - Head of Wealth Planning
Stonehage Fleming