In today’s issue: Monaco 2026: British wealth, private client reform and the Monaco Yacht Show. Citywealth Leaders List: Top 30 Monaco Advisors and Managers 2026. Citywealth Forum 2026 Speaker spotlight: Magali Jacquet Lagrèze, Member of AMAF (Monaco Association for Financial Activities). Citywealth Leaders List, 60 seconds interview: Nina Heindel Baumbach, RSM US; David R. Fullmer, WR Immigration, California and Peter Brigham, Rosemont Monaco SAM. Citywealth Quick Insight Series on Tax Trends: Aliona Le Khak, Blick Rothenberg. David James Wealth Marks 10 Years of Growth. Fivelements unveils its next chapter as a global wellbeing brand. A Charity Week highlights what legacy means to clients beyond wealth. Tenth anniversary of Art of wishes appoints Gia De Picciotto as Chair. Celebrating excellence in private wealth. Citywealth Leaders List and Membership Spotlight. |
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Monaco 2026: British wealth, private client reform and the Monaco Yacht Show |
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The Monaco Yacht Show returns this month with 120 superyachts expected in Port Hercule. Beyond the harbour, Monaco’s British population is growing faster than its population overall, while changes to property ownership, succession and wealth planning are reshaping the private client landscape.
The annual Monaco Yacht Show returns from 23 to 26 September for its 35th edition, with fleets including yachts from Lürssen, Damen Yachting, Sanlorenzo, Benetti and Ferretti Group brands, alongside vessels presented by leading brokers for sale or charter. Of the 120 yachts due at the show, 43 are new yachts launched this year and being shown to visitors, giving prospective buyers a chance to see some of the latest work from the world’s leading shipyards. Read more → |
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Citywealth Leaders List:Top 30 Monaco Advisors and Managers 2026 |
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| | Monaco has long been associated with private wealth, but today’s appeal extends far beyond tax and geography. Speaking at the Citywealth Forum, Magali Jacquet‑Lagrèze, Member of AMAF (Monaco Association for Financial Activities), described a jurisdiction that combines political stability, internationalism and long-term thinking, attracting globally mobile entrepreneurs and families seeking a secure base for future generations. Read more → |
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Citywealth Forum 2026 Speaker spotlight: Magali Jacquet Lagrèze, Member of AMAF (Monaco Association for Financial Activities) |
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| | At the Citywealth Forum, Magali Jacquet‑Lagrèze focused on Monaco’s positioning as a stable, high-quality financial centre, highlighting its long-standing regulatory strength, international appeal and increasing emphasis on sustainability and family office services. Read more → |
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Citywealth Leaders List, 60 seconds interview:Nina Heindel Baumbach, RSM US |
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| | This week’s 60 seconds Citywealth Leaders List interview is dedicated to Nina Heindel Baumbach, Senior Manager, International Tax at RSM US. She is RSM US LLP’s Northeast Transfer Pricing Market Leader and a trusted advisor to multinational groups, private equity firms, and businesses on international tax, transfer pricing, restructuring, and M&A. Read more → |
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Citywealth Leaders List, 60 seconds interview:David R. Fullmer, WR Immigration, California |
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| | This week’s 60 seconds Citywealth Leaders List interview is dedicated to David R. Fullmer, Partner at WR Immigration. He helps U.S. and international companies navigate employment-based immigration, global talent strategies, compliance, and I-9 audits. David also advise investors and entrepreneurs on business immigration pathways, including EB-5, E-2, and L-1. Read more → |
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Citywealth Leaders List, 60 seconds interview:Peter Brigham, Rosemont Monaco SAM |
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| | I am managing director of the Rosemont Monaco operations, with a supervisory role over the Rosemont offices located in Malta, Mauritius, Singapore, Hong Kong, Vietnam, and Thailand. I am a UK Chartered Accountant by training, with hands on experience with Trust business, dealing with tax and estate planning issues for an international client base. Read more → |
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Citywealth Quick Insight Series on Tax Trends:Aliona Le Khak, Blick Rothenberg |
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| | The global tax environment has become significantly more transparent, residence-focused and politically sensitive. The era of relying on secrecy, low-disclosure structures or purely tax-driven planning is effectively over. Wealthy families are increasingly being assessed based on where they genuinely live, work, manage businesses and spend time, rather than where assets are legally held. Read more → |
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David James Wealth Marks 10 Years of Growth |
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| | Financial advice firm for elite performers celebrates a decade of double-digit growth, industry recognition and international expansion as it turns its focus to the next ten years. David James Wealth (“DJW”), the financial advice group built exclusively for elite performers in sport, music and business, this year marks ten years since its founding in 2016. Read more → |
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| Fivelements unveils its next chapter as a global wellbeing brand
The brand will debut its first new property in Koh Samui in 2027. Read more → |
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| A Charity Week highlights what legacy means to clients beyond wealth
Remember A Charity Week (7–13 September) launched with the results. Read more → |
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| Tenth anniversary of Art of wishes appoints Gia De Picciotto as Chair
Founding Committee member confirmed as Chair as Art of Wishes. Read more → |
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Celebrating excellence in private wealth |
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| | The Citywealth Leaders List has been in operation from recommended names since 2005 and provides a rarified selection of professionals actively involved in managing money or advisory work. The recommended logo is available to those accepted to the list. 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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| Shahrzad Atai, Partner, Seddons GSC. View her profile here. |
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| Dr. Predrag Sunaric, Partner, Bär & Karrer. View his profile here.
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| Amanda Nelson, Partner, Lawrence Stephens. View her profile here. |
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| Citywealth Membership spotlight |
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| Founded in 1998, Bonnard Lawson International Law Firm composed of 50+ attorneys with offices in Geneva, Lausanne, Rolle, Dubaï and Paris. |
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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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