In today’s issue: Trust governance at scale: why ultra-wealthy families are turning to PTCs. Citywealth Magic Circle Awards 2026 Shortlist Announced. Citywealth Leaders List, 60 seconds interview: Parisa Jones, Partner, Trusts and Estates at Lester Aldridge, Sean Taylor, Director, Intermediaries at Arbuthnot Latham & Co., Malky Chaloner, Private Client Partner and Chartered Tax Advisor at DMH Stallard and Eloise Brehaut, Client Relationship Manager, Gulf Team, Suntera, Guernsey. Citywealth Quick Insight Series on Divorce and Family Law: Kirsty Morris, Partner at Burgess Mee. Citywealth Quick insight series on Top 10 Digital Asset Trends: Anne Maréchal, Partner at De Gaulle Fleurance, Paris. Aglow at Auckland Palace: A spectacular Christmas light trail. Street Child: Powering Partnerships for Education in Crisis’ time. Citywealth Leaders List spotlight. |
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Trust governance at scale: Why ultra-wealthy families are turning to PTCs |
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A recent New York Supreme Court ruling in C.S. v. R.H. has reignited discussion among wealth-management and legal professionals over how trust assets are treated in high-net-worth divorces. While the case turns on the specifics of divorce law, its underlying question, how much control is too much when managing wealth through trusts, goes to the heart of modern governance. For advisers serving ultra-wealthy families, that issue now extends far beyond matrimonial disputes and into the wider architecture of how family wealth is organised and supervised. Read more → |
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Citywealth Magic Circle Awards 2026 Shortlist Announced |
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| Citywealth is proud to announce the shortlist for the 2026 Magic Circle Awards, celebrating the top advisors, firms, and leaders in the private wealth sector. Now in its 21st year, the Citywealth Magic Circle Awards continue to recognise excellence among the world’s leading professionals in law, finance, fiduciary, and advisory services. View the shortlist → |
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Citywealth Leaders List, 60 seconds interview:Parisa Jones, Partner, Trusts and Estates at Lester Aldridge |
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| I am a solicitor and Partner at Lester Aldridge. I am based in our Bournemouth office but have clients across the country. I am a Trust and Estate Practitioner and former Chair of STEP Bournemouth. I am also a fully accredited member of the Association of Lifetime Lawyers. Read more → |
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Citywealth Leaders List, 60 seconds interview:Sean Taylor, Director, Intermediaries at Arbuthnot Latham & Co. |
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| I am Sean Taylor, Director of Intermediary Sales in the Wealth Management team at Arbuthnot Latham, a private and commercial bank with over 190 years of heritage. I focus on building strong partnerships with professional intermediaries such as financial advisors and planners, helping them deliver tailored (no pun intended!) wealth solutions to their HNW clients. Read more → |
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Citywealth Leaders List, 60 seconds interview: Malky Chaloner, Private Client Partner and Chartered Tax Advisor at DMH Stallard |
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| Like most lawyers, we start our day looking at our emails. I do try to have a list of what I want to achieve in a day, some drafting, replying to emails, client phone calls, team calls, in person meetings or home visits. No two days are the same as I also have the privilege of training and developing other members of my team, which I love. Read more → |
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Citywealth Leaders List, 60 seconds interview: Eloise Brehaut, Client Relationship Manager, Gulf Team, Suntera, Guernsey. |
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| I’m a Client Relationship Manager at Suntera, where I work in the Private Wealth team to support high-net-worth families with managing and protecting their assets across multiple jurisdictions. My role involves providing tailored solutions in asset protection, succession planning, and ongoing administration of complex trust and company structures. Read more → |
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Citywealth Quick Insight Series on Divorce and Family Law:Kirsty Morris, Partner at Burgess Mee |
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| Yes, unfortunately people can regret the agreements they reach in the early days of separation once the dust has settled a little and they learn more about their spouse’s wealth or objectives during the divorce. Read more → |
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Citywealth Quick insight series on Top 10 Digital Asset Trends:Anne Maréchal, Partner at De Gaulle Fleurance, Paris |
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| This week’s Top 10 Digital Asset Trends is dedicated to Anne Maréchal, a partner at De Gaulle Fleurance in Paris, France, bringing over 30 years of experience in financial markets law, mergers and acquisitions, and asset management. Read more → |
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| Aglow at Auckland Palace: A spectacular Christmas light trail
Festive family adventure as AGLOW to The Auckland Project this winter. Read more → |
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| Street Child: Powering Partnerships for Education in Crisis’ time
Street Child co-hosted three events of the 80th United Nations General Assembly Read more → |
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| Citywealth Future Leaders Awards 2025 – Ceremony
Book your ticket now for the Citywealth Future Leaders Awards 2025. Book Now → |
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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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| Rachel Buckley, Joint Managing Director The Family Law Company View her profile here. |
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| Severiano Ortiz, Managing Member MNF Legal PLLC View his profile here.
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| Estella Newbold-Brown, Head of Family Law Amphlett Lissimore View her profile here. |
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