In today’s issue: The Business of Philanthropy. Citywealth Forum USA 2026 speaker spotlight: Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US; Jess Alden, Partner, Slateford; Robert Macro, Partner and Head of International Private Client, Druces; Arya S. Rahimian, Managing Director, Valuation Advisory Services, Kroll, Los Angeles and Sherri Cohen, Senior Vice President and Global Head of the Fiduciary Client Group, Sotheby’s. Citywealth Tomorrow Club: Trevor Egan, Buzzacott. Citywealth Quick Insight Series on Philanthropy Trends: Josephine Howe, Ogier. Sweet Bee Organics Appoints Nutritional Therapist Cara Shaw. British Business Bank commits up to £35 million to Episode 1 . Introducing The Decorative Fair Spring Edition 2026. Citywealth Leaders List and Membership spotlight. |
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| | The Business of Philanthropy |
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Philanthropy is shifting from informal giving to a structured form of capital allocation defined by governance, accountability and measurable outcomes. As global wealth concentrates and public funding declines, donors are becoming more strategic, data driven and internationally mobile, with approaches such as MacKenzie Scott’s trust based, unrestricted funding accelerating change across the sector. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Nina Heindel Baumbach, Senior Manager, Tax Services, RSM US |
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| | Nina Heindel Baumbach brought a tax perspective to the discussion, with particular focus on Brazil and the practical realities of cross border planning. Her remarks reinforced the shift outlined by other speakers, but in more direct terms: the scope for complex structuring has narrowed, and planning now operates within clearer limits. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Jess Alden, Partner, Slateford |
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| | Jess Alden brought a legal and reputational lens to the discussion, focusing on how individual athletes influence value in women’s sport and the risks that come with that visibility. Her remarks centred on the role of player profile, media exposure, and personal reputation, particularly in a market where fan engagement is often tied more closely to individuals than to teams. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Robert Macro, Partner and Head of International Private Client, Druces |
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| | Robert Macro brought a legal perspective to the panel, focusing on how trust structures must adapt to an increasingly complex and fast changing regulatory environment. His remarks addressed both the widening range of assets now held in trust and the legal uncertainty that can arise as responsibilities shift between trustees, advisers, and beneficiaries. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Arya S. Rahimian, Managing Director, Valuation Advisory Services, Kroll, Los Angeles |
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| | Arya S. Rahimian set out the investment case for women’s sport in direct terms. His argument was that the sector had moved beyond the language of social impact and into the territory of serious asset growth, with attendance, media rights and sponsorship all rising at the same time. His remarks focused on valuation, ownership models, and the conditions that turn emerging leagues into investable businesses. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Sherri Cohen, Senior Vice President and Global Head of the Fiduciary Client Group, Sotheby’s |
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| | Sherri Cohen provided a market-focused perspective on the evolving art landscape, drawing on Sotheby’s global auction data and client experience. Her remarks centred on valuation, market concentration, and the increasing breadth of what is now considered collectible. She set out how the art market was performing at the top end, while also highlighting the growing diversity of buyers and assets, and the implications this has for families managing significant collections. Read more → |
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Citywealth Tomorrow Club: Trevor Egan, BuzzacottA career in the City: 7 lessons for 7 days of the week |
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| | For anyone starting out in private client advisory, it is tempting to think that a successful career follows a neat and predictable path. Trevor Egan’s message to members of the Citywealth Tomorrow Club was quite the opposite. Careers in the City are shaped by change, by visibility, by relationships and by the willingness to spot opportunity when it appears. Read more → |
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Citywealth Quick Insight Series on Philanthropy Trends:Josephine Howe, Ogier |
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| | We advise high net worth individuals, families, trustees and family offices on establishing and running charitable and philanthropic structures that sit alongside their wider wealth planning. Typical matters include creating philanthropic trusts and foundations, designing governance frameworks and family committees and advising on regulatory and registration requirements, including Jersey charity registration where relevant. Read more → |
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| Sweet Bee Organics Appoints Nutritional Therapist Cara Shaw
Nutritional Cara Shaw as its in-house nutritionist and health expert. Read more → |
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| British Business Bank commits up to £35 million to Episode 1
The commitment follows the Bank’s previous investments into Episode. Read more → |
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| Introducing The Decorative Fair Spring Edition 2026
12-17 May 2026, at the Spring Decorative Fair in Battersea Park. 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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| Serena Doshi, Partner and Wealth Manager, LGT Wealth Management View her profile here. |
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| Sarah Bartram-Lora Reina, Head of Clients and Intermediaries, IQ-EQ View her profile here.
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| Andrew Morgan, CEO, Affinity Group Limited View his profile here. |
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| Citywealth Membership spotlight |
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| The US/UK Cross Border Tax Services team comprises experienced US and UK personal, trust and family tax professionals. Focused on private clients with US connections, the team strengthens EY’s Private Tax practice by delivering complex US tax advisory and compliance services alongside UK expertise. |
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| Citywealth MembershipJoining Citywealth is more than a membership, it’s a strategic investment in your professional future. Apply today to unlock a world of opportunity, influence, and insight.
Citywealth membership programme is designed for individuals and firms who seek to elevate their presence, expand their networks, and stay ahead in the dynamic landscape of wealth management. Enjoy invitations to private events, exclusive networking opportunities, and curated gatherings with industry leaders.
Get early access to editorial new releases and curated sessions with wealth management and private client experts.
Membership Benefits 1. Premium networking opportunities Engage with top-tier professionals through invitation-only events, roundtables, and forums. Build meaningful relationships that drive business growth and collaboration. 2. Enhanced visibility Feature in our award-winning editorial content, interviews, and top lists. Members benefit from increased exposure across our digital and print channels, reaching a global audience. 3. Exclusive insights Receive priority access to market intelligence, trend reports, and thought leadership pieces that inform strategic decision-making. 4. Professional recognition Be part of our prestigious awards programmes and rankings, including the Leaders List and Future Leaders initiatives, which celebrate excellence and innovation in the industry. 5. Digital tools & resources Utilise our online platform to connect with peers, showcase expertise, and access member-only content designed to support your professional journey.
Read more. Click here.
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