Citywealth WP - the wealth professionals networking club
Citywealth WP was launched in December 2010 originally as Citywealth YP and is Citywealth’s fourth membership club. Citywealth WP provides a networking group that will help members who are tasked with building their organisation’s profile and business referral network develop key contacts with their peers in other advisory sectors in the private wealth industry to help build market knowledge, business and personal development.
There are now over 50 organisations represented among the membership including Barclays, Bircham Dyson Bell, Butterfield Group, C. Hoare & Co, Capital Generation Partners, Charles Russell Speechlys, Citi Private Bank, Cuatrecasas, Gonçalves Pereira, Farrer & Co, First Names Group, Hawksford, Gowling WLG, Macfarlanes, Mills & Reeve, Penningtons Manches, Rothschild, Smith & Williamson, Stanhope Capital, Stewarts Law, Summit Trust International and UBS.
Events are by invitation only to members.
If you are interested in becoming a member of the Citywealth WP, please email us
Articles of interest and links here
Citywealth Magic Circle Awards 2015 - Asian Wealth Manager of the Year
Citywealth WP - Jeremy Marshall Ceo, C Hoare & Co
Jeremy CEO of C. Hoare & Co since 2009 talks to Citywealth WP. Before becoming CEO, he spent 20 years with Credit Suisse from 1988-2008, working in Zurich, New York and London, mainly in private banking. Previously, he also worked for Barclays and Bank of Montreal
Citywealth WP for business developers in the wealth sector
For business developers in the wealth sector. Members are typically directors and partners building business. Citywealth – YP provides a networking group that will help members build their organisation’s profile and business referral network developing key contacts with their peers.
Citywealth WP - Daniel Martineau, Executive Chairman, Summit Trust International
Daniel talks to Citywealth WP. Firstly I learned too late that you need to amass internally an externally people who are soulmates - people that you trust and that you respect. That includes those who are below, to your side and above you.
Citywealth WP Grange Holborn Hotel
Attendess are those in any of the main, private client disciplines: private banking, investment management, family offices; trust and fiduciary; accountancy and law. The groups have members from Switzerland, Spain, the Channel Islands and Isle of Man who fly in to mix with the London wealth and intermediary industry.
Citywealth WP - Yogesh Dewan, Founding Partner, CEO Hassium Multi Family Office
Yogesh (Yogi) is the CEO and Founding Partner of Hassium Asset Management LLP speaks to Citywealth WP. Yogi has fifteen years of professional investment management experience. Prior to founding Hassium Yogi spent ten years as an Executive Director in the Private Wealth Management division at Goldman Sachs in London.