Citywealth Leaders List Submissions

Citywealth’s Leaders List is a unique search tool for finding Private Wealth Management Professionals rated and reviewed by peers and clients. You can submit for yourself or others at any time.

Please note that you will not be able to complete the submission form without providing references. We cannot accept references previously published in other directories.

What happens next?

Once you have completed the form, our editorial team will be in touch with your referees and on receipt of references, we will create a profile page for you. Please note, all new and existing profiles must receive at least three online reviews each year before the end of December deadline or your profile will be subject to removal. Citywealth requires the reviews to confirm that you are professionally active and have support in the wealth management or private client advisory industry.

Why submit?

Online every month we have 10,000 users who are UHNW clients, charities and industry peers who visit the Leaders List to read our content and to understand the professionals within it. Once listed, clients and peers can submit testimonial reviews on your profile page. Each of these is independently monitored by Citywealth staff. If there are ‘bad’ reviews we discuss these with the advisor in question and ask for feedback, then refer the reviewer to the relevant authorities like the FSA or Law Society. We do not release the review but do ask for acknowledgment and an email or phone response to discuss the situation. If we do not hear back then we will delete your profile.

We add one complimentary case study to help potential clients match your skills and experience to their needs. Editorial listing is free of charge and adding Citywealth news items, Editor’s Top Rated listings and award win commendations. Upgraded features, such as profile picture, contact details, bio, additional case studies and company logo are available. More information here.

Top Rated Lists

Throughout the year we compile ‘top-rated’ lists of the leading professionals taking in consideration their answers to our surveys and the reviews and ratings they receive on our Leaders List as well as industry feedback. 

To receive more information, please email Editor, Karen Jones: kjones@citywealthmag.com

Annual Citywealth Recommended Leaders List logos will be released at the Editor’s discretion.

Each year we release the Leaders List logos for those who are recommended on the site. To receive the logo, you need to have received at least three new reviews in the current year, running January to December. As soon as you have the reviews you can apply for your ‘Citywealth recommended’ logo. Simply have clients or peers visit your unique URL page and click the red button. The form requires; name, company, email (to enable us to randomly verify reviews are genuine), the review and clients or peeres can click to remain anonymous on the site. Reviews wait in a portal to be checked for suitability.

Read more about Citywealth Editor’s top lists