Author: Bumblebee Design

IQ-EQ Launchpad set to support first-time female fund managers

Author: Bumblebee Design | Date: 01 Feb 2022

A new initiative from IQ-EQ, Launchpad, will expand inclusivity for the wider asset management industry supporting women to launch and grow their first funds.

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‘Personalizing Climate-Focused Wealth Management Portfolios’ with Jean-Maurice Ladure

Author: Bumblebee Design | Date: 01 Feb 2022

Jean-Maurice Ladure talks about wealth management portfolios able to take into consideration clients’ preferences on climate change.

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Can banking institutions unilaterally impose new policies on clients with housing loan agreements?

Author: Bumblebee Design | Date: 26 Jan 2022

Mr Savvas Savvides, Partner for Michael Kyprianou & Co LLC, talks about banking institutions and whether they can unilaterally impose new policies on clients with housing loan agreements.

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Leaders List Interview: 60 seconds with Joe Woodward, Oak Mauritius

Author: Bumblebee Design | Date: 18 Jan 2022

Citywealth speaks to Joe Woodward who was appointed managing director of Oak Mauritius in June 2021 and recently relocated to Mauritius from Guernsey to take up the role.

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‘Til divorce us do part…

Author: Bumblebee Design | Date: 18 Jan 2022

The first working Monday of the New Year is often referred to as “divorce day” in the press. Extended time with family can unleash resentment and compound long term problems. But is divorce a seasonal move and is Christmas really to blame? Karen Jones, Editor at Citywealth gets the expert update

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Playing the waiting game

Author: Bumblebee Design | Date: 18 Jan 2022

James Godrich of JM Finn explains why he thinks that a patient approach can lead to short term drawdowns but remains the right strategy for long term returns.

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Tech island: the Isle of Man

Author: Bumblebee Design | Date: 15 Dec 2021

Citywealth’s April French Furnell delves into the Isle of Man offering to find out why it’s becoming so popular with HNW tech entrepreneurs.

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Themes and changes: Citywealth’s Review of 2021

Author: Bumblebee Design | Date: 15 Dec 2021

“Another year over, a new one just begun”, as the song goes. Here’s Citywealth’s review of 2021.

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Leaders List Interview: 60 seconds with Richard Killingbeck, EFG Harris Allday

Author: Bumblebee Design | Date: 14 Dec 2021

Richard Killingbeck, the managing director of EFG Harris Allday, tells Citywealth about growing the business, undertaking a significant investment in systems, and switching off at the weekend on his farm.

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A guide to making M&A work: part four – Watching out for fraud

Author: Bumblebee Design | Date: 14 Dec 2021

This fourth and final article in this M&A Mini Series deals with the issue of fraud.

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A guide to making M&A work: part three – Getting Implementation Right

Author: Bumblebee Design | Date: 07 Dec 2021

This third article addresses the importance of a successful implementation.

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Leaders List Interview: 60 seconds with Gillian Ralston Jordan, JTC

Author: Bumblebee Design | Date: 07 Dec 2021

Gillian Ralston Jordan, head of JTC’s private client team in Guernsey tells Citywealth about her non-typical clients and the increasing cost of doing business in IFCs.

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Leaders List Interview: 60 seconds with Kecia Barkawi, VALUEworks

Author: Bumblebee Design | Date: 30 Nov 2021

Citywealth caught up with Kecia Barkawi, founder of VALUEworks, a multi-family office based in Zurich to learn about her work supporting primarily women and young wealth owners.

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ESG investments reviewed

Author: Bumblebee Design | Date: 26 Nov 2021

Citywealth’s April French Furnell asks the industry, what challenges lie ahead as ESG products increase but reports of different standards brings confusion to investors.

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Hong Kong update with Clifford Ng, Zhong Lun

Author: Bumblebee Design | Date: 24 Nov 2021

Ahead of the IFC Awards on the 26th January 2022, Citywealth spoke to Clifford Ng, head of the private client practice at law firm Zhong Lun’s Hong Kong office to discuss the growing prominence of Hong Kong as a booking centre for clients, succession planning and compliance.

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Leaders List Interview: 60 seconds with Steven Gasser, Laurus

Author: Bumblebee Design | Date: 22 Nov 2021

Steven Gasser, a director and head of the family team at Laurus, tells Citywealth why ethics are at the heart of their way of working with clients.

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Celebrating a year of tenacity: Magic Circle Awards 2022

Author: Bumblebee Design | Date: 18 Nov 2021

17 May 2022 will mark the return of our in-person Magic Circle Awards gala dinner, our flagship awards where we recognise the talent and achievements of the private wealth sector during the past 12 months.

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Meet the Leaders of Tomorrow

Author: Bumblebee Design | Date: 18 Nov 2021

The workplace we used to know is shifting as new generations enter the workforce with unique perspectives on how to inspire others to take action for a better world. The skills that leaders will need to possess in the future are also changing and adapting to the new requirements of the working world

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A guide to making M&A work: part two

Author: Bumblebee Design | Date: 18 Nov 2021

The second article in this four-part series explores: What is culture and why does it matter?

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Family office tentacles dig into private market investments

Author: Bumblebee Design | Date: 15 Nov 2021

Family offices, with an estimated $5.9trillion of assets under management, are deploying a growing portion of their assets to the private equity and debt markets. Citywealth’s April French Furnell spoke to family office advisors to find out the reasons why.

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Leaders List Interview: 60 seconds with Alex Dean, IQ-EQ

Author: Bumblebee Design | Date: 15 Nov 2021

Alex Dean, Head of Private Wealth UK at IQ-EQ, tells Citywealth why he likens his role to that of a conductor.

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Bitcoin is past the beta stage

Author: Bumblebee Design | Date: 10 Nov 2021

The top 100 Crypto advisors and managers will shortly be informed of their ranking. Keep an eye out across social media for the accredited logos.

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Leaders List Interview: 60 seconds with Juliet Agnew, Barclays Private Bank

Author: Bumblebee Design | Date: 10 Nov 2021

Juliet Agnew, Head of Philanthropy at Barclays Private Bank tells Citywealth why she has the best job; helping clients to find the most fulfilling and impactful approach to their giving.

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Crypto conference: Token2049 London

Author: Bumblebee Design | Date: 08 Nov 2021

London Crypto Week, organised by Token2049, who seem to be predominantly based in Hong Kong, arrived in London on 4-10 Oct, to showcase various crypto businesses or crypto ‘natives’.

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A guide to making M&A work: part one

Author: Bumblebee Design | Date: 04 Nov 2021

The first in this four-part series will describe the two most prevalent deal types currently being practiced in the market: Share purchases (bricks and mortar) or asset deals (the buying of accounts).

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Crypto taxes: payment in pounds, dollars or eth sir?

Author: Bumblebee Design | Date: 01 Nov 2021

As HMRC nudge letters arrive at the homes of crypto asset owners, urging them to check they have paid the right tax, Citywealth’s April French Furnell spoke to tax advisors to find out everything UHNWs need to know to stay on the right side of HMRC.

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Leader List Interview: 60 seconds with Matt Crossman, Rathbones

Author: Bumblebee Design | Date: 01 Nov 2021

Matt Crossman, Stewardship Director for Rathbones shares a day in his life, from proxy voting, speaking at a conference on modern slavery, to engaging on ESG topics. Read the interview to find out more.

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Philanthropists in the spotlight

Author: Bumblebee Design | Date: 27 Oct 2021

Citywealth puts three philanthropists under the spotlight to find out about their passions: celebrating mother earth, wildland restoration and climate action

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Leaders List Interview: 60 seconds with Will Watson, The Buying Solution

Author: Bumblebee Design | Date: 25 Oct 2021

Citywealth speaks to Will Watson, a London Buying Agent with The Buying Solution, the independent buying consultancy of Knight Frank.

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Female wealth: The rise of the matriarch

Author: Bumblebee Design | Date: 20 Oct 2021

As equality kicks into the private wealth industry, Citywealth spoke to advisors to find out how they are evolving their services to meet the needs of this growing client base.

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Leaders List Interview: 60 seconds with Julian Ribet, Ribet Myles

Author: Bumblebee Design | Date: 18 Oct 2021

Julian Ribet, a family lawyer with over 20 years’ experience, provides Citywealth with an insight into his typical day, and shares his top tips for a successful private FDR.

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Leaders List Interview: 60 seconds with Roger Clarke, IPSX

Author: Bumblebee Design | Date: 13 Oct 2021

Citywealth spoke to Roger Clarke, managing director and head of the capital markets team at IPSX, the world’s first regulated property stock exchange.

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You better work bitch: Conservatorships in the US

Author: Bumblebee Design | Date: 04 Oct 2021

Citywealth spoke to lawyers in the US to find out whether the model is still fit for purpose and what the Britney Spears case means for the future of conservatorships.

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Leaders List Interview: 60 seconds with Simon Martindale, Mayfair Capital Investment Management

Author: Bumblebee Design | Date: 04 Oct 2021

Citywealth caught up with Simon Martindale, fund director at Mayfair Capital Investment Management who manages their flagship Property Income Trust for Charities, a pooled property fund designed specifically for charities.

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Techpreneurs – the ups and downs of becoming a tech billionaire

Author: Bumblebee Design | Date: 29 Sep 2021

Citywealth called upon the expertise of lawyers with experience advising tech companies from seed through to fundraising and exit, as well as investors and techpreneurs themselves, to find out the secret to ‘crossing the chasm’.

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Leaders List Interview: 60 seconds with Josh Matthews, MASECO Private Wealth

Author: Bumblebee Design | Date: 27 Sep 2021

Citywealth caught up with Josh Matthews, co-founder and managing partner of MASECO Private Wealth, to discuss their journey to becoming a B-Corp.

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Private Relocation to Switzerland

Author: Bumblebee Design | Date: 06 Sep 2021

Times are turbulent and many of our entrepreneur clients are currently asking how they could relocate to Switzerland, either alone, with their business or with their families.

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Private Relocation to Switzerland

Author: Bumblebee Design | Date: 06 Sep 2021

Times are turbulent and many of our entrepreneur clients are currently asking how they could relocate to Switzerland, either alone, with their business or with their families.

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Family business succession: “Neither life nor success can be taken for granted.”

Author: Bumblebee Design | Date: 23 Aug 2021

Citywealth’s April French Furnell spoke to family advisors to find out some key indicators for a successful handover.

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Leaders List Interview: 60 seconds with Nicola Harries, Stevens & Bolton

Author: Bumblebee Design | Date: 19 Aug 2021

Citywealth spoke to Nicola Harries, partner and family lawyer at Stevens & Bolton to find out why clients are seeking pre-nups and how they can best be used to achieve a favourable outcome on divorce.

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Introducing the Top 100 Private Client lawyers

Author: Bumblebee Design | Date: 17 Aug 2021

As an exceptional Private Client Lawyer, building strong relationships and going above and beyond for clients in any given circumstance is the norm. The start of the pandemic saw increased media reports of domestic abuse, financial problems, mental anxiety, and situations never encountered before. W

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Leaders List Interview: 60 seconds with Oi Yee Choo, Chief Commercial Officer, ADDX

Author: Bumblebee Design | Date: 17 Aug 2021

Citywealth caught up with Oi Yee Choo, Chief Commercial Officer of ADDX, to find out how ADDX are using technology to open up access to alternative investments in a way that historically was not possible.

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3 tips for your first steps with cryptocurrency

Author: Bumblebee Design | Date: 08 Jul 2021

Digital currency has been at the forefront of public interest since 2009 when Bitcoin was first launched; nowadays, it is even more desirable due to the introduction of NFTs. During last year we, at Citywealth, have hosted several discussions with specialists on the topic and are glad to share some

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Leaders List Interview: 60 seconds with Tim Collingwood QC, Serle Court

Author: Bumblebee Design | Date: 06 Jul 2021

Citywealth caught up with Tim Collingwood QC, a barrister at leading set Serle Court. Tim reveals the secrets behind the set’s marketing success and provides an insight into life as a barrister in the world of remote working.

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An update on CHINA and HONG KONG

Author: Bumblebee Design | Date: 05 Jul 2021

China’s burgeoning billionaire population seeks wealth management closer to home

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The Green Pass and freedom of movement for European citizens

Author: Bumblebee Design | Date: 28 Jun 2021

The unprecedented spread of the coronavirus pandemic that has paralysed the planet for more than 18 months has brought with it severe restrictions by all countries and this has had a huge impact on both the movement of citizens and their freedom of movement within and outside the European Union

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Talking all things PropTech with Elkstone and Pi Labs

Author: Bumblebee Design | Date: 28 Jun 2021

Citywealth caught up with Irish multi-family office Elkstone and PropTech VC Pi Labs to find out about their co-investment plans, and why now is the right time to be investing in PropTech.

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ESG branding with B-Corps?

Author: Bumblebee Design | Date: 22 Jun 2021

With so many new products and offerings coming to the market, how can you avoid being accused of greenwashing so that clients wanting to invest are sure their money is making the impact they expect? One way, says April French-Furnell, is to check if the company has B-Corp Certification.

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Is now the time for income investors to adopt a total return approach?

Author: Bumblebee Design | Date: 21 Jun 2021

Whilst Governments and Central Banks around the world have acted quickly to mitigate some of the consequences of the Covid-19 crisis, we are all too well aware that those investors looking for income are feeling the effects.

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Leaders List Interview: 60 seconds with William Rudebeck, Bite Investments

Author: Bumblebee Design | Date: 17 Jun 2021

William Rudebeck, CEO of Bite Investments tells Citywealth how Bite is disrupting the wealth management industry by providing greater access to alternative investments with lower buy-ins and greater liquidity.

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Leaders List Interview: 60 seconds with Jo Eccles, Eccord

Author: Bumblebee Design | Date: 14 Jun 2021

Jo Eccles tells Citywealth why no two searches are ever the same, the top locations for 2021 and the property ‘must haves’ post lockdown.

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Debunking four common divorce myths in the UK

Author: Bumblebee Design | Date: 03 Jun 2021

As lockdown slowly lifts in the UK and a flurry of divorce instructions are anticipated, Citywealth puts the record straight on four common myths with the help of some of the leading divorce lawyers in the UK.

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Leaders List Interview: 60 seconds with Gail McCourt, RBC Wealth Management

Author: Bumblebee Design | Date: 02 Jun 2021

Gail McCourt, Head of Private Client Fiduciary Services at RBC Wealth Management shares an insight into her daily life, and career so far.

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Leaders List Interview: 60 seconds with David Lawrence, Kingswood

Author: Bumblebee Design | Date: 27 May 2021

Citywealth caught up with David Lawrence the UK CEO of wealth management business Kingswood to find out what’s been keeping him busy since taking on the role at the end of 2020.

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Winners of the Magic Circle Awards 2021: a review of their year

Author: Bumblebee Design | Date: 25 May 2021

The winners in this year’s awards proved that they can operate and perform at a high level, and meet the unique challenges that we’ve seen in the past 12 months.

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Five trends wine investors need to know right now

Author: Bumblebee Design | Date: 25 May 2021

Considering whether to buy or sell your Bordeaux? Interested in rare wines from Napa? Matthew O’Connell, Head of Investment at Bordeaux Index shares his five trends to watch for the savvy investor.

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Leaders List Interview: 60 seconds with Joss Dalrymple, Tilney Smith & Williamson

Author: Bumblebee Design | Date: 25 May 2021

Citywealth spoke to Joss Dalrymple, Group Head of Client Services at Tilney Smith & Williamson, to find out how he is helping clients through the turmoil of the pandemic, and to discuss his Plan B – taking part in equestrian pursuits.

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Gender Diversity on Boards – Moving the Dial?

Author: Bumblebee Design | Date: 24 May 2021

My personal pledge is to raise awareness of the importance and progress being made around gender diversity at a board level.

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Leaders List Interview: 60 seconds with David Rudge, ZEDRA

Author: Bumblebee Design | Date: 17 May 2021

David Rudge tells Citywealth why family businesses so often fail, and how succession planning is vital to avoid family conflict.

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NFT Mania: innovation frontier

Author: Bumblebee Design | Date: 11 May 2021

Citywealth’s April French Furnell asks: Why are NFTs growing in popularity and what should investors know before adding them to their art collection?

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POV: Bitcoin beginner overview

Author: Bumblebee Design | Date: 11 May 2021

Karen Jones, Editor, Citywealth, takes on the crypto market after four years of research

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Leaders List Interview: 60 seconds with Rebecca Fisher, Russell-Cooke

Author: Bumblebee Design | Date: 11 May 2021

Citywealth caught up with Rebecca Fisher, partner and head of the family office group at Russell-Cooke to discuss the intergenerational transfer of wealth and businesses, and her top tips for families facing difficult conversations.

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Who are the top 10 accountants of 2021?

Author: Bumblebee Design | Date: 10 May 2021

In the interest of our readers, Citywealth is pleased to present the Top 10 Accountants of 2021 serving the UHNW segment of the market.

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Leaders List Interview: 60 seconds with Nick Allen, CEO, Rhone Services

Author: Bumblebee Design | Date: 04 May 2021

Nick Allen tells Citywealth about the changing role of trustees, and the challenges and rewards of moving operational activities from Switzerland to India.

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Top 5 Best pieces of advice from Citywealth’s Philanthropic Advisors

Author: Bumblebee Design | Date: 27 Apr 2021

Philanthropic advisors play a pivotal role in helping donors achieve their mission and clarify their values and strategy. Therefore, we’ve prepared a selection of the most valuable suggestions from five of the Citywealth’s Top Philanthropic Advisors this year.

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Leaders List Interview: 60 seconds with Stuart McLachlan, CEO, Anthesis

Author: Bumblebee Design | Date: 27 Apr 2021

Citywealth spoke to Stuart McLachlan, CEO of sustainability consultancy Anthesis, to find out how he is helping corporates and financial institutions drive sustainable performance.

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Investing: the rise of the credit fund

Author: Bumblebee Design | Date: 27 Apr 2021

Citywealth’s April French Furnell explores the investment opportunities and challenges ahead because the true investment challenge is to perform well in difficult times.

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Carbon capture and the path to net zero

Author: Bumblebee Design | Date: 22 Apr 2021

Citywealth’s April French Furnell spoke to CEO of EcoForests Michael Ackerman on the launch of their carbon capture vertical to find out more.

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Leaders List: 60 second interview with Jerry Thomas, Sarasin & Partners

Author: Bumblebee Design | Date: 20 Apr 2021

Citywealth spoke to Jerry Thomas, head of global equities at Sarasin & Partners about the importance of teamwork, and embedding ESG analysis in the investment process.

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Ireland update

Author: Bumblebee Design | Date: 14 Apr 2021

According to data from Knight Frank’s annual Wealth Report, it now takes more money to join the richest one percent of the population in Ireland than it does anywhere else in the EU, with Ireland’s top percentile each worth more than €2.6 million each

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Leaders List: 60 second interview with Chris Hunter, CEO, Cambridge Associates

Author: Bumblebee Design | Date: 13 Apr 2021

Citywealth caught up with Chris Hunter, CEO of Cambridge Associates Ltd UK, to discuss investment strategies and the growing focus on ESG.

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Corporate culpability

Author: Bumblebee Design | Date: 31 Mar 2021

The last financial crisis saw huge ponzi schemes such as Madoff and Stanford come to light, so it seemed a prudent time for Citywealth’s April French Furnell to ask: is fraud on the rise and should investors be wary?

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60 second interview with Caroline Holley, Farrer & Co

Author: Bumblebee Design | Date: 30 Mar 2021

Caroline Holley, family law partner at Farrer & Co discusses how gifts are treated on divorce, and how pre-nups can be effective in protecting them.

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60 second interview with Debbie Lumsden, VG

Author: Bumblebee Design | Date: 23 Mar 2021

Citywealth caught up with Debbie Lumsden, Private Client Director at VG, to find out what challenges the pandemic has created for her clients.

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Introducing Citywealth’s Leaders List: Top Recommended Philanthropic Advisors 2021

Author: Bumblebee Design | Date: 22 Mar 2021

Citywealth’s Leaders List is pleased to unveil the Top Recommended Philanthropic Advisors 2021. These advisors across the UK and US are the leading professionals in the field as decided by independent peer research conducted in early 2021.

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International Powerwomen: Choose to Challenge

Author: Bumblebee Design | Date: 15 Mar 2021

This March, Citywealth is celebrating Women’s History Month. Championing women across one day is not enough, so we’re continuing the narrative we started nine years ago when launching the Powerwomen Awards across this month, and into the future.

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5 Leaders’ tips for great networking

Author: Bumblebee Design | Date: 12 Mar 2021

Networking, the key to success in the business arena. To makes sure we have expert advice, we asked Tim Bailey, Portfolio Director at Cazenove Capital to share 5 of what he believes are the best practices when it comes to networking:

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Empowered women empower women: 3 success stories from our Powerwomen Awards

Author: Bumblebee Design | Date: 10 Mar 2021

Empowered women empower women: 3 success stories from our Powerwomen Awards

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60 second interview with Rebecca Durrant, Crowe

Author: Bumblebee Design | Date: 08 Mar 2021

Rebecca Durrant, partner and national head of private clients at Crowe tells Citywealth that senior women have a responsibility to help the next generation of women. Read on to find out about her role, typical client instructions and her Plan B.

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Supercars – putting bumper stickers on a Bentley

Author: Bumblebee Design | Date: 01 Mar 2021

Supercars are a passion investment but the market has cooled. If you are looking for a quick profit, look elsewhere. But if you are looking to invest as a purist and for the roar of the engine, then you’ll be welcomed into the club with open arms.

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60 second interview with Mark Farrell, Butterfield

Author: Bumblebee Design | Date: 01 Mar 2021

Mark Farrell, Head of Trust in Singapore at Butterfield speaks to Citywealth’s April French Furnell following his recent appointment to discuss the generational divide in Asia.

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60 second interview with Warren Thompson, Coutts

Author: Bumblebee Design | Date: 24 Feb 2021

In our latest 60 second interview, Warren Thompson, Head of Family Office and UHNW at Coutts tells Citywealth, “The biggest change in recent times is the change in focus and awareness among UHNWs on the purpose of their wealth.”

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What can business learn from crises?

Author: Bumblebee Design | Date: 16 Feb 2021

In her latest book, Uncharted, Margaret Heffernan – CEO, mentor, TED speaker with +12million views – presents uncertainty as a fuel for change. Written pre-COVID, there are many lessons to be learnt by businesses in this current crisis and opportunities to be seized upon.

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60 second interview with Luigi Belluzzo, Belluzzo International Partners

Author: Bumblebee Design | Date: 15 Feb 2021

Luigi Belluzzo speaks to Citywealth’s April French Furnell hot off the heels of his firm’s merger to discuss clients reacting to the global pandemic, generational handover and renewed hope.

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Tax, tax and more tax

Author: Bumblebee Design | Date: 15 Feb 2021

Ahead of UK chancellor Rishi Sunak’s March Budget, the rumour mill is once again in overdrive as to whether tax reliefs will be in the firing line and if so, which ones.

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Teleworking Vs COVID-19

Author: Bumblebee Design | Date: 15 Feb 2021

In light of the coronavirus pandemic where workers leave their offices and work from home, it brings to the fore the need for special arrangements, if not through legislation, at least at the level of sectoral Collective Agreements, argues Savvas Savvides

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CFC St Moritz: Are you ‘all in’?

Author: Bumblebee Design | Date: 15 Feb 2021

Bitcoin makes it. Karen Jones, Editor, Citywealth imo review of CFC St Moritz virtual day and the crypto industry

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2020 was like a decade’s worth of movement in public opinion on sustainability

Author: Bumblebee Design | Date: 09 Feb 2021

According to Dr Andy Sloan, the past year was “like hitting the fast forward button”.

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USA: a whirlwind with Covid and Biden election

Author: Bumblebee Design | Date: 02 Feb 2021

Last year was the perfect storm for the private wealth industry in the US.

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60 second interview with Henry Mander, Harneys

Author: Bumblebee Design | Date: 02 Feb 2021

In our latest 60-second interview, Henry Mander the new global practice head of trusts and private client at offshore law firm Harneys talks to Citywealth about helping LATAM clients understand the benefits of trusts and planning for the unforeseen.

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Philanthropy: attempting the impossible

Author: Bumblebee Design | Date: 26 Jan 2021

“Philanthropists were up against it before COVID-19, but it’s brought to light that philanthropy needs to be highly strategic, data driven and ultimately it needs to go to scale to be successful”.

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60 second interview with Wendy Piergolam, IQ-EQ

Author: Bumblebee Design | Date: 26 Jan 2021

Citywealth spoke to Wendy Piergolam, Head of Client Development USA, IQ-EQ on finding her feet in a new role and cheering on fellow female high-achievers.

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Empowered women empower women

Author: Bumblebee Design | Date: 22 Jan 2021

Great authority, influence and responsibility is what we often associate with women in power, more and more often. Around the world, women now have more power than ever before, with a rise in decision-making forums and domains, be them public or private, individual or within a company.

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60 second interview with Adam Benskin, Strabens Hall

Author: Bumblebee Design | Date: 19 Jan 2021

Citywealth caught up with Adam Benskin, chief executive of Strabens Hall to find out how he is keeping the firm connected while staff continue to work from home.

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Enjoy a curated tour of The National Gallery’s ‘Artemisia’ from home

Author: Bumblebee Design | Date: 12 Jan 2021

Join exhibition curator, Letizia Treves, on a 30-minute tour of the five-star exhibition, ‘Artemisia’ at the National Gallery for just £8.

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60 second interview with Antonia Mee, Burgess Mee

Author: Bumblebee Design | Date: 12 Jan 2021

Citywealth spoke to Antonia Mee, co-founder and partner at family law firm Burgess Mee about her work-life.

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Global update: IFCs

Author: Bumblebee Design | Date: 12 Jan 2021

As 2021 brings us back to work with the first struggle to remember our passwords, the Citywealth team’s sights are set on the upcoming IFC Awards 2021 which we’ll be hosting virtually on the 23rd February. What better time to get an update from across the private wealth industry.

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Meet the Leaders: Aurélie Conrad Hari @ Bär & Karrer in Geneva

Author: Bumblebee Design | Date: 06 Jan 2021

A pleasant and inspiring chat with Aurélie brought some food for thought on the importance of recognition and its connection to success.

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60 second interview with Dhana Sabanathan, partner, Winckworth Sherwood

Author: Bumblebee Design | Date: 05 Jan 2021

Citywealth’s first interview of 2021 is with private client tax lawyer Dhana Sabanathan. Read on to find out about how she is helping UHNWs grapple with upcoming tax challenges.

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60 second interview with Gavin Wilkins, Hawksford

Author: Bumblebee Design | Date: 08 Dec 2020

Citywealth spoke to Gavin Wilkins, Global Head of Client and Intermediary Relationships at Hawksford about thinking on your feet and admiration for the main man of this time of year – Father Christmas.

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Modern privacy. When no news is news

Author: Bumblebee Design | Date: 08 Dec 2020

Citywealth’s April French Furnell investigates how wealthy families and celebrities can stop themselves from being thrown to the ‘dogs’.

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Cayman sees off Covid and blacklisting to end 2020 on a high

Author: Bumblebee Design | Date: 25 Nov 2020

The year 2020 has been a rollercoaster for all nations, but for Cayman in particular it has been a year of two halves.

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The Cayman Islands: A jurisdiction of choice for family offices

Author: Bumblebee Design | Date: 24 Nov 2020

In a new body of research commissioned by Dart Real Estate, the Cayman Islands is identified as a leading jurisdiction for establishing an international family office.

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3 huge advantages to joining our user-rating site Leaders List

Author: Bumblebee Design | Date: 12 Nov 2020

How many times, as a wealth management expert, have you felt that you have done amazing work, but not too many people from your network (clients, partners) really knew about it?

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The pandemic wallet

Author: Bumblebee Design | Date: 10 Nov 2020

2020 was, as one private client advisor frankly said, “a crappy year”, not only for public health but also for companies who had to reconfigure to cope with the dramatic change in economic decisions.

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60 second interview with Amy Clarke, Tribe Impact Capital

Author: Bumblebee Design | Date: 09 Nov 2020

Amy Clarke, Chief Impact Officer at Tribe Impact Capital, on helping clients use their capital to create the change they are most passionate about.

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Careers during COVID

Author: Bumblebee Design | Date: 27 Oct 2020

Office rules were upended during the pandemic, so April French-Furnell pondered the ‘Ultimate Question of Life, the Universe, and Everything’, and she found herself wondering “can you still impress your boss over Zoom?”

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60 second interview with Kevin Reid, Henderson Rowe

Author: Bumblebee Design | Date: 26 Oct 2020

Kevin Reid, Investment Manager at Henderson Rowe, provides an insight into his daily life, from helping clients maximise the potential of growth in their portfolios to a countryside walk at the end of the day.

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UK Property: still a land of milk and honey

Author: Bumblebee Design | Date: 13 Oct 2020

Looking to pick up a multi-million-pound bargain in London? Well 2020 could be the year you land on your feet.

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60 second interview with Zena Couppey, LGL

Author: Bumblebee Design | Date: 13 Oct 2020

Citywealth spoke to Zena Couppey, Chief Commercial Officer at LGL who took up the new role in May 2020 to find out how she was settling in and what’s on the work agenda.

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Click and pay art purchases: Have Cate Blanchett in your living room

Author: Bumblebee Design | Date: 28 Sep 2020

Are crowded galleries and glitzy opening nights, a thing of the past for the art world? Like many aspects of life, purchasing and experiencing art, has also been affected by the coronavirus pandemic, yet as Citywealth’s April French Furnell explores, innovation is the answer.

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60 second interview with Lisa Francis, Barclays Private Bank

Author: Bumblebee Design | Date: 28 Sep 2020

Citywealth caught up with Lisa Francis, CEO UK Private Bank and Crown Dependencies, Barclays Private Bank to discuss supporting clients through the challenges of 2020 and welcoming a lockdown puppy to the family.

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60 second interview with Jan Meyer, TwinFocus

Author: Bumblebee Design | Date: 16 Sep 2020

Citywealth spoke to Jan Meyer, European Head of the Portfolio Advisory Group at TwinFocus about staying on top of markets, onboarding new clients and maintaining close and regular contact with clients.

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Get orf my land!: Landed estates and The Agriculture Bill

Author: Bumblebee Design | Date: 16 Sep 2020

Forget the image of the old-fashioned landed estate owner resting on his laurels, today’s landowners are land entrepreneurs who embrace change to sustain their operations, according to advisors to the UK’s largest landed estates.

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60 second interview with Jane Pearce, Butterfield

Author: Bumblebee Design | Date: 26 Aug 2020

Citywealth spoke to Jane Pearce, Group Head of Trust at Butterfield, about starting a new job just before Covid-19 struck, and how business has been far from usual.

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Surrogacy and egg freezing guide. Read our advice from advisors to celebrities like Kim Kardashian

Author: Bumblebee Design | Date: 19 Aug 2020

Despite the increasing number of children born via surrogate, this path to parenthood is far from simple.

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60 second interview with Julia Cox, Charles Russell Speechlys

Author: Bumblebee Design | Date: 18 Aug 2020

Julia Cox, partner in the private wealth group at CRS invites us into her ‘lockdown life’ to talk work, client challenges and planning a staycation.

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Moving to Monaco: more than a bolthole

Author: Bumblebee Design | Date: 05 Aug 2020

A few years ago, the average billionaire looking to buy or rent an apartment in Monaco was happy with a couple of bedrooms and a few visits a year to the principality on the French riviera. But times have changed.

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60 second interview with Chris Horler, Sandaire

Author: Bumblebee Design | Date: 04 Aug 2020

Chris Horler, managing director of Sandaire Real Estate shares his day-to-day with Citywealth readers.

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CHICAGO – Wealth, taxes and election year

Author: Bumblebee Design | Date: 22 Jul 2020

Come November, President Trump will go head-to-head with the Democrats seeking re-election for a second four-year term while quite likely still doing battle with the fallout from coronavirus.

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60 second interview with Régis Bergonzi

Author: Bumblebee Design | Date: 22 Jul 2020

Régis Bergonzi, based in Monaco shares his day-to-day with Citywealth readers.

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Wills and succession: Preparing the umbrella before it rains

Author: Bumblebee Design | Date: 07 Jul 2020

As we slowly edge out of lockdown, and fear subsides, Citywealth’s April French Furnell asked advisors about this global theme, during, now and in future.

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60 second interview with Alice Lau, Intertrust

Author: Bumblebee Design | Date: 06 Jul 2020

A day in the life of Alice Lau, Executive Director, Head of Private Wealth Services at Intertrust and a member of the Hong Kong management team.

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Private equity flips its economic defibrillator

Author: Bumblebee Design | Date: 22 Jun 2020

Private equity has had record years but will these continue as the impact of COVID-19 hits?

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ESG: values, investments and Covid19

Author: Bumblebee Design | Date: 01 Apr 2020

The demand for ESG isn’t satiated, powerful investors are calling upon their investment managers to deliver more: more innovation, more impactful products and more measurement.

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60 second interview with Julie Zingiloglu, JTC

Author: Bumblebee Design | Date: 31 Mar 2020

Citywealth spoke to Julie Zingiloglu, Senior Director and Head of Geneva at JTC about preparing the next generation for managing the family’s wealth and developing a mutual plan for the future.

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What questions are being asked of divorce lawyers during Covid19?

Author: Bumblebee Design | Date: 30 Mar 2020

The Covid19 pandemic means financial uncertainty and new challenges in managing family life. Below are some of the questions Suzanne Kingston, Consultant at law firm, Mills & Reeve is being asked about the impact of Covid19 on divorce, finances and child arrangements.

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What questions are being asked of investment managers during Covid19?

Author: Bumblebee Design | Date: 26 Mar 2020

As the world turns upside down, how can investment managers help us understand what to focus on as people fear for their lives, families and lose their jobs?

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60 second interview with James Freeman, Charles Russell Speechlys

Author: Bumblebee Design | Date: 24 Mar 2020

As part of our 60 second interview series, Citywealth spoke to James Freeman, family law partner at Charles Russell Speechlys about helping clients through relationship breakdown and uncertainty in the law creating recurring issues.

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Italy update

Author: Bumblebee Design | Date: 18 Mar 2020

What a difference a few weeks can make. When we researched this article in late February, the wealth advisers in Italy, said they had never been so busy.

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60 second interview with Raul-Angelo Papotti, Chiomenti

Author: Bumblebee Design | Date: 17 Mar 2020

As part of our 60 second interview series, Citywealth spoke to Raul-Angelo Papotti, Head of Tax and Tax Planning at Chiomenti in Milan about listening to clients and understanding what it is that really worries them.

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Hold your horses! Racehorse ownership

Author: Bumblebee Design | Date: 11 Mar 2020

So if a horse or horse course ownership is in your sights, perhaps testing the water in a syndicate or fractional ownership programme could give you a head start.

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All roads lead to Rome

Author: Bumblebee Design | Date: 10 Mar 2020

As private equity experiences rapid growth as an asset class, investors and trustees need to be prepared, writes Charlotte Thorne

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Quarterly notes on investing: Q4 2019

Author: Bumblebee Design | Date: 10 Mar 2020

• July marked the point at which the USA attained its longest period of economic expansion on record – a period which has endured since 2009.

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Quarterly notes on investing: Q1 2020

Author: Bumblebee Design | Date: 10 Mar 2020

Friday the 13th – the Sequel

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Let’s hear it for the disruptors

Author: Bumblebee Design | Date: 10 Mar 2020

If government wants to act in a way that is truly “pro business”, it might start by helping challenger firms disrupt the status quo in financial services

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60 second interview with Joanna Bodell, Zedra

Author: Bumblebee Design | Date: 10 Mar 2020

As part of our 60 second interview series, Citywealth spoke to Joanna Bodell, managing director of the Isle of Man office of the Zedra Group following her team’s win at the IFC Awards 2020 in the Trust Company of the Year – Isle of Man category.

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Easter has arrived with Corporate Service at Harrods

Author: Bumblebee Design | Date: 09 Mar 2020

From hand-decorated chocolates to elegant Italian egg cups, Corporate Service at Harrods has unveiled a beautiful range of decadent gifts to suit any brief or budget this Easter.

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How to establish the right family office

Author: Bumblebee Design | Date: 09 Mar 2020

The founding partners of Capital Generation Partners share the lessons they have learnt from managing family offices and how these have shaped their UHNW investment proposition.

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Private islands, superyachts, art and the tax man

Author: Bumblebee Design | Date: 04 Mar 2020

Ever dreamt of owning your own private island, superyacht or Monet? For the UHNW, these dreams are a just a purchase away on a black Amex but, our advice is think before you shop, purchases aren’t without their problems.

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60 second interview with Helena Robertsson, EY

Author: Bumblebee Design | Date: 03 Mar 2020

As part of our 60 second interview series, Citywealth spoke to Helena Robertsson, leader of the Global Family Enterprise platform at EY about onboarding the first ‘digital generation’, and talent concerns within family enterprises.

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Passion investing: Rubies and Renoirs

Author: Bumblebee Design | Date: 26 Feb 2020

In Citywealth’s latest update on passion investing, April French Furnell explores the latest trends in two popular choices for passion investments: art in fractions and celebrity jewellery.

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60 second interview with David Dorgan, Appleby

Author: Bumblebee Design | Date: 25 Feb 2020

In our 60 second interview series, Citywealth spoke to David Dorgan, a partner in Appleby’s private client and trusts team, based in Jersey, about passing the Jersey bar, inspiring his team to perform, and taking advantage of Jersey’s coastline at the end of a long day.

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60 second interview with Ben Covey, Santander

Author: Bumblebee Design | Date: 18 Feb 2020

Citywealth spoke to Ben Covey, head of private banking at Santander UK about growing Santander’s UK private banking footprint and supporting clients through significant wealth creation events.

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Divorce: Rich rock stars and their royalties

Author: Bumblebee Design | Date: 18 Feb 2020

With series two of BBC legal drama The Split currently airing, featuring the complexities of high profile divorces it seemed timely to look at a developing issue surrounding celebrity divorce and how to deal with royalties.

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The value of concierge – the extras matter

Author: Bumblebee Design | Date: 11 Feb 2020

Concierge services are not a new idea. They’ve been offered in various forms by most private client, focused businesses at some point or another. Yet today they are enjoying a renaissance.

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60 second interview with Mark Pearce, Gateley

Author: Bumblebee Design | Date: 10 Feb 2020

Citywealth spoke to Mark Pearce, partner in Gateley’s private wealth team, about clients’ concerns for privacy, mental health and doing what you love.

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New York’s wealthy start planning early in election year

Author: Bumblebee Design | Date: 05 Feb 2020

New York’s private wealth industry is flourishing as overseas billionaires continue to relocate to the city and domestic clients start looking at their structures in anticipation of the Presidential election in November.

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Litigation: All is fair in love or trusts?

Author: Bumblebee Design | Date: 29 Jan 2020

As family structures become increasingly complex, the opportunity for sibling jealousy and bitterness to fester and arguments to brew, is ever increasing. For the UHNW, whose assets and wealth is often held in a trust, the result can be a trust dispute.

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60 second interview with Katherine Ellis, Boston Multi Family Office

Author: Bumblebee Design | Date: 28 Jan 2020

Citywealth spoke to Katherine Ellis, CEO of Boston Multi Family Office following the successful MBO in late 2019 to find out more about her daily life and client instructions.

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60 second interview with Jacob Smed, Intertrust

Author: Bumblebee Design | Date: 21 Jan 2020

Citywealth spoke to Jacob Smed, managing director of Intertrust Jersey, about accomplishing tangible results, and being home in time to prepare a family meal.

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How Top US tech funding writes corporate success stories

Author: Bumblebee Design | Date: 15 Jan 2020

Watch this space: tech funds are bound to continue writing success stories in the world of transformative businesses.

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Predictions for 2020

Author: Bumblebee Design | Date: 14 Jan 2020

What does 2020 have in store for the wealth management industry?

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60 second interview with Alistair Robertson, Fieldfisher

Author: Bumblebee Design | Date: 14 Jan 2020

Citywealth spoke to Alistair Robertson, private client partner at Fieldfisher about his recent accomplishments, including a team move from Linklaters in 2019.

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60 second interview with Nic Arnold, PwC

Author: Bumblebee Design | Date: 10 Dec 2019

Citywealth spoke to Nic Arnold ACA, CTA about her career in the private client tax space and how she helps her clients cut through complexity, make decisions and protect their wealth for generations to come.

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Family law: Babynups

Author: Bumblebee Design | Date: 10 Dec 2019

Babynups, an agreement between future parents about the division of childcare responsibilities, have recently come into prominence. With two new babies in the Citywealth ‘family’ it seemed a pertinent time to understand the options.

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Test Opinion Article

Author: Bumblebee Design | Date: 10 Dec 2019

This is a test article

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60 second interview with Abby Feinman

Author: Bumblebee Design | Date: 02 Dec 2019

Citywealth spoke to Abby Feinman, a partner at Katten Muchin Rosenman and head of the private wealth practice in Los Angeles about encouraging clients to be flexible, and thriving on problem solving.

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Switzerland: The tide turns

Author: Bumblebee Design | Date: 26 Nov 2019

Whether because of Brexit and the threat of a Labour government in the United Kingdom, political uncertainty in the Middle East or the fear of crime in Latin America, high net worth clients are beginning to look at Switzerland with fresh eyes.

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60 second interview with Ariane Slinger, ACE International

Author: Bumblebee Design | Date: 26 Nov 2019

Citywealth spoke to Ariane Slinger, CEO of ACE International SA to discuss special assignments, hand-holding clients and her love for vinyl records.

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Private equity PAC Man

Author: Bumblebee Design | Date: 20 Nov 2019

Private equity has turned into a racing Ferrari at Le Mans, winning through industry consolidation, reducing admin costs and introducing automation. Gone are the days when UHNWs would shy away from private equity as an unknown frontier.

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60 second interview with Christopher Yardley, Strabens Hall

Author: Bumblebee Design | Date: 18 Nov 2019

In our 60 second interview series, Citywealth speaks to Christopher Yardley, client director at Strabens Hall and Gold winner of the Financial Advisory/ UHNW Services Individual of the Year at the Future Leaders Awards 2019.

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Trust punch ups

Author: Bumblebee Design | Date: 12 Nov 2019

Litigation has seen a sharp rise since the credit crunch with beneficiaries questioning their trustees and investment consultants providing context to UHNW clients on investment returns.

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60 second interview with Sevyn Kalsi, Walkers

Author: Bumblebee Design | Date: 11 Nov 2019

In our 60 second interview series, Citywealth speaks to Sevyn Kalsi, senior counsel at Walkers, about working on “green field” matters, and helping clients with issues surrounding asset protection, succession planning and the maintenance of privacy and confidentiality.

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MONACO yacht show update: Not ending up in a stew with crew

Author: Bumblebee Design | Date: 05 Nov 2019

As recent changes to French employment law bring to the fore the challenges of crew employment aboard superyachts, Citywealth’s April French Furnell investigates how owners and managers are adapting to the new regulations.

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60 second interview with Saleem Sheikh, GSC Solicitors

Author: Bumblebee Design | Date: 05 Nov 2019

In our 60 second interview series, Citywealth speaks to Saleem Sheikh, senior partner at GSC Solicitors, about morphing from lawyer to trusted advisor, being a part of clients’ success stories and the importance of family.

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A conversation with Alison Parry and Marie McNeela, Intertrust

Author: Bumblebee Design | Date: 31 Oct 2019

Citywealth spoke to Alison Parry, Head of Private Wealth in Guernsey and Marie McNeela, Managing Director of Intertrust Guernsey to discuss evolving as a business, looking for growth in unexpected areas, and the importance of its people.

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The Guernsey ‘green dollar’

Author: Bumblebee Design | Date: 30 Oct 2019

The launch last year of the Guernsey Green Fund, the world’s first regulated green investment fund product, has put Guernsey on the map as a hub for investors focused not only on financial returns but also on environmental sustainability.

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Germany: Exit taxes keep germans local

Author: Bumblebee Design | Date: 23 Oct 2019

Germany’s wealthy stay loyal to the local economy and invest their assets close to home

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ESG sustainability and The Greta effect

Author: Bumblebee Design | Date: 16 Oct 2019

Investors and investment managers who are moving to sustainable finance and wanting to take time doing so, it remains to be seen if Gen Z and the Greta effect will let them do so. If ‘extinction’ rather than sustainability is on the United Nations and social media agenda, it remains to be seen if th

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Financial crime: Tax schemes and investigations .. Tchenguiz

Author: Bumblebee Design | Date: 07 Oct 2019

Tax schemes once thought of and encouraged by “professionals” and peers, suddenly turn into scorched earth.

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How to create a successful single family office (SFO): If it was easy everyone would be doing it

Author: Bumblebee Design | Date: 02 Oct 2019

The family office concept has been around for a long time, particularly in the US where the entry level to set them up is drilled down to the affluent population, yet the past decade has seen a significant increase in interest in higher value offices from European, Middle Eastern and Asian families

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60 second interview with Rachel O’Donoghue, Buzzacott

Author: Bumblebee Design | Date: 02 Oct 2019

In our 60 second interview series, Citywealth speaks to Rachel O’Donoghue, a partner in the financial planning team at Buzzacott about juggling client demands, helping the UHNW to avoid the trends of the day, and her passion for food.

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DIVERSITY: Powerwomen Club presents SPONSORSHIP: Moving on from mentoring

Author: Bumblebee Design | Date: 02 Oct 2019

On Wednesday 16 October 2019, Citywealth’s Powerwomen Club will be hosting a lunchtime panel discussion on the difference between being a mentor and a sponsor.

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Interview with Simon Black, Dolfin

Author: Bumblebee Design | Date: 25 Sep 2019

Simon Black joined Dolfin in September 2018 to bolster the firm’s ability to meet the demands of HNW and UHNW private investors. Today, he serves as Dolfin’s Head of Investment Management.

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Property update: sterling rate attracts US and Ritz Carlton Affair Saudi’s

Author: Bumblebee Design | Date: 24 Sep 2019

House prices in London might be falling, but for now London retains its title as the world’s number one city for UHNWI residents. Citywealth’s April French Furnell spoke to London property experts to find out the trends behind the headline figures.

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Bermuda update: Business as usual

Author: Bumblebee Design | Date: 19 Sep 2019

Great news for Bermuda as blacklisting worries disappear

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60 second interview with Naomi Rive, Highvern

Author: Bumblebee Design | Date: 13 Aug 2019

In our 60 second interview series, Citywealth speaks to Naomi Rive, group director and head of family office at Highvern Trustees about completing the management-buy-out of Highvern from Coutts in 2016, and demonstrating substance over form to her team.

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60 second interview with Andy Sams, TwinFocus

Author: Bumblebee Design | Date: 07 Aug 2019

In our 60 second interview series, Citywealth speaks to Andy Sams, Director, Client Advisory London for TwinFocus about assisting clients amid the uncertainty of Brexit and a potential UK general election.

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60 second interview with Richard Fagan, VG

Author: Bumblebee Design | Date: 01 Aug 2019

In our 60 second interview series, Citywealth speaks to Richard Fagan, Director at VG, an independent provider of fiduciary and administration solutions based in Jersey, about being flexible to the ways in which clients want to work and allowing employees to make mistakes.

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60 second interview with James Bunker, Vardags

Author: Bumblebee Design | Date: 30 Jul 2019

In our 60 second interview series, Citywealth speaks to James Bunker, Director and Head of Property at Vardags about the challenges of advising foreign clients who are unfamiliar with UK property laws, and why the traditional model of buying and selling properties is ripe for transformation.

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Meet the SUPERADVISORS

Author: Bumblebee Design | Date: 03 Jul 2019

Citywealth recently held an open call to those aged 40 or under in the wealth management industry in search of the next ‘future leaders’.

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Meet our Tomorrow Club Award Winner – Kate Maurice, Dixon Wilson

Author: Bumblebee Design | Date: 01 Jul 2019

Kate Maurice, a manager at Dixon Wilson, took home the Tomorrow Club Award at the 2019 Magic Circle Awards. In this interview, Kate provides an insight into her daily life and shares some of her recent accomplishments.

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Hoi Liechtenstein!

Author: Bumblebee Design | Date: 25 Jun 2019

Best known for its private banks for wealthy, international clients, at the end of last year Liechtenstein decided to also become a crypto hub.

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60 second interview with Lisa Vanderheide, Stewarts

Author: Bumblebee Design | Date: 24 Jun 2019

In our 60 second interview series, Citywealth speaks to Lisa Vanderheide, Tax Director at Stewarts about establishing a new tax investigation arm for the litigation-focused law firm.

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Taking the burden out of onboarding

Author: Bumblebee Design | Date: 20 Jun 2019

Carrying out due diligence for new clients can be time-consuming and laborious, but automating the process through regtech could be a game-changer, believes Dolfin COO Amir Nabi.

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Passion investing: The Artful Dodger

Author: Bumblebee Design | Date: 19 Jun 2019

Purchasing a serious piece of art for yourself or a client can be one of the largest investments you’ll make in your life, but you may not realise that having the money to make the purchase is just the beginning.

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60 second interview with Daniel Freedman, London & Capital

Author: Bumblebee Design | Date: 17 Jun 2019

In our 60 second interview series, Citywealth speaks to Daniel Freedman, managing director at London & Capital about helping clients through difficult periods, and his passion for fruit which in an alternative world might have seen him become a greengrocer.

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60 second interview with Emma Woollcott, Mishcon de Reya

Author: Bumblebee Design | Date: 10 Jun 2019

In our 60 second interview series, Citywealth speaks to Emma Woollcott, partner at Mishcon de Reya.

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If God had wanted us to fly he would have given us wings (or cannabis)

Author: Bumblebee Design | Date: 10 Jun 2019

The lobbying; legalization and consequent institutional value of the medicinal, not recreational, cannabis industry continues to rise and is poised for more growth as a wave of legalization and public pressure for reform, drives change in North America and Europe.

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Interview with Ian Devereux, partner at Stephenson Harwood

Author: Bumblebee Design | Date: 04 Jun 2019

Citywealth spoke to Ian Devereux, a partner at Stephenson Harwood and head of the firm’s private wealth team in Greater China, about the growing number of UHNW families in the region and their need for increasingly bespoke advice.

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China: Nowhere to hide…

Author: Bumblebee Design | Date: 04 Jun 2019

Chinese common reporting standard arrives: Chinese govt receive bank account information on residents from 75 countries

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Dementia: it’s on the tip of my tongue

Author: Bumblebee Design | Date: 29 May 2019

Dementia is the most feared health condition in the UK, according to a study carried out by the Alzheimer’s Society. Memory loss and difficulties with thinking, problem-solving or language are just some of the symptoms of dementia.

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60 second interview with Frederick Bjørn, Payne Hicks Beach

Author: Bumblebee Design | Date: 28 May 2019

In our 60 second interview series, Citywealth speaks to Frederick Bjørn, a partner in the private client department of Payne Hicks Beach about working with clients to mitigate the risk and dangers wealth brings and handling the differing interests of three generations.

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60 second interview with Alison Parry, Intertrust

Author: Bumblebee Design | Date: 21 May 2019

In our 60 second interview series, Citywealth speaks to Alison Parry, Head of Private Wealth at Intertrust Guernsey on the challenges of working with families to achieve their goals and wishes, locating missing family members and mentoring young adults.

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USA Update: engaging women in wealth management

Author: Bumblebee Design | Date: 21 May 2019

The wealth management industry has struggled to engage with the growing pot of female wealth which has risen to make up to 51 per cent of US personal wealth…

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Further afield

Author: Bumblebee Design | Date: 15 May 2019

Wealth managers are hiring again in the UK regions. For some, a presence in the regions has long been a key strategy, for others they are rebuilding a past footprint having retrenched back to London.

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Singapore pulls away as regional family office hub

Author: Bumblebee Design | Date: 14 May 2019

The announcement in February by Singapore’s Finance Minister of a plan to extend tax exemptions for family offices, which were due to expire this year, has driven further demand from the wealthy in the region to establish more formal structures around their assets.

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60 second interview with Mort Mirghavameddin, Trust Corporation International

Author: Bumblebee Design | Date: 14 May 2019

In our 60 second interview series, Citywealth speaks to Mort Mirghavameddin, CEO of Trust Corporation International on embracing change in the trust industry, allowing staff to flourish and visting the Marche region of Italy.

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Godspeed: UK immigration

Author: Bumblebee Design | Date: 08 May 2019

The recent changes to UK immigration rules are set to ensure the UK remains a world-leading business destination. Yet, these amendments have proven contentious.

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