Embracing the new world of private wealth

Citywealth invites you and your colleagues to listen to thought leaders and to debate the issues of the day.

The forum will be limited in numbers to 100 to enable discussion and networking.

David Kilshaw, Head of Private Client Solutions at Rothschild & Co will introduce and chair the day and questions during the sessions to generate useful dialogue with speakers and to engage the audience. David will also create a round up summary of key points at the end of the day. David has vast experience in the UHNW sector with over 35 years’ experience advising wealthy individuals, family offices and financial institutions at specialist private client advisory firm Rawlinson & Hunter. He was also previously Head of Private Client Tax at KPMG and Head of Family Office at EY. He has been the recipient of many industry accolades.

Dr Andy Summers, Associate Professor from the LSE joins us once again. He presents his latest report on non doms, he will also have a further report on non-doms that is due to be published in September to be discussed at the forum. In his current report he provides extensive analysis on non doms and asks about UK’s ‘non-doms’ specifically:  Who are they, what do they do, and where do they live? His research reveals that non-doms are significantly younger, on average, than the top 1% population as a whole, although there is also a significant tail of individuals over retirement age who have claimed non-dom status. 

David Bain, Founder of Family Capital an online community and news resource for global family offices will moderate. David has 20 years experience as a financial journalist. He previously worked at The Economist, Dow Jones and Financial News. He is a graduate of the LSE and The School of Oriental & African Studies. 

The topics 

Sanctions and trustees

Sanctions have affected the trust industry and beyond. With the Ukrainian conflict seeing no sign of abating, Citywealth asks whether sanctions will have a lasting impact on the industry as clients overseas see the impact of European and US governments on Russians and wonder if this could happen to them. With the rise of different jurisdictions like Dubai and Singapore with different regulations, how does the industry deal with this axis change? Attendees will be invited to share updates from their jurisdictions in a lively session facilitated by the forum leaders. 

Who are the non-doms? 

Most non-doms come from Western Europe, India, and the US. There are also sizeable minorities from other English-speaking countries. Since 2001, there has been a rapid rise in the number of non-doms from India, China and the former Soviet states.  Most non-doms also reside in and around London, with non-doms making up more than one in ten adults living in Kensington and the Cities of London and Westminster. Outside London, the largest non-doms presence is in the Home Counties, the university towns of Oxford and Cambridge, and in Aberdeen with its petrochemicals industry. Our study provides the first systematic look at the UK’s non-dom population, using comprehensive evidence from tax records to move beyond isolated anecdotes.

Disputes and litigation across the jurisdictions

Lunch a buffet lunch will be served with seating but an opportunity to network

Crypto tax, litigation and bankruptcy

Tax has become the top level discussion in crypto in the UK aswell as government regulation. With global players operating in multiple jurisdictions we ask experts for an update on global taxation and proposed regulation. We also look at the rise of litigation and bankruptcy in crypto and ask legal experts for their thought leadership on the current tumultuous situation. We also look at litigation innovation. 

ESG & trustees


By 2030, a fifth of the world’s population will be from Africa and by 2050, a third of all children globally will be African. Total individual wealth on the continent is expected to rise by 34% reaching over US$3trillion by 2027. The sheer magnitude of this rising population, the wealth creation and accumulation involved, combined with the increasing access to sophisticated wealth planning tools and interest from practitioners travelling in from International Finance Centres means giving clients the most comprehensive advice is even more crucial than ever. In this session, our experts: Hetal Sanghvi, Chris Stead, Jonathan Sprigg, Rakesh Dabasia will discuss the mindset of African families they deal with in Sub-Saharan Africa and the nuances of how they structure, diversify, and internationalise their wealth. Source: UNICEF & AfrAsia Bank

We explore this phenomena and look at the rise of wealth in Africa with Standard Bank and Melville Douglas.

The Citywealth Forum on 4th October will have six educational slots in the day and a beautiful setting at Marriott Grosvenor House London the event will host a lunch for guests and a drinks reception to finish.

For any additional information please contact:

Yipei Dong - ydong@citywealthmag.com 

Calin Lapuste - clapuste@citywealthmag.com 

or call 020 7487 5858

Summit Trust 300x250
Melville Douglas
Standard Bank link
Standard Bank

Citywealth Forum

Date: Tuesday, 4 October, 2022

Time: 10:00 AM - 6:30 PM

Venue: Albemarle and Alford Suite, Marriott Grosvenor House London (86-90 Park Ln, W1K 7TN)

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