Embracing the new world of private wealth:

12th May 2026

8:30 AM – 6:30 PM (BST)

The Citywealth Forum brings together prominent leaders from the private wealth management sector to discuss key issues impacting ultra-high-net-worth individuals (UHNWIs) and wealth management professionals.

Chaired by Joshua Rubenstein, Partner and National Chair at Katten Muchin Rosenman in New York, this exclusive event covered emerging trends, investment strategies, and wealth preservation techniques that are shaping the future of private wealth management

Citywealth Forum is the premier UHNW forum that brings together private wealth advisers, wealth managers, and industry leaders to explore and debate a wide range of topics relevant to ultra-high-net-worth individuals (UHNWIs).

This year’s forum featured an exclusive keynote address by Penny Mordaunt, adding significant insight into political developments impacting wealth management. The event also featured three informative sessions in the morning and four key discussions in the afternoon, with ample opportunities for networking during lunch, evening drinks, and informal conversations.

The full-day event covered essential topics for wealth management professionals, including: an IFC update, trusts and estate planning, taxation, political developments affecting private wealth, the impact of governments on wealth management, and finally, philanthropy and charitable giving.

Past attendees of the Citywealth UHNW Forum represent some of the most prestigious and influential organizations in private wealth management, family offices, tax advisory, and legal services. These leaders in the industry have joined us to explore key issues impacting ultra-high-net-worth individuals (UHNWIs). Our past attendees include professionals from:

• Aaron & Partners (private client law)
• Affinity Group (wealth advisory)
• American Tax Returns (international tax services)
• Astraea Group (financial planning)
• BDO (tax and audit services)
• Boodle Hatfield (private client law)
• Buzzacott (wealth management and tax)
• Capital Generation Partners (wealth management)
• Charles Russell Speechlys (family law, private wealth)
• Cyril Amarchand Mangaldas (law firm specializing in private wealth)
• EY (tax advisory and private wealth consulting)
• Farrer & Co (private client services)
• Goldman Sachs (global investment banking)
• Harbottle & Lewis (family offices and wealth management)
• HSBC Private Bank (wealth management services)
• Investec Bank Channel Islands (private banking and wealth management)
• Irwin Mitchell (wealth and tax services)
• Katten Muchin Rosenman (private wealth law)
• Michelmores (private client law and wealth management)
• PwC (tax advisory and private wealth)
• Rothschild & Co (private banking and wealth management)
• UBS (wealth management and private banking)
• And many more.

These industry-leading firms provide invaluable expertise on topics such as taxation, trusts and estate planning, political developments, investment strategies, and philanthropy, creating a dynamic and insightful event for all professionals in the wealth management sector.

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

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

For any additional information please contact:

Calin Lapuste – clapuste@citywealthmag.com or call 020 7487 5858