Report on the Citywealth IFC Awards 2026

Date: 02 Feb 2026

Karen Jones

The Citywealth International Financial Centre (IFC) Awards 2026 took place on January 28, 2026, at the Biltmore Hotel Mayfair in London.

Overview and Latest News

Find the entire list of winners here

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This 15th edition celebrated excellence in private wealth advisory, management, and services across leading international financial centres, recognizing firms and individuals for their innovation, client focus, and leadership in serving ultra-high-net-worth clients.

A room that reflected the industry at its best

The Citywealth IFC Awards 2026 brought together an exceptional cross section of the global private wealth community, with senior figures from banking, trust and fiduciary services, law, investment management and family office advisory represented across the room. Guests travelled from the Channel Islands, Switzerland, the Caribbean, the Middle East and key European centres, underscoring the truly international reach of the awards.

The guest list read like a snapshot of the industry’s leadership. Representatives from leading private banks including HSBC, UBS, Barclays Private Bank and RBC Wealth Management were joined by senior figures from trust and fiduciary groups such as JTC, ZEDRA, HIGHVERN, Fairway Group, Charterhouse Lombard and ACE International. The legal profession was equally strongly represented, with partners and litigators from firms including Bär & Karrer, Lenz & Staehelin, Signature Litigation, Davidoff Law, Mishcon de Reya, Kobre & Kim, Elias Neocleous & Co and long time sponsor from New York, Katten.

Family offices, investment managers and specialist advisers added further depth to the room, reflecting the increasingly interconnected nature of private wealth, while the presence of regulators, jurisdictional bodies and industry associations reinforced the collaborative spirit that underpins today’s international financial centres. It was a gathering defined not just by scale, but by substance, with many of those present shaping policy, advising multi-generational families and setting standards across borders.

A speaker with authority and presence

The evening was expertly guided by Rebecca Jones, whose calm authority and breadth of experience brought gravitas and momentum to the proceedings. Rebecca spent nearly three decades at the BBC as Arts Correspondent and Chief News Presenter, anchoring coverage of some of the most significant national and international events of recent years, from the death of the Queen to general elections, the war in Ukraine and major breaking news from the UK and abroad. She has interviewed many high profile celebrities who have been long term clients of attendees on the night.

Her career spans television, radio and live event moderation at the highest level. As the BBC’s Arts Correspondent for more than twenty years, she has interviewed leading figures from across culture, politics and public life, and has presented flagship programmes including Newswatch, Meet the Author, Talking Books and Radio 4’s PM. She has also judged major cultural awards and held non executive roles with institutions such as Birmingham Royal Ballet and the Barber Institute of Fine Arts.

At the IFC Awards, Rebecca brought the same clarity, intelligence and assured presence that has defined her broadcasting career. Her ability to balance warmth with precision ensured the evening flowed seamlessly, giving space to celebrate achievement while keeping the focus firmly on excellence, leadership and the evolving future of private wealth.

Jurisdiction wins

Jersey retained its dominant position as IFC of the Year (Gold) for the thirteenth time, highlighting the Channel Islands’ continued strength in the sector and Cayman secured Bronze. The event underscored trends such as trust company consolidations, cross-border expansions, and a renewed emphasis on personalized, client-centric services amid evolving regulatory landscapes. More on these jurisdictions below.

Editor’s Choice Awards

These special honors spotlight exceptional individuals contributing significantly to the private wealth industry.

Lloyd Maxwell, RBC Wealth Management – Editor’s Choice Award

Lloyd Maxwell, Senior Director at RBC Wealth Management in Jersey, was honoured with the Editor’s Choice Award at the Citywealth International Financial Centre Awards 2026 for his exemplary leadership in wealth management, particularly in client-centric strategies, succession planning and asset protection for ultra-high-net-worth families. RBC Wealth Management has a strong track record with Citywealth awards, including frequent recognitions in private banking and Channel Islands categories over the years.

Quote from Citywealth Editor Karen Jones: “Lloyd’s dedication exemplifies the steady professional manner and commitment to ensuring families feel supported, navigating complex changes while keeping client relationships at the centre.”

Elliott Phillips, Signature Litigation – Career Achievement

Elliott Phillips, Partner at Signature Litigation, is an internationally recognised barrister specialising in contentious trusts, estates and private wealth disputes and high-stakes offshore litigation. Qualified as a barrister in both England and Gibraltar, he has been ranked multiple times in Citywealth’s Top 100 Private Client Litigation and Trust Litigators lists in recent years.

Quote from Citywealth Editor Karen Jones: “Judges admired Elliott’s strong disputes capability and his composed approach to high-stakes litigation, reflecting an advisor full of energy and intelligence.”

Vadim Neumann, ZEDRA – Outstanding Individual of the Year

Vadim Neumann, Country Head of Switzerland & Liechtenstein at ZEDRA, has been featured in Citywealth’s Top 20 Trustees and is recognised on Citywealth’s Leaders List for his expertise in trusteeship and private client services. He has also been associated with ZEDRA’s nominations across multiple Citywealth IFC Awards categories, reflecting the firm’s strong presence in trustee and wealth management awards.

Quote from Citywealth Editor Karen Jones: “Vadim impressed with his practical oversight and his ability to guide families through sensitive transitions and a new era of cross-border mobility.”

List of Winners and Runners-Up attending on the night

The awards covered numerous categories, with notable performances from Swiss, Channel Islands, Caribbean, and other firms. Here is a comprehensive overview based on announced results:

IFC of the Year

Jersey – Gold

Guernsey – Silver

Cayman – Bronze

Citywealth judges would also like to recognise the strength of the firms shortlisted across a number of leading international jurisdictions at the Citywealth IFC Awards 2026. Each of these centres continues to play a distinct and important role in the global private client and wealth management landscape.  Delaware remains a cornerstone jurisdiction for US wealth planning, renowned for its sophisticated trust law, corporate flexibility, and deep expertise in family governance and succession structures. Guernsey continues to set the standard in fiduciary services, private wealth structuring, and fund administration, with a long-established reputation for regulatory stability and technical excellence. Guernsey was also a winner outright for Best Sustainability Jurisdiction. The Isle of Man stands out for its pragmatic approach to private client services, offering robust trust and estate planning solutions supported by a well respected regulatory environment. Monaco maintains its position as a premier hub for international private wealth, combining civil law expertise with a highly personalised advisory culture for ultra high net worth families. The UAE continues to strengthen its position as a global wealth centre, driven by modern trust and foundation regimes, international financial free zones, and a rapidly maturing private client advisory market.”

IFC of the Year – Jersey  – Gold

Jersey’s 2026 Gold win underscores its continued evolution as a leading international finance centre. The value of funds administered rose to £488.9 billion in 2022, the highest level recorded to date. This growth reflects the jurisdiction’s long-term resilience, regulatory strength and enduring appeal to global private capital. Quote from Joe Moynihan, CEO of Jersey Finance: “For more than six decades, Jersey has shown what it means to be a truly forward-looking international finance centre.”

Citywealth judges feedback says:  “Jersey’s repeated triumph as Gold IFC reflects a jurisdiction that doesn’t rest on laurels but innovates relentlessly, fostering an ecosystem where global families can confidently build enduring legacies.”

IFC of the Year – Cayman  – Bronze

Cayman’s Bronze in the IFC of the Year category at the 2026 Citywealth International Financial Centre Awards recognises the jurisdiction’s strong and evolving contribution to the global private wealth and financial services landscape. Citywealth featured the developments in Cayman in their 05 February article:  A premier hub for wealth, innovation and family office migration.

Citywealth judges feedback says: “Cayman’s Bronze award reflects far more than its long-established strength as the world’s leading hedge fund jurisdiction. What increasingly stands out is the island’s evolution into a sophisticated private wealth centre, combining innovative trust legislation, digital asset frameworks and a growing appeal for international family office migration. Cayman is proving it can adapt at pace, offering UHNW families the flexibility, technical expertise and regulatory clarity they need as wealth structures become more global, mobile and complex.”

Shortlisted in 2026 also were Delaware, Guernsey, Isle of Man, Monaco and UAE.

Advisor of the Year – Succession Planning

Clifford Ng, Zhong Lun Law Firm LLP – Winner

Bruno Bächli, Wenger Vieli – Runner-up

Bruno Bächli became Managing Partner at Wenger Vieli, in2025, he is a renowned succession planning specialist in Zurich, Switzerland.

Citywealth judges feedback says: “Bruno Bächli has earned his place among the standout advisers recognised at the Citywealth IFC Awards 2026 in the Advisor of the Year, Succession Planning category. He combines deep tax expertise with a practical understanding of family and business realities, which is exactly what clients need when planning for succession across jurisdictions.”

Boutique Law Firm of the Year

Davidoff Law – Winner

GASSER PARTNER Attorneys at Law – Runner-up

Davidoff Law was shortlisted for Boutique Law Firm of the Year in the Citywealth International Financial Centre (IFC) Awards 2026, alongside Campbells, Corbett Le Quesne, Fischer Ramp Buchmann, and GASSER PARTNER Attorneys at Law.

Winner – Davidoff Law

Judges highlighted their focused expertise in blending international and Swiss law, with particular praise for their extensive knowledge of bloodstock (equestrian and equine assets) and exceptional responsiveness to private clients.

Citywealth judges feedback says: “Davidoff Law’s Gold award at the Citywealth IFC Awards 2026 is a clear endorsement of a boutique firm operating at the very top of its field. The judges were particularly impressed by the firm’s ability to blend international and Swiss law with highly specialised expertise in bloodstock and equine assets, alongside an outstanding level of responsiveness to private clients. This recognition reflects both technical excellence and a deep understanding of complex client needs.”

Law firm of the Year – Cyprus

Elias Neocleous & Co LLC – Winner

Chrysses Demetriades & Co – Runner-up

Citywealth judges would also like to congratulate the firms shortlisted in the Cyprus category at the Citywealth IFC Awards 2026. A.G. Erotocritou LLC, Michael Kyprianou Law Firm, Patrikios Pavlou and Associates LLC, and Spencer West: all reflect the strength and growing sophistication of Cyprus as a centre for wealth management and private client services. The jurisdiction continues to demonstrate depth in cross border structuring, private client advisory, and international family wealth, and the quality of this shortlist underlines Cyprus’s important role within the global private wealth landscape.”

Elias Neocleous & Co LLC – Winner

Elias Neocleous & Co LLC is one of Cyprus’s most established and internationally recognised law firms, with a long standing presence advising private clients, corporates, and international investors. Headquartered in Limassol, the firm operates across multiple jurisdictions and is particularly well known for its strength in corporate structuring, tax, EU law, and cross border advisory work.

The firm has played a significant role in positioning Cyprus as a credible and sophisticated international financial centre, combining local legal depth with an outward facing, international approach. Its private client and wealth focused work is marked by technical precision, commercial awareness, and a clear understanding of complex cross border family and business structures.

Citywealth judges feedback says: “Elias Neocleous & Co LLC’s win at the Citywealth IFC Awards 2026 reflects the firm’s long standing contribution to the Cyprus legal and private client market. They combine scale, experience, and international reach with a deep understanding of complex client needs, and continue to play a leading role in strengthening Cyprus’s position as a trusted jurisdiction for international wealth and business.”

Lawyer of the Year – Switzerland

Matthias Bizzarro, Bär & Karrer – Winner

Dr Helmut Schwärzler, Schwärzler Rechtsanwälte – Runner-up

The Swiss shortlist at the Citywealth IFC Awards 2026 highlights the depth, sophistication, and global standing of Switzerland as a leading jurisdiction for wealth management and succession planning. Firms on the shortlist included Homburger, LALIVE, MLL Legal, Niederer Kraft Frey, PESTALOZZI Attorneys at Law, and Schellenberg Wittmer represent the very highest standards of private client, tax, and cross border advisory expertise.

Switzerland continues to be a trusted hub for international families and business owners, valued for its legal certainty, political stability, and long-established advisory culture. The firms on this shortlist demonstrate exceptional capability in guiding clients through complex succession planning, family governance, and multijurisdictional wealth structures, combining technical excellence with discretion and long-term perspective.

Together, this shortlist reflects Switzerland’s enduring role as a premier global centre for private wealth, where deep legal expertise and thoughtful succession planning remain central to preserving and transferring family wealth across generations.

Law Firm of the Year – Switzerland

Lenz & Staehelin – Winner

Bär & Karrer – Runner-up

Lenz & Staehelin is one of Switzerland’s most established and influential law firms, with a long history advising international businesses, financial institutions, and private clients. With offices in Zurich, Geneva, and Lausanne, the firm offers a truly national platform combined with a strong international outlook.

Citywealth judges feedback says: “Lenz & Staehelin’s recognition at the Citywealth IFC Awards 2026 reflects the firm’s enduring strength at the top end of the Swiss legal and private wealth market. They combine deep technical expertise with a thoughtful, long-term approach to succession planning and international wealth structuring, making them a trusted adviser to families and institutions alike.”

Bär & Karrer is one of Switzerland’s leading law firms, recognised for its strong domestic presence and international reach. With offices across Switzerland and a broad practice spanning corporate, tax, regulatory, and private client work, the firm advises both Swiss and international clients on complex legal and strategic matters. In the private wealth and succession planning arena, Bär & Karrer is known for its pragmatic, solution driven approach to advising families, entrepreneurs, and fiduciaries. The firm regularly supports clients with estate planning, family governance, and cross border succession structures, combining technical precision with commercial and personal sensitivity.

Citywealth judges feedback says: “Bär & Karrer’s recognition at the Citywealth IFC Awards 2026 highlights the firm’s strength in delivering sophisticated private client and succession planning advice. Their ability to navigate complex cross border issues with clarity and discretion makes them a key contributor to Switzerland’s reputation as a leading international wealth management hub.”

Law Firm of the Year – Litigation

Bär & Karrer – Winner

Dickinson Gleeson – Runner-up

“The shortlisted firms Babbé LLP, Conyers, Dickinson Gleeson, Mourant, and Sinels collectively reflect the depth and quality of expertise found across the leading offshore and international private wealth jurisdictions. Each firm brings a distinct strength, from long-established local insight and boutique dispute resolution expertise to global reach and sophisticated cross-border advisory capabilities. Together, this shortlist highlights the continued importance of offshore centres such as Guernsey, Jersey, and the Isle of Man in supporting international wealth management, trust structures, and complex private client matters. The firms recognised demonstrate technical excellence, sound judgment, and a client-focused approach that underpins the resilience and global relevance of these jurisdictions within the international private wealth landscape.”

Bär & Karrer is widely recognised for its strength in complex, high stakes litigation and dispute resolution, acting for corporations, financial institutions, and private clients in some of the most significant cases before Swiss courts and arbitral tribunals. The firm’s litigation practice is known for its strategic depth, technical rigour, and ability to manage sensitive matters involving multiple jurisdictions. In the private client context, Bär & Karrer has particular experience in disputes arising from succession, family governance, trusts, and asset recovery. The firm is valued for its calm, authoritative approach in contentious situations, combining deep procedural expertise with an understanding of the personal and reputational considerations that often accompany wealth related disputes. Particular note was given to Matthew Reiter and Aurélie Conrad Hari.

Citywealth judges feedback says: “Bär & Karrer’s recognition in the litigation category at the Citywealth IFC Awards 2026 reflects the firm’s ability to handle complex and sensitive disputes with exceptional skill. Their litigation team brings clarity, strategic judgment, and discretion to matters where both legal outcomes and personal interests are at stake, reinforcing Switzerland’s standing as a trusted jurisdiction for resolving private wealth disputes.”

Lawyer of the Year – Switzerland

Matthias Bizzarro, Bär & Karrer – Winner

Dr Helmut Schwärzler, Schwärzler Rechtsanwälte – Runner-up

The Lawyer of the Year – Switzerland shortlist at the Citywealth IFC Awards 2026 showcases a remarkable group of practitioners who exemplify the highest standards of legal excellence in private client, wealth management and cross-border advisory work. Andrea Dorjee-Good (Schellenberg Wittmer), Catherine Grun Meyer (Niederer Kraft Frey), Claudia Suter (Homburger), Dr Helmut Schwärzler (Schwärzler Rechtsanwälte), Indrani Veronica Vesin (Bonnard Lawson International Law Firm), Stéphanie La Roche (BOREL & BARBEY AVOCATS), and Werner Jahnel (LALIVE) each bring a wealth of expertise, insight and professional integrity to the complex legal matters facing international families, business owners and trustees today. These lawyers represent the depth of talent and sophistication that define Switzerland as a premier jurisdiction for private client advisory and wealth structuring. From succession planning and estate matters to disputes and high-value cross-border issues, the individuals on this shortlist combine technical mastery with thoughtful client-centred service. Their work reinforces Switzerland’s enduring role as a trusted centre for international wealth, where legal precision, commercial understanding and long-term perspective are essential.”

Matthias Bizzarro of Bär & Karrer is recognised for his outstanding work advising private clients and families on complex litigation and dispute resolution matters. His practice is distinguished by a calm, strategic approach to high value and sensitive disputes, often involving succession issues, family governance, and cross border asset structures. Operating at the intersection of private wealth and contentious matters, Matthias Bizzarro is trusted by clients for his ability to navigate technically demanding cases while remaining attuned to the personal, commercial, and reputational considerations involved. His work reflects the depth and quality of Switzerland’s legal market, reinforcing the jurisdiction’s standing as a trusted forum for resolving private wealth disputes.

Citywealth judges feedback says: “Matthias Bizzarro’s win at the Citywealth IFC Awards 2026 reflects exceptional skill in handling complex and sensitive litigation for private clients. His strategic judgment, technical strength, and measured approach set him apart, and his work at Bär & Karrer exemplifies the excellence that continues to define Switzerland as a leading jurisdiction for private wealth disputes.”

Investment Management Company of the Year – Channel Islands & Isle of Man

Barclays Private Bank and Wealth Management – Winner

Rathbones Investment Management International – Runner-up

The shortlist for Investment Management Company of the Year – Channel Islands & Isle of Man brings together firms with very different investment philosophies and business models, united by their ability to operate effectively in sophisticated offshore markets. Canaccord Wealth, Julius Baer, LGT Wealth Management, and Melville Douglas each demonstrate a clear understanding of the demands placed on investment managers serving internationally mobile clients through these jurisdictions. Rather than a one-size-fits-all approach, this shortlist reflects the diversity that characterises the Channel Islands and the Isle of Man, from global investment platforms to highly tailored advisory firms. The firms recognised stand out for their ability to deliver disciplined investment management, clear governance, and long-term thinking in environments where trust, consistency, and technical competence matter most.

Barclays Private Bank and Wealth Management – Winner

Barclays Private Bank and Wealth Management is recognised as the winner in this category for the strength and consistency of its investment offering across the Channel Islands and the Isle of Man. The business combines global investment resources with strong local presence, enabling clients to access institutional-grade investment management alongside tailored, jurisdiction-specific advice.

Citywealth judges feedback says: “What set Barclays Private Bank and Wealth Management apart was its ability to operate at scale without losing control of detail. Across the Channel Islands and the Isle of Man, the firm demonstrated strong investment oversight, clear accountability, and an approach that works in practice for clients using offshore structures as part of long-term wealth planning.”

Rathbones Investment Management International was recognised as runner up for its strong, long standing, investment proposition across the Channel Islands, underpinned by a long established culture of stewardship and disciplined decision-making. The business brings a clear, thoughtful approach to investment management, particularly valued by clients seeking continuity and a long-term perspective within offshore structures.

Citywealth judges feedback says: “Rathbones Investment Management International was recognised for the strength of its client relationships and the leadership driving its offshore business. Under Jonathan Giles, the team has built a trusted proposition across the Channel Islands, marked by continuity, clarity of approach, and a focus on long term outcomes for clients.”

Investment Professional of the Year – Channel Islands & Isle of Man

Tiffany Gervaise-Brazier, Rathbones Investment Management International – Winner

Karl Holden, Melville Douglas – Runner-up

The Investment Professional of the Year – Channel Islands & Isle of Man shortlist at the Citywealth IFC Awards 2026 highlights a strong cohort of investment leaders operating at the highest level of offshore wealth management. Andy Finch of Canaccord Wealth brings long-standing leadership and strategic oversight to one of the region’s most established international platforms. Euan Dangerfield of Cazenove Capital is recognised for his client-focused investment approach and deep understanding of complex private wealth needs. Grant Hamilton of UBS contributes decades of experience advising private clients, trusts and institutions within a global wealth management framework. Jason Downie of Evelyn Partners is noted for his disciplined investment management and hands-on portfolio expertise within the international business. Scott Spencer of LGT Wealth Management represents the strength of a firm known for long-term stewardship and prudent investment philosophy. Collectively, these professionals reflect the depth of talent, technical capability and client commitment that underpin the Channel Islands and Isle of Man’s status as leading centres for international investment management.

Tiffany Gervaise-Brazier, Rathbones Investment Management International – Winner

Tiffany Gervaise-Brazier of Rathbones Investment Management International is recognised for the quality of her work advising private clients and families from Guernsey. She is noted for building strong, trusted relationships and for her clear, measured approach to investment advice within offshore structures. Clients value her professionalism, attention to detail, and ability to communicate complex matters in a way that supports informed, long-term decision making. Her work reflects both the strength of Rathbones’ Guernsey presence and the depth of emerging talent within the jurisdiction’s private wealth sector.

Citywealth judges’ feedback

Citywealth judges feedback says: “Citywealth judges selected Tiffany Gervaise-Brazier as winner for the maturity of her judgment and the strength of the client relationships she has developed in Guernsey. Her thoughtful approach, technical grounding, and commitment to long term outcomes stood out, marking her as an impressive and emerging talent within the private wealth industry.”

Karl Holden, Melville Douglas – Runner-up

Karl Holden of Melville Douglas is recognised as runner up for his role as Head of International Fixed Interest and Currency Strategy. Based in Jersey, his work is closely tied to income generation, capital preservation, and risk management, particularly during periods of market volatility. Karl is well regarded for his clear communication and disciplined investment framework, providing clients with confidence and structure in complex market conditions.

Citywealth judges feedback says: “Citywealth judges named Karl Holden runner up in recognition of his leadership at Melville Douglas. His technical expertise, market insight, and ability to translate complex dynamics into practical portfolio outcomes were particularly noted, reflecting a strong and credible investment capability within the Channel Islands.”

Private Bank of the Year – Channel Islands & Isle of Man

Butterfield Bank – Winner

RBC Wealth Management – Runner-up

EFG Private Bank, Investec, Julius Baer, Nedbank Private Wealth, and Union Bancaire Privée were shortlisted for demonstrating distinct strengths within private banking rather than a one size fits all model. The judges recognised their ability to execute well in their chosen areas, from entrepreneurial client servicing and specialist lending to investment led advice and international structuring. Each showed evidence of practical delivery, experienced teams, and propositions that are clearly understood by clients

RBC Wealth Management – Runner-up

RBC Wealth Management was named runner up for Private Bank of the Year in recognition of its long established presence in Jersey and the strength of its leadership team. The judges noted the contribution of Sarajane Kempster, Managing Director and Head of Fiduciary Clients, and Gail McCourt, Head of Private Client Fiduciary Services for the British Isles, both of whom play key roles in supporting fiduciary and private clients across offshore structures and governance requirements. Their combined experience reflects the depth of capability within RBC’s Jersey business, underpinned by continuity of service, sound oversight, and access to global resources.

Citywealth judges’ feedback: “RBC Wealth Management’s runner up position reflects the quality and experience of its Jersey leadership team. The judges were particularly impressed by their expertise and judgment, supporting long term client relationships, reinforcing the bank’s reputation for stability and trusted advice.”

Private Bank of the Year – Europe

LGT Private Bank – Winner

UBS – Runner-up

Banca Generali, Berenberg, Delen Private Bank, Intesa Sanpaolo Private Banking, and Kathrein Privat Bank were shortlisted for their ability to advise private clients and families on the preservation, management, and transition of wealth. The judges recognised their focus on discretionary portfolio management, long term asset allocation, and structured advice aligned to family objectives. Each demonstrated strong private client governance, experienced relationship teams, and a clear understanding of client needs across generations, which supported their progression to the shortlist.

UBS – Runner-up

UBS was named runner up for Private Bank of the Year – Europe in recognition of the scale and reach of its private banking business across the region. In Switzerland, where it is the largest private wealth manager by assets under management, the bank plays a central role in the domestic and international private wealth market. Alongside this, UBS maintains established private banking operations across key European centres including the UK, Germany, France, Monaco, and Luxembourg. Judges noted the depth of its investment and advisory capabilities and its ability to deliver consistent outcomes for private clients across jurisdictions and at scale.

Citywealth judges’ feedback: “UBS’s runner up position reflects its leadership position in Switzerland and the breadth of its private banking presence across Europe. The judges were impressed by the scale of its operations, the depth of its investment and advisory expertise, and the consistency of service delivered to private clients across multiple markets.”

Private Bank of the Year – Monaco

Barclays Private Bank– Winner

Societe Generale Private Banking – Runner-up

CFM Indosuez Wealth Management, CMB Monaco, Edmond de Rothschild, J. Safra Sarasin, Rothschild & Co Wealth Management, and Société Générale Private Banking were shortlisted for their strength in serving private clients from Monaco, a jurisdiction valued for stability, discretion, and cross border flexibility. The judges recognised their ability to combine investment management, wealth structuring, and banking services within a regulatory environment that supports internationally mobile families. Each demonstrated experienced local teams, a strong understanding of client needs linked to residence and asset planning, and the ability to use Monaco effectively as a base for long term private wealth management.

Barclays Private Bank– Winner

Barclays Private Bank was named Private Bank of the Year – Monaco in recognition of the strength of its private wealth offering for internationally mobile clients and families. Operating from Monaco, the bank demonstrated an ability to combine investment management, banking, and lending with a clear understanding of the jurisdiction’s role in residence based and cross border wealth planning.

Citywealth judges’ feedback: “Barclays Private Bank and Wealth Management was selected as winner for Monaco for the clarity and effectiveness of its private wealth offering in the jurisdiction. The judges were impressed by the strength of the Monaco team, the quality of client advice, and the bank’s ability to support internationally mobile clients using Monaco as a well integrated part of a wider private wealth strategy.”

Private Bank of the Year – Switzerland

HSBC Private Banking – Winner

Lombard Odier – Runner-up

Julius Baer, LGT Private Bank, Lombard Odier, Mirabaud Group, UBS, and Vontobel were shortlisted for Private Bank of the Year – Switzerland in recognition of their central role in the Swiss private wealth market. The judges highlighted their ability to combine long established Swiss banking traditions with modern investment management, strong governance, and international client coverage. Each demonstrated depth of expertise in discretionary portfolio management, a high standard of client advice, and the stability and credibility that continue to underpin Switzerland’s position as a leading centre for private wealth.

HSBC Private Banking – Winner

HSBC Private Banking was named Private Bank of the Year – Switzerland in recognition of the depth and maturity of its private banking offering delivered from Zurich and Geneva. The bank demonstrated strong capability across discretionary portfolio management, lending, and wealth structuring, supported by experienced relationship teams with a clear understanding of the Swiss regulatory and client environment. Judges noted HSBC’s ability to support internationally mobile clients and families through coordinated advice across jurisdictions, while maintaining a disciplined, Swiss based approach to governance, risk, and client service.

Citywealth judges’ feedback: “The judges awarded HSBC Private Banking the Switzerland title for the way it operates as a fully-fledged Swiss private bank while retaining a distinctly international orientation. The strength of its Geneva based booking and advisory platform, supported by Zurich, was clearly evidenced, as was the bank’s ability to deliver discretionary investment management and credit within a tightly governed FINMA regulated structure. This combination of Swiss discipline and international connectivity was a key differentiator in the category.”

Private Banker/Investment Manager of the Year – Switzerland

Matthew Barrett, Bellecapital – Winner

Will Easter, UBS – Runner-up

Chris Bonello of Lombard Odier, Frank Hoheisel of Julius Baer, Lionel Aeschlimann of Mirabaud Group, Michael Welti of Banque Heritage, and Savvas Mallas of Stonehage Fleming were shortlisted for their individual approach to advising private clients and managing capital in Switzerland. The judges looked beyond titles to assess how each professional works with clients in practice, including the quality of decision making, communication, and judgement applied over time. Each has built credibility through consistent delivery, measured investment thinking, and the ability to support clients through changing market conditions, which secured their place on the shortlist.

Matthew Barrett, Bellecapital – Winner

Matthew Barrett of Bellecapital was named winner in recognition of his work advising private clients through a disciplined and thoughtful investment approach. Based in Switzerland, he demonstrated a clear ability to translate market conditions into practical portfolio decisions, supported by close client engagement and a strong sense of accountability. Judges noted his hands on involvement in portfolio management, his consistency of decision making, and the trust he has built with clients, which together distinguished him in a competitive field.

Citywealth judges’ feedback: “The judges selected Matthew Barrett as winner for the clarity and discipline he brings to investment decision making for private clients. His direct involvement in portfolios, clear communication with clients, and measured response to market change were seen as stand out qualities, reflecting a high standard of professional judgement.”

Will Easter, UBS – Runner-up

Will Easter of UBS was named runner up for his work advising private clients on portfolio construction and asset allocation within the Swiss private banking market. The judges focused on his ability to work closely with clients on investment decisions, particularly during periods of market uncertainty, and his skill in explaining risk, trade offs, and long term positioning in plain terms. His role requires operating within UBS’s investment framework while retaining judgement at the client level, and it was this balance between structure and individual responsibility that stood out.

Citywealth judges’ feedback: “The judges selected Will Easter as runner up for the quality of his investment thinking and the way he works with clients on real portfolio decisions. His ability to engage directly with risk, performance, and asset allocation, rather than relying on generic positioning, was a clear strength and distinguished his work within a large private banking environment.”

Family Office Services and UHNW Services of the Year

Stonehage Fleming – Winner

Crestbridge Family Office Services – Runner-up

1875 Finance, Crestbridge Family Office Services, FAM (Monaco) Multi Family Office, Landmark Family Office, Patrimium, and PFIS Group were shortlisted for Family Office Services and UHNW Services of the Year in recognition of their ability to operate at the centre of ultra high net worth decision making. The judges focused on firms trusted with long term oversight of family wealth, governance, and coordination across advisers, assets, and jurisdictions. Each demonstrated discretion, judgement, and the capacity to act as a central point of control for families whose needs extend well beyond investment management, reflecting the continued importance of family offices as the preferred model for UHNW clients globally.

Stonehage Fleming – Winner

Stonehage Fleming was named Family Office Services and UHNW Services of the Year in recognition of its long-standing role supporting ultra high net worth families across generations. The firm demonstrated depth across governance, wealth planning, investment oversight, and the coordination of advisers, acting as a central point of control for families with complex personal, commercial, and cross border interests. Judges noted the quality of its people, the seriousness of its approach to long term family relationships, and its ability to operate with discretion while handling significant responsibility on behalf of clients.

Citywealth judges’ feedback: “The judges selected Stonehage Fleming as winner for the substance and credibility of its family office offering. Its ability to act as a trusted adviser to UHNW families over the long term, bringing together governance, planning, and investment oversight, clearly distinguished the firm in this category.”

Independent Trust Company of the Year

Fairway Group – Winner

Charterhouse Lombard – Runner-up

Accuro, ACE International/ACE Trustees, Beauvoir Group, and JTC Group were shortlisted in recognition of their role supporting some of the world’s largest and most sophisticated private clients. The judges focused on firms trusted by billionaires and family offices to administer complex ownership structures, oversee governance, and ensure continuity across jurisdictions. Each demonstrated depth of experience, technical capability, and the discretion required to operate at the very top end of the private wealth market, securing their place on the shortlist.

Fairway Group – Winner

Fairway Group was named Independent Trust Company of the Year in recognition of its role operating as a family office for global wealthy families. The firm demonstrated responsibility for significant private assets, long term ownership structures, and family governance arrangements across jurisdictions. Judges noted Fairway’s ability to work directly with family principals, manage sensitive decision making, and provide continuity over time, reflecting the level of trust placed in the firm by some of the world’s most substantial private clients.

Citywealth judges’ feedback
Citywealth judges’ feedback: “The judges selected Fairway Group as winner because of the way it supports families with significant wealth in a hands-on, tailored way. What stood out was the firm’s director-led private client approach across multiple jurisdictions, including its ability to work directly with families on governance, succession and bespoke trust arrangements while coordinating with wider advisers.”

Charterhouse Lombard – Runner-up

Charterhouse Lombard was named runner up in the Family Office Services and UHNW Services category for the way it combines technical trust and fiduciary capability with long-term, relationship-driven support for private clients and families. Established and independent, the firm is known for its careful handling of governance, succession and wealth structuring across key hubs including the Isle of Man and Dubai. Judges recognised Charterhouse Lombard’s commitment to working closely with families and their advisers, tailoring solutions that reflect the practical realities of long-term private wealth management rather than one-size-fits-all models.

Citywealth judges’ feedback: “Charterhouse Lombard stood out to the judges for the quality of its client engagement and the way it approaches family office work with a focus on people rather than process. The firm’s experienced teams were praised for their judgement in structuring and administering wealth arrangements, and for the clarity and continuity they provide to families as their needs evolve over time.”

Trust Company of the Year – Caribbean

HIGHVERN – Winner

Harneys Fiduciary – Runner-up

Butterfield Trust, Corvalier Trust Company, JTC Group, Meritus Trust Company, Ocorian, and Trident Trust were shortlisted in recognition of the depth of trust and fiduciary expertise within the Caribbean private wealth sector. The judges highlighted the calibre of advisers operating in the region, particularly their experience supporting UHNW families with long term structuring, governance, and succession, alongside a growing focus on impact and sustainability aligned to family values. Each firm demonstrated strong local knowledge, technical capability, and the ability to work at an international level, reinforcing the Caribbean’s position as a sophisticated centre for private wealth and responsible capital stewardship.

HIGHVERN – Winner

Highvern was named winner in the Family Office and UHNW Services category for its distinctive ability to bridge traditional private wealth services with the needs of technology-oriented and internationally mobile families, particularly those with ties to the United States. The firm’s multi-jurisdictional approach and adept handling of complex family dynamics set it apart in a crowded field, reflecting both technical ability and an understanding of how modern family offices operate across technology-driven, global networks.

Citywealth judges’ feedback: “The judges selected Highvern as winner for the way it serves families whose wealth and interests span technology, innovation and international markets. Its ability to integrate fiduciary services with a family office mindset, and to support clients with exposure to the US multiple financial and tech ecosystems, was seen as a clear differentiator.”

Harneys Fiduciary – Runner-up

Harneys Fiduciary was named runner up for its strength as a Cayman based fiduciary and legal services provider operating at the centre of global private wealth and investment activity. The judges recognised the firm’s ability to support sophisticated clients across investment funds, private wealth structures, and contentious matters, drawing on both local Cayman expertise and a wider international network. Its work reflects a practical, outcome focused approach to complex cross border issues, underpinned by experienced leadership and long standing client trust within one of the world’s most important financial centres.

Citywealth judges’ feedback: “The judges were impressed by Harneys Fiduciary’s position within the Cayman Islands market and its ability to support private clients and structures operating across jurisdictions. Its depth of expertise across private wealth, funds, and related disputes, combined with strong local insight and international reach, marked it out as a credible and trusted adviser in a highly competitive category.”

Trust Company of the Year – Cyprus

The Aspen Trust Group – Winner

Harneys Fiduciary – Runner-up

AGPLAW, Anemi Trustees, Trident Trust Company, and Vistra were shortlisted for Trust Company of the Year – Cyprus in recognition of their role supporting the jurisdiction’s expanding private wealth and structuring activity. Judges noted Cyprus’s growing appeal to technology, media, and film related businesses, alongside its continued importance for families and investors from the Middle East and wider region seeking stability, access to Europe, and well regulated trust services. Each shortlisted firm demonstrated the capability to administer substantial structures, manage cross border requirements, and respond to changing geopolitical and commercial dynamics, reinforcing Cyprus’s position as a credible and increasingly strategic trust jurisdiction.

The Aspen Trust Group – Winner

The Aspen Trust Group was named Trust Company of the Year – Cyprus in recognition of the consistency and quality of its trust and fiduciary services in the jurisdiction. The judges noted the firm’s strong local presence, its ability to administer substantial private wealth structures, and the confidence placed in the business by international clients. Leadership was a key factor in the decision, with the firm’s continued success building on a track record of recognition at Citywealth awards over several years, reflecting sustained delivery rather than a one-off performance.

Citywealth judges’ feedback: “The judges selected The Aspen Trust Group as winner for Cyprus for its proven track record and the standard of its trust services. The firm’s leadership under Marina Zevedeou has been recognised repeatedly by Citywealth in previous years, and this year’s award reflects continued strength in execution, client confidence, and the ability to deliver consistent fiduciary services in an unexpected environment.”

Harneys Fiduciary – Runner-up

Harneys Fiduciary was named runner up for Trust Company of the Year – Cyprus in recognition of the strength of its Limassol based fiduciary and corporate services offering. Led by Andreas Liassides and Theodoros Assiotis, the team demonstrated depth across company administration, directorship, accounting, and compliance, supporting international clients with practical, well governed solutions. Judges noted the firm’s ability to combine technical capability with day to day delivery, positioning Harneys Fiduciary as a trusted operator within Cyprus’s evolving trust and corporate services market.

Citywealth judges’ feedback: “The judges selected Harneys Fiduciary as runner up for the quality of its Cyprus based team and the strength of its corporate and fiduciary services. The leadership of Andreas Liassides and Theodoros Assiotis, together with the firm’s clear focus on governance and compliance, were highlighted as key strengths in a competitive category.”

Trust Company of the Year – Guernsey

Beauvoir Group – Winner

Oak Group – Runner-up

Albany Trustee Company, Imperium Trust Company Limited, New Street Management, Oak Group, Praxis, and Summit Trust were shortlisted for Trust Company of the Year – Guernsey in recognition of the jurisdiction’s continued strength in private wealth and fiduciary services. The judges highlighted Guernsey’s reputation for managing cross border and multi generational structures, supported by a regulatory environment that encourages innovation alongside high standards of client service. Particular note was made of the island’s growing leadership in sustainability and responsible investment, including the development of green and natural capital structures, as well as the ability of local trust companies to deliver bespoke, relationship led solutions. Each shortlisted firm demonstrated depth of fiduciary expertise, stability of teams, and the judgement required to act as long term partners to families and family offices, reinforcing Guernsey’s standing as a mature and forward looking trust centre

Beauvoir Group – Winner

Beauvoir Group was named winner in recognition of its long standing role as an independent, owner managed trust and corporate services provider in Guernsey. Established in 1998, the firm demonstrated depth across private client, family office, corporate, and fund services, with a clear emphasis on bespoke structuring and careful administration. Judges noted Beauvoir’s ability to support high net worth families and institutions through trust, foundation, and company arrangements, alongside its strength in regulatory compliance and fiduciary oversight. Its independence and local decision making were seen as key factors in delivering consistent, client focused outcomes from a Guernsey base.

Citywealth judges’ feedback: “The judges chose Beauvoir Group as winner for the way it runs a tightly managed, independent business in Guernsey. What stood out was the firm’s hands on approach to trust and company administration, the closeness of its client relationships, and the fact that decisions are taken locally by people who are directly accountable. That combination of experience, independence, and day to day involvement set Beauvoir apart in this category.”

Oak Group – Runner-up

Oak Group was named runner up in the Trust Company of the Year – Guernsey category in recognition of the scale and professionalism of its Guernsey operation. Headquartered in St Peter Port, the firm has established a significant private client, corporate, and fund administration business, managing substantial assets for international clients. Judges noted Oak’s strength in trust and fiduciary services, the depth of its local teams, and its ability to deliver regulated, bespoke solutions across multiple jurisdictions, while maintaining Guernsey as a core centre of expertise and decision making.

Citywealth judges’ feedback: “The judges recognised Oak Group as runner up for the strength of its Guernsey leadership and operational depth. Under Group CEO and Executive Director Kim Sgarlata, the business demonstrated clear oversight, experienced decision making, and the ability to manage substantial private client and fiduciary structures from Guernsey. This leadership focus, combined with well-resourced local teams, was a key factor in Oak’s recognition in the category.”

Trust Company of the Year – Hong Kong & Singapore

HSBC Trust & Fiduciary Services (Hong Kong and Singapore) – Winner

Nomura Trust Company (Singapore) Ltd. – Runner-up

Maples Group, Nomura Trust Company (Singapore) Ltd., Praxis, TMF Group, and ZEDRA were shortlisted for Trust Company of the Year – Hong Kong & Singapore in recognition of their role within a trust sector undergoing significant change. Judges considered how firms are responding to the region’s shift away from higher risk lending towards asset management, fiduciary, and service based trust work, alongside the rapid growth in trust assets and investment focused mandates. Each shortlisted firm demonstrated the capability to operate at scale, support alternative investment and capital structures, and adapt to evolving regulatory expectations, while continuing to serve international families, institutions, and investors using Hong Kong and Singapore as strategic trust hubs.

HSBC Trust & Fiduciary Services (Hong Kong and Singapore) – Winner

HSBC Trust & Fiduciary Services was recognised in the Trust Company of the Year – Hong Kong & Singapore category for the scale and maturity of its trust offering across Asia’s two leading wealth centres. Operating from Hong Kong and Singapore, the business demonstrated depth across trusteeship, estate administration, family governance, and philanthropic structures, supporting entrepreneurs and families with long term succession and business continuity needs. Judges noted the breadth of assets under administration, the longevity of HSBC’s presence in Asia, and the strength of its regional leadership, with experienced teams in both North and Southeast Asia delivering coordinated trust and fiduciary services within a global private banking framework.

Citywealth judges’ feedback: “The judges selected HSBC Trust & Fiduciary Services for the substance of its trust operations in Hong Kong and Singapore. The scale of assets under administration, the depth of experience within its regional teams, and the clarity of its approach to succession, governance, and estate administration were all highlighted. The leadership of Sharnika Silva in Southeast Asia and Christina Tung in North Asia was noted in particular, reflecting a well established and well run trust platform serving Asian private wealth.”

Trust Company of the Year – Isle of Man

JTC Group – Winner

Charterhouse Lombard – Runner-up

Equiom, IQ-EQ, Suntera, and Trident Trust Company were shortlisted in recognition of the strength and professionalism of the Isle of Man trust sector. Judges noted the high standard of technical expertise required to operate in the jurisdiction, where trust businesses play a central role in wealth management, succession planning, and private trust company structures for families seeking long term control. Particular emphasis was placed on the quality of people, including their understanding of fiduciary duties, regulatory discipline, and client handling across complex, often multi generational arrangements. Each shortlisted firm demonstrated the depth of experience, training, and judgement needed to operate effectively within a tightly regulated environment, reinforcing the Isle of Man’s position as a leading trust jurisdiction.

JTC Group – Winner

JTC Group was named Trust Company of the Year – Isle of Man in recognition of the strength and breadth of its fiduciary operation on the island. Based in Douglas and led by Managing Director Aidan Davin, the team demonstrated capability across trust and corporate administration, alongside specialist expertise in real estate and luxury assets such as yachts and aircraft. Judges noted the depth of experience within the office, its ability to support complex private client structures, and the way local decision making is combined with the resources of a global group. The Isle of Man operation was seen as a strong example of how a well regulated jurisdiction can deliver both technical rigour and practical client service.

Citywealth judges’ feedback: “The judges selected JTC Group as winner for the quality and substance of its Isle of Man trust business. The leadership of Aidan Davin and the strength of the local team were particularly noted, alongside the office’s ability to handle demanding fiduciary work, including assets that require specialist oversight. This combination of local expertise, disciplined governance, and global support clearly distinguished JTC in the Isle of Man category.”

Charterhouse Lombard – Runner-up

Charterhouse Lombard was named runner up in the Trust Company of the Year – Isle of Man category for the way it operates as a genuinely hands on fiduciary business. The judges were struck by how closely the firm works with clients, with senior people directly involved in day to day trust and company matters rather than operating at arm’s length. Its Isle of Man team was recognised for practical judgement, continuity, and an ability to deal calmly with sensitive family situations, supported where needed by international capability. This grounded, people led approach was a clear factor in its recognition.

Citywealth judges’ feedback: “The judges selected Charterhouse Lombard as runner up because of the way the firm works with clients. Decisions are taken by experienced people who know the structures and the families behind them, and that level of involvement is increasingly rare. The Isle of Man team demonstrated credibility, stability, and a clear understanding of its fiduciary responsibilities, which stood out in this category.”

Trust Company of the Year – Jersey

Announced by Joshua Rubenstein, Partner and Global Chair of the Private Wealth Department – sponsor

HIGHVERN – Winner

JTC Group – Runner-up

Equiom, HSBC Trustee (C.I.) Limited, Ocorian, and Suntera were shortlisted in recognition of Jersey’s position as one of the world’s most established trust jurisdictions. The judges highlighted the depth and maturity of the island’s trust industry, underpinned by long standing legislation and rigorous regulation, which supports the administration of substantial private wealth and long term family structures. Particular note was made of the expertise required to manage complex international arrangements, including private trust companies and reserved power structures, where families seek both flexibility and control. Each shortlisted firm demonstrated the technical capability, experience, and judgement needed to operate at the top end of Jersey’s private wealth market.

HIGHVERN – Winner

HIGHVERN was named Trust Company of the Year – Jersey in recognition of its ability to combine long institutional experience with a clear sense of renewal. While the business has operated in Jersey since the early days of the island’s development as an international finance centre, judges noted how HIGHVERN has reshaped itself as an independent firm in recent years while retaining continuity of people, relationships, and fiduciary expertise. Its work supporting family office, trust, corporate, and fund structures demonstrated an understanding of how wealth is preserved through changing economic and political cycles, rather than through short term solutions.

Citywealth judges’ feedback: “The judges selected HIGHVERN as winner because it demonstrated what long term trusteeship looks like in practice. The firm showed clear evidence of guiding client structures through multiple economic and political cycles, with continuity of people and decision making rather than frequent reinvention. Under Martin Hall’s leadership, and with Naomi Rive overseeing private wealth, HIGHVERN stood out for its ability to adapt services while maintaining stable relationships and sound judgement, which the judges felt is increasingly rare in the Jersey market.”

Trust Company of the Year – Switzerland

Announced by Joshua Rubenstein, Partner and Global Chair of the Private Wealth Department – sponsor

ACE International/ACE Trustees – Winner

ZEDRA – Runner-up

Butterfield Group, JTC Group, R&H Trust, Reliance, Rhône Trust, and Summit Trust were shortlisted for Trust Company of the Year – Switzerland in recognition of their ability to operate within one of the most tightly regulated fiduciary environments in Europe. The judges focused on firms acting as Swiss Trust Companies, where trusteeship is delivered through licensed Swiss corporate entities subject to FINMA supervision, demanding high standards of governance, discretion, and technical accuracy. Each shortlisted firm demonstrated capability in managing substantial and diverse assets, supporting private trust company structures, and advising families on long term wealth management, succession, and holding arrangements within a stable, onshore Swiss framework. Their inclusion on the shortlist reflects the level of judgement and compliance required to serve private clients effectively under Switzerland’s modern trust regime.

ACE International/ACE Trustees – Winner

ACE International/ACE Trustees were named Trust Company of the Year – Switzerland in recognition of the depth and consistency of their fiduciary work from Geneva. Operating as an independent trust company, the group demonstrated strength in advising entrepreneurs and families on trust structures, corporate engineering, and succession planning across multiple jurisdictions. Judges noted the firm’s long operating history, its international reach, and its ability to handle complex ownership and governance arrangements with precision. The business was seen as a strong example of Swiss trusteeship delivered through disciplined oversight, technical expertise, and close client engagement.

Citywealth judges’ feedback: “The judges selected ACE International and ACE Trustees as winner for Switzerland for the substance of their fiduciary work and the quality of their leadership. The firm showed clear evidence of long term delivery for entrepreneurial families, combining Swiss based trusteeship with international coordination. The continued recognition of CEO, Ariane Slinger by Citywealth was also noted, reflecting experienced leadership and a well established reputation within the Swiss trust sector.”

ZEDRA – Runner-up

ZEDRA was named runner up for Trust Company of the Year – Switzerland for the way its Swiss teams handle a wide range of fiduciary and administrative work with consistency and control. Working from Geneva, Zurich, and Zug, the firm supports families, entrepreneurs, and businesses on trusteeship, succession planning, and the practical realities of running structures in Switzerland. Judges were struck by the day to day breadth of work handled by the Swiss offices and by the clarity with which responsibilities are managed locally, even within a large international group.

Citywealth judges’ feedback: “The judges selected ZEDRA as runner up for the depth of its Swiss operation across Geneva, Zurich, and Zug. The firm showed it can run trusteeship, succession, and corporate structures in Switzerland with clear lines of responsibility and experienced local leadership. The individual recognition of Vadim Neumann in this year’s awards reinforced the judges’ view that ZEDRA’s Swiss business is being led with authority and expertise.”

Trust Company of the Year – UAE

Announced by Joshua Rubenstein, Partner and Global Chair of the Private Wealth Department – sponsor

Equiom – Winner

JTC Group – Runner-up

Cavenwell Group, Maples Group, Ocorian, and Summit Trust were shortlisted for Trust Company of the Year – UAE in recognition of their ability to operate within the UAE’s distinct trust environment, centred on the DIFC and ADGM. The judges focused on firms advising families and entrepreneurs on succession planning, asset holding, and governance using common law trust structures within a civil law country. Particular note was made of expertise in discretionary trusts, foundations, and private trust company arrangements, where clients seek both control and long term clarity. Each shortlisted firm demonstrated an understanding of the UAE’s evolving legal framework and its growing role as a centre for private wealth alongside more established jurisdictions.

Equiom – Winner

Equiom was named Trust Company of the Year – UAE in recognition of the strength and reach of its Middle East platform. Operating across the DIFC and ADGM, as well as Qatar and Saudi Arabia, the firm demonstrated an ability to support families, family offices, and corporates navigating succession, governance, and structuring in a rapidly evolving regional landscape. Judges noted Equiom’s practical approach to trust and fiduciary services alongside corporate administration, particularly for clients establishing or restructuring operations in the Gulf. The leadership of the regional team, under Jonathan Wheeler, was seen as a key factor in delivering clarity and consistency across multiple jurisdictions.

Citywealth judges’ feedback: “The judges selected Equiom as winner for the depth and coherence of its Middle East trust and fiduciary offering. Its ability to operate effectively across the UAE free zones and the wider GCC, while providing hands on support to families and international businesses, stood out. The strength of regional leadership and the firm’s understanding of how trust, corporate, and governance needs intersect in the UAE were decisive factors in this award.”

JTC Group – Runner-up

JTC Group was named runner up for Trust Company of the Year – UAE in recognition of the strength of its private capital and fiduciary offering across Dubai and Abu Dhabi. The judges noted the firm’s practical experience supporting trusts, foundations, and corporate structures used by families and investors operating in the Gulf. Particular credit was given to the UAE leadership under Alia Haskouri, Director and Head of the Abu Dhabi and Dubai offices, whose team demonstrated a clear understanding of how local structures are used in practice alongside international arrangements. The business was seen as well positioned to bridge regional requirements with global private capital needs.

Citywealth judges’ feedback: “The judges selected JTC Group as runner up because its UAE team showed a clear grip on how trust and private capital structures are used in the region. From Dubai and Abu Dhabi, the firm demonstrated practical judgement, responsive leadership, and an ability to work directly with families and advisers on real decisions, not just documentation. The leadership of Alia Haskouri was a decisive factor in that assessment.”

Trustee of the Year – Caribbean

Peter Goddard, IMG Trust Company – Winner

Miles Evans, Corvalier Trust Company – Runner-up

Fiona Crellin of Ocorian, Gwen McLaughlin of Trident Trust Company, Richard Gordon of Harneys Fiduciary, Sean Moran of Meritus Trust Company, and Tamara Hill of Hawksford were shortlisted in recognition of their individual roles as senior trustees operating at the heart of the Caribbean private wealth market. The judges focused on professionals trusted with significant long-established capital from global businesses, technology entrepreneurs, and private families, particularly from the United States and other international markets. Each demonstrated the judgement required to oversee long term trust structures, adapt to changing client priorities, and respond to growing interest in impact and sustainability within private wealth, while maintaining the discretion and rigour expected of leading Caribbean fiduciaries.

Miles Evans, Corvalier Trust Company – Runner-up

Miles Evans of Corvalier Trust Company was named runner up in recognition of his work advising ultra high net worth families on long term wealth structures across jurisdictions. As a founding partner and CEO, he has built a reputation for calm, careful judgement, particularly where families hold operating businesses or illiquid assets alongside traditional investments. Judges noted his depth of experience across the Caribbean and Europe, and the way he works closely with families over time, helping them make considered decisions rather than quick fixes. His approach reflects a trustee who understands both the technical demands of cross border wealth and the personal dynamics that sit behind it.

Citywealth judges’ feedback: “The judges selected Miles Evans as runner up for the quality of his judgement and the way he works with families over the long term. His ability to bring clarity to complex cross border structures, combined with a relationship led approach built on listening and trust, stood out. The judges felt this steady, thoughtful style is exactly what families with substantial and enduring wealth value in a trustee.

Trustee of the Year – Channel Islands & Isle of Man

Áine O’Reilly, Baccata – Winner

Daniel Channing, Whitmill – Runner-up

David Stearn of Affinity Private Wealth, Ian Rumens of Ocorian, Paul Douglas of Accuro, Rhona Humphreys of Imperium Group, Richard Joynt of HIGHVERN, and Siobhan Crick of Collas Crill were shortlisted for Trustee of the Year – Channel Islands & Isle of Man in recognition of their individual contribution to fiduciary decision making in some of the world’s most established trust jurisdictions. The judges focused on trustees who demonstrate sound judgement, consistency, and the ability to take responsibility for long term family structures, often involving significant assets and sensitive family dynamics. Each shortlisted individual showed the experience and credibility required to act as a trusted decision maker for families and advisers over extended periods of time, reflecting the strength of the Channel Islands and Isle of Man as centres for professional trusteeship.

Daniel Channing, Whitmill – Runner-up

Daniel Channing of Whitmill was named runner up in recognition of the experience he has brought to the firm since joining its private client business. Having previously held an executive director role within an international fiduciary services group and led wealth planning for the Levant region at HSBC Private Bank, he arrived with a strong grounding in cross-border structuring and succession planning for internationally mobile families. Judges noted the way he has applied that experience at Whitmill with a measured, practical approach, working closely with clients and advisers on long term arrangements rather than transactional solutions.

Citywealth judges’ feedback: “The judges recognised Daniel Channing as runner up for the judgement and experience he brings to trusteeship. While relatively new to Whitmill, his background in fiduciary services and private banking was evident in the way he approached client issues, particularly around succession and cross-border planning. The panel felt his contribution reflected depth of experience applied thoughtfully in a new environment.”

Trustee of the Year – Switzerland

Ariane Slinger, ACE International/ACE Trustees – Winner

Anna Steward, Sequent Group – Runner-up

Annemarie De Wit of Reliance Trust, Geoff Melamet of HMSA Group, Leon Keen of Rawlinson & Hunter, Natacha Onawelho-Loren of Accuro Trust (Switzerland) SA, Ralph Stierli of Rhône Trust, and Vadim Neumann of ZEDRA were shortlisted for Trustee of the Year – Switzerland in recognition of their personal contribution to fiduciary decision making. The judges focused on individuals who take responsibility for judgement calls, client relationships, and long term structures, often acting as a steady point of reference for families and advisers. Each demonstrated the ability to balance technical precision with clear communication and accountability, reflecting the importance of experienced trustees at the centre of private wealth arrangements rather than institutional process alone.

Ariane Slinger, ACE International/ACE Trustees – Winner

Ariane Slinger of ACE International and ACE Trustees was named Trustee of the Year – Switzerland in recognition of the standard of judgement she brings to fiduciary work and the values that underpin her approach. The judges noted her consistency in putting long term client interests first, particularly when advising entrepreneurial families on succession, governance, and ownership across borders. Her work reflects a trustee who is willing to take responsibility, communicate clearly, and hold firm to principle when navigating difficult or sensitive decisions. This combination of technical strength and personal integrity was central to her selection as winner.

Citywealth judges’ feedback: “The judges selected Ariane Slinger as winner because she consistently demonstrated what good trusteeship looks like in practice. Her decision making is grounded in clear values, careful judgement, and a strong sense of responsibility to the families she advises. The panel was particularly impressed by the way she balances technical expertise with fairness, clarity, and long term thinking, qualities that continue to define her standing in the Swiss trust sector.”

Fund Administration Company of the Year

Fairway Group – Winner

Ocorian – Runner-up

APEX Group, Citco, JTC Group, Ocorian and TMF Group were shortlisted in recognition of their role as large scale service providers supporting complex private wealth, fund, and corporate structures. The judges focused on firms able to combine operational depth with consistent delivery, particularly where clients require long term administration, strong governance, and coordination across multiple jurisdictions. Each demonstrated the systems, people, and oversight required to operate at volume without losing control, securing their place on the shortlist.

Fairway Group – Winner

Fairway Group was named Fund Administration Company of the Year in recognition of the seriousness and precision it brings to fund administration work. The judges noted the firm’s ability to support sophisticated fund structures with close attention to governance, reporting, and control, particularly for managers and families operating across jurisdictions. Fairway’s approach was seen as deliberately hands on, with senior people closely involved in oversight rather than relying solely on process. This focus on accountability and judgement, familiar from its wider private client and family office work, translated clearly into the quality of its fund administration offering.

Citywealth judges’ feedback: “The judges selected Fairway Group as winner for the way it approaches fund administration as a responsibility rather than a volume business. Its emphasis on oversight, accuracy, and decision making, supported by experienced teams, stood out. The panel felt Fairway brought the same level of care and discipline to fund work that it applies in its private client and family office services, which was a decisive factor in this category.”

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