In today’s issue: When taxes rise, wealth moves: a new era for UK and US succession planning. Citywealth Leaders List Released: Top 15 Irish Private Client Managers and Advisors 2026. Ireland’s wealth advisers confront a quieter shift in how money is held, not just made. Citywealth Powerwomen Awards USA – 2026. Citywealth Forum USA – 2026. Citywealth Leaders List, 60 seconds interview: James Corah, CCLA, Sam Adcock, JM Finn, Charlotte McIntyre, W1M, Nicholas Brandram, HSBC, Glenn Murphy, State Street and Joe David, Nephos Group. Citywealth Quick Insight Series on Sustainability Trends in Wealth Management: Simone Borsetti, MainStreet Partners. Citywealth Quick Insight Series on Wealth Trends: Yogesh Dewan, Hassium Asset Management. Mirabaud celebrates Matisse at the Grand Palais. TV personalities are named Big Give ambassadors. Art Basel Hong Kong announces further highlights for its 2026. Citywealth Leaders List spotlight. |
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When taxes rise, wealth moves: a new era for UK and US succession planning |
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Succession planning is receiving greater attention as tax rules evolve on both sides of the Atlantic, prompting advisers to reassess how internationally mobile families structure wealth, residence and long-term governance. While the UK is moving towards a broader and more expansive inheritance tax regime, the US continues to offer comparatively generous federal estate tax exemptions, albeit within an increasingly fragmented state-level landscape. Read more → |
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Citywealth Leaders List Released:Top 15 Irish Private Client Managers and Advisors 2026 |
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| Citywealth presents its Top 15 Irish Private Client Managers and Advisors 2026, a snapshot of the people currently shaping how serious money is handled in Ireland. From tax structuring to succession planning, these are the advisers brought in at moments that carry real consequence, exits, disputes, relocations and generational handovers. Read more → |
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Ireland’s wealth advisers confront a quieter shift in how money is held, not just made |
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| Ireland’s wealth story remains outwardly strong. Growth continues, multinational capital flows remain steady and entrepreneurial exits are still feeding a new generation of high net worth individuals. But beneath that surface, advisers say the conversation has shifted. The publication of Budget 2026,framed by government as a “pro-investment” package, signals a more deliberate approach to how capital is taxed, structured and retained. Read more → |
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Citywealth Powerwomen Awards USA – 2026 |
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| The Citywealth Powerwomen Awards USA brought together leading figures from the private wealth, legal, and financial sectors for an evening recognising women whose influence, leadership and professional excellence continue to shape their industries. Hosted in New York, the event highlighted individuals and organisations that have demonstrated exceptional commitment to advancing gender equality, mentoring future leaders, and driving commercial success. Read more → |
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Citywealth Forum USA – 2026 |
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| The inaugural Citywealth Forum USA in New York, 18th March, set out a clear brief: how private wealth decisions are being made when markets are unsettled, families are increasingly mobile, and assets extend well beyond traditional portfolios. The day was moderated by Jan Hopkins an Emmy and Peabody Award winning journalist and former anchor & correspondent at CNN with two decades of experience in business news and network television production. Read more → |
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Citywealth Leaders List, 60 seconds interview:James Corah, CCLA |
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| I head up CCLA’s sustainability team, meaning I watch on in awe as my team works tirelessly to deliver for our clients. Our approach to sustainability is a little bit different to most investment managers. Rather than trying to build sustainable portfolios we take an approach that restricts investments in the activities in which our clients don’t want to invest, and then use their portfolio to push for positive change through active ownership. Read more → |
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Citywealth Leaders List, 60 seconds interview:Sam Adcock, JM Finn |
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| I am an Investment Manager focussing on charity and private client portfolios. I help charities provide sustained financial support to their beneficiaries by investing pots of money to generate regular income and capital growth. I also help people of all ages invest towards their future, whether that be saving for a house or planning their retirement. Read more → |
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Citywealth Leaders List, 60 seconds interview:Charlotte McIntyre, W1M |
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| I am a Business Development Manager for the Private Client team at W1M. Working alongside W1M’s Head of Private Clients Business Development, my role involves supporting the internal and external growth strategy of the firm by building strong relationships with lawyers, accountants, trust companies and investment consultants. Read more → |
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Citywealth Leaders List, 60 seconds interview:Nicholas Brandram, HSBC |
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| I’m a senior relationship manager at HSBC Private Bank where I advise the Bank’s top tier of UHNW clients, with a particular focus on entrepreneurs. My day is one half looking after clients and typically talking about investing or lending, and the other half is acquiring new clients, collaborating with introducers and pitching to new families. Read more → |
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Citywealth Leaders List, 60 seconds interview:Glenn Murphy, State Street |
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| I’m the Managing Director for State Street’s Wealth Services business in Europe, working with a great team to lead our expansion into the wealth management technology and servicing space in the region. In practice, that means I focus on leveraging State Street’s global capabilities to help wealth managers, private banks and platforms run more efficiently. Read more → |
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Citywealth Leaders List, 60 seconds interview:Joe David, Nephos Group |
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| I lead the strategic direction and growth of the business, focusing on building strong client relationships, expanding our network and ensuring we continue to deliver exceptional advice. My role combines leadership, business development and long-term strategy. I spend a significant amount of time identifying opportunities for growth, strengthening partnerships and supporting our team to provide the highest level of service to clients. Read more → |
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Citywealth Quick Insight Series on Sustainability Trends in Wealth Management: Simone Borsetti, MainStreet Partners |
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| Sustainable investing in private wealth feels less like a transition and more like a refinement. Values still initiate the discussion. Many investors begin with exclusions or legacy considerations. What has changed is what happens next. The conversation quickly becomes analytical. Investors want to understand how environmental and social dynamics shape competitive positioning, cost structures, and long-term relevance. Read more → |
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Citywealth Quick Insight Series on Wealth Trends:Yogesh Dewan, Hassium Asset Management |
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| Wartime predictions are impossible. Oil prices will stay high leading to inflation with rate hikes now being priced in the US +0.2x, UK +2.5x and Europe +2.4x hikes by year end. An overvalued USD will stay stronger for longer. Investors should be diversifying FX exposure. Beware of the private credit markets which seem to have an AI bias, poor liquidity, with rates higher for longer. Read more → |
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| Mirabaud celebrates Matisse at the Grand Palais
Mirabaud support the major exhibition dedicated to Henri Matisse Read more → |
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| TV personalities are named Big Give ambassadors
Lorraine Kelly, Ruby Wax, Deborah Meaden and Megan McCubbin. Read more → |
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| Art Basel Hong Kong announces further highlights for its 2026
Returning to the heart of Asia with new energy and collaborative initiatives. Read more → |
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Citywealth Leaders List spotlightThe Citywealth Leaders List is a user rating directory of the leading individuals in international private client and wealth management. The Leaders List hosts our Top Lists – independent curations of the best professionals in their fields. See below a spotlight on a few of the stellar individuals that make up our directory. |
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| Steve Gully, Director, Alex Picot Trust View his profile here. |
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| Michael Lewis, Partner, EY View his profile here.
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| Reena Morjaria, Senior Manager, Rawlinson & Hunter View her profile here. |
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