In today’s issue: Probate in Transition: Global Reform, Rising Disputes and the Shift Beyond Wills. Citywealth WP Club: Mentor speaker – Penny Lovell, Head of Private Bank, CEO of The Hottinger Group part of Edmund de Rothschild. Citywealth Forum USA 2026 speaker spotlight: Emily Dreas, Bank of America Private Bank; Danielle Amato-Milligan, Amato Milligan & Associates and Francesca Boschini, Deutsche Bank Wealth Management. Citywealth Leaders List, 60 seconds interview: Natalie Butt, Crowe UK, Matthew Duncan, Druces, Hélène Weidmann, KPMG Law Switzerland and Jonathan Gold, W1M. Jean Prouvé Masterworks at TEFAF New York. Government opens search for fund manager as £500m. Manuel Mathieu unveils his work at the 61st International Art. Citywealth Leaders List and Membership spotlight. |
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| | Probate in Transition: Global Reform, Rising Disputes and the Shift Beyond Wills |
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Probate is undergoing a fundamental transformation. Across jurisdictions, legal reforms are simplifying processes, while rising disputes, cross-border complexity and shifting family dynamics are exposing the limits of traditional wills. At the same time, a new generation of wealth, particularly in China, is creating fresh challenges around succession, governance and legacy. Advisers are responding with more integrated, forward-looking strategies that place equal emphasis on structure, reputation and the wellbeing of beneficiaries. Read more → |
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Citywealth WP Club: Mentor speaker – Penny Lovell, Head of Private Bank, CEO of The Hottinger Group part of Edmund de Rothschild |
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| | Most people in the room already understand the technical side of the job. Qualifications, markets, regulation, products. That part is well understood. What shapes a career over time is something else. Careers tend to turn on a small number of behaviours. You don’t notice them day to day, but they add up quietly over years. I want to focus on four. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Emily Dreas, Bank of America Private Bank |
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| | Emily Dreas opened and moderated the discussion by placing women’s sport within a broader shift in client behaviour. Her remarks focused on demand, capital flows, and how ultra high net worth investors are approaching sports ownership as part of a wider portfolio strategy. She framed the conversation around a simple point. A few years ago, women’s sport would not have featured in this context. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Danielle Amato-Milligan, Amato Milligan & Associates |
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| | Danielle Amato-Milligan brought a philanthropic and strategic perspective to the discussion, focusing on how art collections can be used to shape legacy, support cultural institutions, and meet broader family objectives. Her contribution centred on the intersection between personal collecting, charitable giving, and long term planning, particularly at the point where families begin to consider what should happen to collections beyond their own lifetime. Read more → |
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Citywealth Forum USA 2026 speaker spotlight: Francesca Boschini, Deutsche Bank Wealth Management |
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| | Francesca Boschini contributed a private banking and insurance planning perspective, drawing on more than 25 years’ experience advising international families on cross border wealth structuring. The discussion focused largely on Mexico and Brazil, the region’s largest economies, where tax reform, transparency, and cross border structuring are reshaping how families manage wealth. Read more → |
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Citywealth Leaders List, 60 seconds interview: Natalie Butt, Crowe UK |
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| | No two days are the same. I may be helping my team with a technical issue around inheritance tax, supporting clients through the succession of a family business, or dealing with a cross-border probate following the death of a loved one. I am currently supporting a family with end of life planning to ensure that the father’s legacy continues, with careful consideration being given to setting up a charitable trust on his death. Read more → |
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Citywealth Leaders List, 60 seconds interview: Matthew Duncan, Druces |
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| | I’m Partner and Head of Private Wealth at Druces, where I lead a team advising UK and international high-net-worth individuals, trustees, family businesses and entrepreneurs on complex tax, succession, trust and estate matters. A meaningful part of my practice is cross-border — I’m registered as a will draftsman with the DIFC Wills and Probate Registry in Dubai, where I was the first non-Dubai-based solicitor to be granted that authorisation. Read more → |
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Citywealth Leaders List, 60 seconds interview: Hélène Weidmann, KPMG Law Switzerland |
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| | I lead KPMG Law in Switzerland and head our Swiss KPMG Law Corporate and M&A practice. We advise clients on a broad spectrum of Swiss corporate matters including M&A, sales of companies or assets, shareholder agreements, reorganizations, corporate governance and employment law. Read more → |
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Citywealth Leaders List, 60 seconds interview: Jonathan Gold, W1M |
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| | I work with US connected families in the organisation and management of their global wealth. This includes Americans living in the UK as well as both Brits and Americans living in the US. Our client relationships incorporate financial planning, investment management and global reporting so there are lots of client contact points. Read more → |
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| A major showcase: Jean Prouvé Masterworks at TEFAF New York
Galerie Patrick Seguin: on the occasion of TEFAF New York (14-19 May 2026). Read more → |
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| Government opens search for fund manager as £500m
The UK Government has opened a competition to appoint a delivery partner. Read more → |
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| Manuel Mathieu unveils his work at the 61st International Art
61st International Art Exhibition of La Biennale di Venezia. 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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| Gary Ashford, International Tax Partner, Harbottle & Lewis. View his profile here. |
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| Serena Doshi, Partner and Wealth Manager, LGT Wealth Management. View her profile here.
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| Tim Barnden, Partner, Bates Wells View his profile here. |
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| Citywealth Membership spotlight |
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| Established in Guernsey in 1998, Beauvoir is independent & owner-managed. Provider of Trust, Corporate, Fund, and Family Office services to clients and families. |
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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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