Citywealth Weekly: 13th May 2026

Date: 13 May 2026

Vicente Luckina Bunn

Citywealth Weekly 13th May – The great wealth transfer: succession battles, family trusts and inherited wealth

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13th May 2026

In today’s issue: The great wealth transfer: Succession battles, family trusts and inherited wealth. Citywealth IFC Awards SUBMISSION OPEN – deadline 3rd July. Citywealth Forum USA – March 10th 2027 proposed date. Citywealth Leaders List, 60 seconds interview: Ann Morris, EY. Time to relax: A Local’s Guide to St Barth. Pernilla Wiberg: “Sport is a tool for peace, and we need it in society”. Hew Locke’s Gilt at Compton Verney’s sculpture park. Citywealth Leaders List and Membership spotlight.

The great wealth transfer:

Succession battles, family trusts and inherited wealth

As first generation fortunes transfer to heirs around the world, courts in jurisdictions including the UK and Hong Kong are increasingly being asked to resolve disputes involving trusts, family businesses and succession planning. Advisers say many of these conflicts stem not from wealth itself, but from weak governance structures, unclear expectations and poor communication between generations. Private banks and wealth managers are meanwhile placing greater emphasis on next generation education, family governance and long term succession preparation as wealthy families confront increasingly complex transitions.

Read more →

Citywealth IFC Awards SUBMISSION OPEN – deadline 3rd July

Nomination / Industry peers or Express submission (FREE, including limited information) or the Complete Submission. Now in their twentieth year, the Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.

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Citywealth Forum USA – March 10th 2027 proposed date

Citywealth is delighted to have completed its 2026 Forum New York and London events and is now looking forward to 2027 with our first Forum Citywealth Forum USA first on the agenda with a proposed date of Wednesday 10th March 2027. Currently we have a lunch, half day in New York and networking drinks but we are open to expansion of the day.

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Citywealth Leaders List, 60 seconds interview:

Ann Morris, EY

No two days are the same. I may be helping my team with a technical issue around inheritance tax, supporting clients through the succession of a family business, or dealing with a cross-border probate following the death of a loved one.

I am currently supporting a family with end of life planning to ensure that the father’s legacy continues, with careful consideration being given to setting up a charitable trust on his death.

Read more →

Lifestyle

Time to relax:

A Local’s Guide

to St Barth

The art of living life to the full is not so much about complicating.

Read more →

Sustainability

Pernilla Wiberg: “Sport is a tool for peace, and we need it in society”

Elected to lead the World Olympians Association (WOA).

Read more →

Art

Hew Locke’s Gilt at Compton Verney’s sculpture park

Hales is delighted to announce the unveiling of Hew Locke’s Gilt.

Read more →

Citywealth Leaders List spotlight

The 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.

Andrew Horbury,

Founder and Managing Director, Cavenwell Group

View his profile here.

Hannah Roynon-Jones,

Director,

Alex Picot Trust

View her profile here.

Scott Weaver,

General Counsel & CFO,

Willow Street

View his profile here.

Citywealth Membership spotlight

Barbados is a well‑established IFC, recognised for its stable political environment, robust legal system based on English common law and extensive network of double taxation treaties. Strong standards, OECD compliance and a skilled professional services sector make Barbados an attractive hub for cross‑border financial planning and investment.

Citywealth Membership

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Dates for your diary

13 May 2026 – Citywealth Magic Circle Awards 2026 ceremony – BOOK your ticket
22 May 2026 – Deadline to apply to Citywealth Leaders List Top 25 Sustainability Experts list
5 June 2026 – Deadline to apply to Citywealth Leaders List Top 20 Maltese Advisors and Managers list
19 June 2026 – Deadline to apply to Citywealth Leaders List Top 100 International Powerwomen list
26 June 2026 – Deadline to apply to Citywealth Leaders List Top 75 Trustees list
3 July 2026 – Deadline to submit to Citywealth IFC Awards 2027
3 July 2026 – Deadline to apply to Citywealth Leaders List Top 10 Monaco Advisors and Managers list

Would you like to be featured in Citywealth Weekly editorial; appear on an Editor’s Top list; or the Citywealth Leaders List; be a mentor or Forum or Forum USA speaker? Please fill in our submission link here so that we know learn more about you and what to contact you about.