In today’s issue: Sustainable investing in 2026: the great wealth transfer meets fiduciary reality. Released Citywealth Leaders List: Top 25 Sustainability Experts 2026. Sports investment 2.0: Why liquidity, governance, and institutional capital matter more than ever. 2026 Citywealth Leaders List of recommended individuals to Launch on 1 July. Citywealth Forum 2026 Speaker spotlight: Rennie Hoare, Partner and Head of Philanthropy at C. Hoare & Co., Ryan McSharry, Director / Head of Crisis and Litigation (UK) at INFINITE, Kate Wilson, Barrister at 5RB, Josh Leigh, Partner at Schillings, Gideon Benaim, Partner and Head of the Reputation Protection Team at Simkins, Anna Josse, CEO and Co-founder of Prism the Gift Fund, Dan Tench, Partner at CMS and Anna Tylor, Chair, RNIB. Citywealth Leaders List, 60 seconds interview: Samantha Farndale, Stowe Family Law, Claire Gill, Carter-Ruck and Max Kunkel, UBS. Citywealth Quick Insight Series on Tax Trends: Liz Cuthbertson, Mercer & Hole. Three Sky-High Thai Bars Put Sunset with Diverse Dining Experiences. B Corps across the world are marking 20 years of the movement. Art Basel unveils exhibitors for its 2026 Paris show. Citywealth Leaders List and Membership Spotlight. |
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Sustainable investing in 2026: The great wealth transfer meets fiduciary reality |
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Sustainable investing has entered a new phase. In 2026, sustainable investing is no longer defined by ESG labels alone. As the great wealth transfer accelerates, next generation beneficiaries are pushing for portfolios, philanthropy and family wealth structures to reflect their values. Trustees, however, remain bound by fiduciary duties, settlor intentions and obligations to current and future beneficiaries. The result is a growing tension between influence and authority, making governance, stewardship and accountability the defining sustainability issues for wealth managers and family offices. Read more → |
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Released Citywealth Leaders List: Top 25 Sustainability Experts 2026 |
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| Sustainable investing is entering a more mature phase. While ESG and climate commitments remain important, the focus has shifted towards governance, stewardship and accountability. As the great wealth transfer accelerates, younger generations are increasingly seeking to align investments, philanthropy and family wealth with their personal values. Read more → |
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Sports investment 2.0: Why liquidity, governance, and institutional capital matter more than ever |
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| Sports investment is moving from trophy ownership into a more sophisticated alternative asset class. Family offices, private equity firms and ultra high net worth investors are looking beyond headline franchise values to issues such as liquidity, governance, minority rights, credit structures and long term value creation. Read more → |
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2026 Citywealth Leaders List of recommended individuals to Launch on 1 July |
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| The 2026 Citywealth Leaders List will be published on 1 July, recognising more than 700 recommended professionals from across the international wealth management sector. The directory will feature four categories and a 2026 Citywealth Leaders List recommended logo will be available from 01 July. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Rennie Hoare, Partner and Head of Philanthropy at C. Hoare & Co. |
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| Rennie Hoare focused on how philanthropy is moving into the mainstream of wealth planning, with donor-advised funds playing a central role. He highlighted the value of unrestricted funding, better use of charitable capital, and the importance of philanthropy as a way of deepening client relationships and understanding what matters to them. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Ryan McSharry, Director/Head of Crisis and Litigation (UK) at INFINITE |
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| Ryan McSharry focused on the practical realities of reputation crises in the digital age. He highlighted the speed and scale at which misinformation now spreads, stressing the importance of preparation, coordinated legal and communications strategies, and knowing when not to respond. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Kate Wilson, Barrister at 5RB |
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| Kate Wilson focused on the legal realities of reputation protection in the digital and AI age. She highlighted the limits of defamation law when dealing with AI-generated content, the importance of data protection and confidentiality as alternative tools, and the significant legal gap when it comes to protecting the reputation of the deceased. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Josh Leigh, Partner at Schillings |
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| Josh Leigh focused on how reputational damage is often amplified by the actions of clients themselves rather than external attack. His core message was that overreaction can worsen situations, and that effective reputation management requires restraint, audience focus and careful engagement with media. Read more → |
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Citywealth Forum 2026 Speaker spotlight: Gideon Benaim, Partner, Head of the Reputation Protection team at Simkins |
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| Gideon Benaim focused on how AI is fundamentally changing reputation management. He described AI as a system that strips context from information while accelerating disinformation at scale. His key message was that passive reputation management no longer works, individuals must actively shape how they appear in digital systems. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Anna Josse, CEO and Co-founder of Prism the Gift Fund |
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| Anna Josse focused on how philanthropy needs to evolve, with charities improving their ability to engage major donors and navigate tax structures. She highlighted the importance of unrestricted funding, long-term donor relationships, and the growing need for cross-border giving solutions as clients become more international. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Dan Tench, Partner at CMS |
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| Dan Tench opened the panel by setting out why reputation has become significantly more complex for wealthy individuals. He highlighted three key pressures: technology, media change and shifting public attitudes, and framed the discussion around the growing impact of AI and the challenges of managing reputation both during life and after death. Read more → |
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Citywealth Forum 2026 Speaker spotlight:Anna Tylor, Chair, RNIB |
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| Anna Tylor focused on the practical realities of philanthropy: charities still struggle to understand wealthy donors, relationships take years to build, and unrestricted funding is essential to improve impact. She also called for better measurement of outcomes, more collaboration across the sector, and greater recognition of philanthropy within government policy. Read more → |
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Citywealth Leaders List, 60 seconds interview: Samantha Farndale, Stowe Family Law |
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| As a Family Solicitor and Partner, my role is to use my experience and judgement to support clients through often complex and challenging matters, while ensuring they feel confident, well-advised and cared for throughout the process. I aim to bring together strong technical expertise, commercial awareness, and a calm, practical approach, so that clients receive advice that is both high-quality and genuinely helpful. Read more → |
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Citywealth Leaders List, 60 seconds interview: Claire Gill, Carter-Ruck |
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| I am a partner in the media team at Carter-Ruck, specialising in reputation management and advising on defamation, privacy and data protection law. No day is the same. I may have to drop a detailed drafting task to deal with an urgent pre-publication enquiry for a new client, involving giving advice on how best to respond to questions from journalists which are typically sent at the 11th hour, or I may have to engage with the media in connection. Read more → |
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Citywealth Leaders List, 60 seconds interview: Max Kunkel, UBS |
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| The current global political landscape is increasingly fragmented and complex, shaped by geopolitical tensions, high public debt levels, and ongoing structural economic changes. In this environment, the focus is more on a medium-term approach to asset allocation, focusing less on reacting to short-term volatility and more on building resilience across a wide range of outcomes. Read more → |
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Citywealth Quick Insight Series on Tax Trends:Liz Cuthbertson, Mercer & Hole |
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| Across the globe, there is increased transparency of data with exchange of financial information agreements, increased tax rates in many jurisdictions and aggressive enforcement. While tax remains important, it is no longer the sole driver behind relocation decisions for many UHNW families. Read more → |
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Citywealth IFC Awards SUBMISSION OPEN – deadline 3rd July |
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| Nomination / Industry peers or Express submission (FREE, including limited information) or the Complete Submission. Now in their twentieth year, the Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres. Read more → |
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| Three Sky-High Thai Bars Put Sunset with Diverse Dining Experiences
Thai cheese and local wine in Chiang Mai to Spanish-style social hours. Read more → |
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| B Corps across the world are marking 20 years of the movement
3 friends set out to prove that business could benefit people and the planet Read more → |
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| Art Basel unveils exhibitors for its 2026 Paris show
Announced the exhibitor lineup and first program details. Read more → |
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Citywealth Leaders List spotlightThe Citywealth Leaders List is a user rating directory of the leading individuals in international private client and wealth management. The Leaders List hosts our Top Lists – independent curations of the best professionals in their fields. See below a spotlight on a few of the stellar individuals that make up our directory. |
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| Michael Topley, Head of Sustainable Portfolio Management & Global Equity PM, Barclays Private Bank View his profile here. |
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| Ian Heap, CEO, Bordier & Cie View his profile here.
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| Jonathan Giles, Managing Director, Rathbones View his profile here. |
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Citywealth Membership spotlight |
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| KPMG Law in the UK offers a unique combination of top-tier legal advice worldwide, powered by best-in-class proprietary technology solutions. |
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Citywealth MembershipJoining Citywealth is more than a membership, it’s a strategic investment in your professional future. Apply today to unlock a world of opportunity, influence, and insight.
Citywealth membership programme is designed for individuals and firms who seek to elevate their presence, expand their networks, and stay ahead in the dynamic landscape of wealth management. Enjoy invitations to private events, exclusive networking opportunities, and curated gatherings with industry leaders.
Get early access to editorial new releases and curated sessions with wealth management and private client experts.
Membership Benefits 1. Premium networking opportunities Engage with top-tier professionals through invitation-only events, roundtables, and forums. Build meaningful relationships that drive business growth and collaboration. 2. Enhanced visibility Feature in our award-winning editorial content, interviews, and top lists. Members benefit from increased exposure across our digital and print channels, reaching a global audience. 3. Exclusive insights Receive priority access to market intelligence, trend reports, and thought leadership pieces that inform strategic decision-making. 4. Professional recognition Be part of our prestigious awards programmes and rankings, including the Leaders List and Future Leaders initiatives, which celebrate excellence and innovation in the industry. 5. Digital tools & resources Utilise our online platform to connect with peers, showcase expertise, and access member-only content designed to support your professional journey.
Read more. Click here.
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