News

HSBC has announced three senior appointments in the Wealth and Personal Banking investment unit.

As 2021 brings us back to work with the first struggle to remember our passwords, the Citywealth team’s sights are set on the upcoming IFC Awards 2021 which we’ll be hosting virtually on the 23rd February. What better time to get an update from across the private wealth industry.

Join exhibition curator, Letizia Treves, on a 30-minute tour of the five-star exhibition, 'Artemisia' at the National Gallery for just £8.

Hawksford has appointed Brian Balleine as Director, Private Client Services. Brian has over 30 years’ experience working across Europe, the Caribbean and Asia.

A pleasant and inspiring chat with Aurélie brought some food for thought on the importance of recognition and its connection to success.

Saffery Champness Registered Fiduciaries has hired Matthew Gilligan as an Associate Director in the firm’s Guernsey office

Fairway Group has hired Aslam Shareef from EFG Fund Services to lead the funds department.

Crestbridge has appointed Daniel Channing as a Director in its Family Office Services team as the firm continues to experience growth following a period of new client acquisition.

Citywealth spoke to Gavin Wilkins, Global Head of Client and Intermediary Relationships at Hawksford about thinking on your feet and admiration for the main man of this time of year – Father Christmas.

Alpine travel specialist Leo Trippi has partnered with Vertis Aviation to transport you to the slopes this season in style, and safety.

For 2020, the Magic Circle Awards went virtual. All the networking, Citywealth glamour, and winners announcements delivered direct to guests’ homes.

General manager Niall Thompson took Citywealth behind the scenes to discover what makes the hotel unique.

Bringing sustainable, local production of leafy greens to urban communities, Crate to Plate is a London-based urban farming business – harnessing state-of-the-art hydroponic technology and eco-friendly innovation – to grow the freshest possible produce, delivered straight to your door.

The year 2020 has been a rollercoaster for all nations, but for Cayman in particular it has been a year of two halves.

In a new body of research commissioned by Dart Real Estate, the Cayman Islands is identified as a leading jurisdiction for establishing an international family office.

Virtual Tours & Gallery Windows Launch Online 25 November 2020 plus New Shopping Services for Trade and Private Buyers

Scottish artists George Finlay Ramsay and Rudi Zygadlo’s epic poem Raven’s Reprise is launching at Generator Projects in Dundee on 23rd November.

For the ultimate in indulgent gifting, caviar takes some beating. And with a stunning collection recently launched by one of the world’s most celebrated visionaries and entrepreneurs, Hadid Caviar has got it wrapped this Christmas.

Channels Islands establish a new Association to represent Investment Management firms enabling its members to collaborate whilst continuing to uphold the highest standards of professional development and integrity

Planning ahead for the end of lockdown 2.0? Eclectic country house hotel, Homewood Bath (homewoodbath.co.uk), has launched Mallingford Mews, a beautifully designed ‘home from home’ offering 10 new rooms in the private gardens of the estate, a stone’s throw from the main house.

Citywealth’s April French Furnell spoke to the sisters to find out what it takes to launch a new sustainable product, working successfully as a family and what’s next on the horizon.

Integritas Wealth Partners have appointed Zena Whiteley as Client Relationship Director as part of their ongoing growth plans

Book your ski holiday with confidence with Leo Trippi’s "Flexible Cancellation" collection of luxury chalets.

Levenfeld Pearlstein is pleased to announce that its Trusts & Estates Group is growing with the addition of two new strategic hires.

Jersey’s independent offshore litigation and dispute resolution firm, Baker & Partners has established a presence in the Cayman Islands

Now 7 years old, the award-winning Oblix at The Shard is delighted to announce that it has reopened, following its closure during the Coronavirus pandemic.

But what does it mean to collaborate with Citywealth in the long run? Our dear Joshua Rubenstein, New York-based attorney, who has been with us for 15 years as a lead sponsor, agreed to share some of his thought regarding our long, fruitful collaboration

Looking to pick up a multi-million-pound bargain in London? Well 2020 could be the year you land on your feet.

World leading custom superyacht builder, Feadship, is once again raising the bar in superyacht innovation as it unveils designs for its latest project, Escape

In celebration of the new V&A exhibition Bags: Inside Out, the V&A and British luxury lifestyle brand Mulberry have collaborated on a capsule collection

Wren Investment Office, the multi-family office in London, has announced that Adam Wethered is joining the company and, subject to FCA approval, will become Executive Chairman

Are crowded galleries and glitzy opening nights, a thing of the past for the art world? Like many aspects of life, purchasing and experiencing art, has also been affected by the coronavirus pandemic, yet as Citywealth’s April French Furnell explores, innovation is the answer.

Jersey’s leading independent offshore litigation and dispute resolution firm, Baker & Partners, has recruited Barry Faudemer, former Director of Enforcement of the Jersey Financial Services Commission

Citywealth spoke to Jan Meyer, European Head of the Portfolio Advisory Group at TwinFocus about staying on top of markets, onboarding new clients and maintaining close and regular contact with clients.

In his role of Head of Private Bank Europe, Monaco and Switzerland, Gérald will retain his existing responsibilities as CEO of Barclays Bank (Suisse) and work closely with senior leadership across Europe on extending Barclays Private Bank’s reach and capabilities in the region.

Rüya, the Anatolian restaurant, bar and lounge in the heart of London’s Mayfair, will reopen their doors on Thursday 17th September

Designed for a new era of travel, the SLOW collection is designed with a new eco conscious and post COVID-19 era of travel in mind.

Guillaume Glipa, a name synonymous with some of London’s most celebrated restaurants (Umu, Zuma, Coya, Chiltern Firehouse) proudly reveals the details of his own debut, Louie

The first and only Aston Martin branded residential tower in the world is being built in Miami. Ready late 2021

Despite the increasing number of children born via surrogate, this path to parenthood is far from simple.

Barclays has appointed Jean-Christophe Gerard as CEO, Barclays Private Bank with immediate effect, subject to regulatory approval.

Global Bartending is the world’s first talent agency dedicated to the most influential bartenders.

Chris Horler, managing director of Sandaire Real Estate shares his day-to-day with Citywealth readers.

If you’re missing personal facetime with health experts, the new Ananda Wellness Bliss programme brings many benefits of visiting the award-winning spa directly to you.

Come November, President Trump will go head-to-head with the Democrats seeking re-election for a second four-year term while quite likely still doing battle with the fallout from coronavirus.

Barclays Private Bank has strengthened its senior leadership team with the appointments of Effie Datson as Global Head of Family Office and Melanie Aimer as Global Head of Client Experience.

Top tips for stress free travel in summer 2020

A dip into the working life of Nicola Gott, Managing Director at the Oak Group.

Citywealth is catching up in a fireside chat each Tuesday and Friday at 11am to get updates on topical issues within wealth management and private client

Marcus Wide acted as the Joint Liquidator of Stanford International Bank (SIB), based in Antigua, which represented the second largest Ponzi scheme in history (after the Madoff frauds) worth US$8 billion and affected over 20,000 depositors.

Joel Stevens, a Senior Managing Director, will be responsible for overseeing Bernstein’s Tampa-based private client operations and growth of the business in the region, which includes Tampa-St. Petersburg-Sarasota, Orlando, Jacksonville, and Naples.

Citywealth conducted a research programme over several months to create a Top trust litigator list fit for purpose. One of the key questions asked was: who has impressed you most during current or past litigations? Their answers have revealed a list of peer recommended litigators who have negotiated

Organisational sustainability: the internal mechanism - ethics, morals, processes and ESG products within the private client and wealth management industry

Citywealth spoke to Julie Zingiloglu, Senior Director and Head of Geneva at JTC about preparing the next generation for managing the family’s wealth and developing a mutual plan for the future.

The Covid19 pandemic means financial uncertainty and new challenges in managing family life. Below are some of the questions Suzanne Kingston, Consultant at law firm, Mills & Reeve is being asked about the impact of Covid19 on divorce, finances and child arrangements.

TwinFocus, a boutique multi-family office has announced that it has appointed Jan Meyer as Director of Portfolio Advisory in its London office.

As part of our 60 second interview series, Citywealth spoke to James Freeman, family law partner at Charles Russell Speechlys about helping clients through relationship breakdown and uncertainty in the law creating recurring issues.

What a difference a few weeks can make. When we researched this article in late February, the wealth advisers in Italy, said they had never been so busy.

Sanlam Wealth announces the opening of a new office in the heart of Royal Tunbridge Wells, Kent, to better serve its growing client base and strengthen its professional services network.

ZEDRA has announced the appointment of Steven Bowen as Managing Director of its Jersey office.

So if a horse or horse course ownership is in your sights, perhaps testing the water in a syndicate or fractional ownership programme could give you a head start.

As part of our 60 second interview series, Citywealth spoke to Joanna Bodell, managing director of the Isle of Man office of the Zedra Group following her team’s win at the IFC Awards 2020 in the Trust Company of the Year – Isle of Man category.

If government wants to act in a way that is truly “pro business”, it might start by helping challenger firms disrupt the status quo in financial services

Friday the 13th – the Sequel

From hand-decorated chocolates to elegant Italian egg cups, Corporate Service at Harrods has unveiled a beautiful range of decadent gifts to suit any brief or budget this Easter.

As part of our 60 second interview series, Citywealth spoke to Helena Robertsson, leader of the Global Family Enterprise platform at EY about onboarding the first ‘digital generation’, and talent concerns within family enterprises.

Daffodil Mulligan sees Corrigan, an old hand in the kitchen, cooking with the energy of a twentysomething.

In our 60 second interview series, Citywealth spoke to David Dorgan, a partner in Appleby’s private client and trusts team, based in Jersey, about passing the Jersey bar, inspiring his team to perform, and taking advantage of Jersey’s coastline at the end of a long day.

Citywealth spoke to Ben Covey, head of private banking at Santander UK about growing Santander’s UK private banking footprint and supporting clients through significant wealth creation events.

For a restaurant that is as foodie as it is sceney, IT London knocks it out of the park.

MasterPeace encourages creativity through ‘mindful painting’ and uses the transformative powers of creativity to revitalize and boost mental wellness.

Concierge services are not a new idea. They’ve been offered in various forms by most private client, focused businesses at some point or another. Yet today they are enjoying a renaissance.

Ocorian and Estera have announced today that their businesses have been combined to create a global leader in corporate and fiduciary services, fund administration and capital markets.

When you travel to New York you face that all-important decision of location. Which neighbourhood to choose? Read Citywealth's guide to New York for our tips and recommendations to get the most out of your visit.

Forsters has announced that Emily Exton will become the firm's new Managing Partner on 1 February. Emily succeeds Paul Roberts, who has managed Forsters since 1998.

Waverton Investment Management announces the appointment of Nick Tucker, formerly Managing Director and Head of UBS Domestic Wealth Management business in the UK, as Chief Executive Officer, subject to regulatory approval.

Citywealth spoke to Jacob Smed, managing director of Intertrust Jersey, about accomplishing tangible results, and being home in time to prepare a family meal.

A Contemporary Interpretation of the Classic London Mews House

Whether you are romantic, naughty or nice Molitor’s specially curated packages put a cheeky twist on Valentine's Day

The clinic says High Intensity Focused Ultrasound (HIFU) heats targeted areas, creating a coagulating effect to the deeper layers of the skin. Acoustic energy is applied to the area you’d like to improve, this reaches the subcutaneous or innermost layer of the skin.

Watch this space: tech funds are bound to continue writing success stories in the world of transformative businesses.

Bringing a taste of Portugal to the City, Bar Douro opens in Broadgate this January

What does 2020 have in store for the wealth management industry?

Corsair completes majority investment in ZEDRA Group

The 12-month red membership box gives unlimited access to a premium concierge service with a full-time dedicated lifestyle manager on call to enhance people’s everyday life

Jo​ë​l Robuchon International has just ​launched two exciting new sites, ​Le Comptoir Robuchon and ​Le Deli Robuchon

Citywealth spoke to Nic Arnold ACA, CTA about her career in the private client tax space and how she helps her clients cut through complexity, make decisions and protect their wealth for generations to come.

In celebration of Burns Night on Saturday 25th January, East London cocktail bar, The Sun Tavern is honouring everything great about Scotland with a special collaboration alongside Craigellachie Whisky

London & Capital has announced the appointment of Guy McGlashan as their new Chief Executive following the death in October of Co-Founder and Managing Director, Daniel Freedman.

Sit back and relax whilst iChauffeur take you on a ten-day tour of the very best of the UK.

Citywealth spoke to Ariane Slinger, CEO of ACE International SA to discuss special assignments, hand-holding clients and her love for vinyl records.

The newly opened subsidiary, Mirabaud (Abu Dhabi) Ltd, will offer domestic and international wealth man¬agement advisory, business development, succession planning support as well as other investment services.

New Senior Appointments at Knox House Trust

Private equity has turned into a racing Ferrari at Le Mans, winning through industry consolidation, reducing admin costs and introducing automation. Gone are the days when UHNWs would shy away from private equity as an unknown frontier.

In our 60 second interview series, Citywealth speaks to Christopher Yardley, client director at Strabens Hall and Gold winner of the Financial Advisory/ UHNW Services Individual of the Year at the Future Leaders Awards 2019.

Litigation has seen a sharp rise since the credit crunch with beneficiaries questioning their trustees and investment consultants providing context to UHNW clients on investment returns.

Edwin Coe has announced that Matthew Barnett has joined as a Partner in the Private Client team

Sancus BMS Group, the niche asset backed alternative lender, has announced that Bob Rowbotham has joined their team in London as Director of Business Development.

Mac & Wild have teamed up with Highland Park Whisky to bring the wildest private dining experience to London this festive season, with the launch of their Land Rover Private Dining Gun Bus

As recent changes to French employment law bring to the fore the challenges of crew employment aboard superyachts, Citywealth’s April French Furnell investigates how owners and managers are adapting to the new regulations.

Deutsche Bank Wealth Management has appointed Gregor Hirt as Global Head of Wealth Discretionary and Marwa Alani as Head of the London Middle East desk.

Citywealth spoke to Alison Parry, Head of Private Wealth in Guernsey and Marie McNeela, Managing Director of Intertrust Guernsey to discuss evolving as a business, looking for growth in unexpected areas, and the importance of its people.

The launch last year of the Guernsey Green Fund, the world’s first regulated green investment fund product, has put Guernsey on the map as a hub for investors focused not only on financial returns but also on environmental sustainability.

Read on for our top recommendations of where to stay, where to dine and where to host clients on the island.

Germany’s wealthy stay loyal to the local economy and invest their assets close to home

Investors and investment managers who are moving to sustainable finance and wanting to take time doing so, it remains to be seen if Gen Z and the Greta effect will let them do so. If ‘extinction’ rather than sustainability is on the United Nations and social media agenda, it remains to be seen if th

Tripping the light fantastic at 5 star Chatwal New York

On Wednesday 16 October 2019, Citywealth's Powerwomen Club will be hosting a lunchtime panel discussion on the difference between being a mentor and a sponsor.

Bespoke wildlife travel outfitter Natural World Safaris has announced the launch of new Aperture safaris for 2020, specialist departures for both experienced and budding photographers.

If you are in the midst of planning your next holiday, take a moment to stop. What impact could your vacation have on the planet?

Great news for Bermuda as blacklisting worries disappear

Fieldfisher is pleased to announce the appointment of Peter Golden as the new Head of its Private Client practice as well as the appointment of Alistair Robertson as partner, both from Linklaters.

The end of summer is in sight, and an activity filled trip to 12th Century castle retreat Castello di Vicarello is an idyllic way to see it off.

Kleinwort Hambros has announced the launch of its Career Returners Programme, an initiative aimed at recruiting experienced private banking and investment management professionals who have taken career breaks of two years or more.

JTC has welcomed three new directors in its private wealth division as part of a 36-strong raft of mid-year promotions across its global network.

In our 60 second interview series, Citywealth speaks to Naomi Rive, group director and head of family office at Highvern Trustees about completing the management-buy-out of Highvern from Coutts in 2016, and demonstrating substance over form to her team.

In a constant endeavour to achieve new horological heights all the while staying true to its jewellery know-how, Backes & Strauss’ Berkeley Renaissance Duke Tourbillon timepieces house the brand’s very first double peripheral tourbillon mechanism.

Launching exclusively in Harrods in September 2019, The Merchant of Venice are expanding their Murano Exclusive Collection Line to include their all-new scent Imperial Emerald created by perfumer Jordi Fernandez.

In our 60 second interview series, Citywealth speaks to Richard Fagan, Director at VG, an independent provider of fiduciary and administration solutions based in Jersey, about being flexible to the ways in which clients want to work and allowing employees to make mistakes.

Gezellig is a serious restaurant with serious wines and serious chefs cooking serious food. The great thing is that they‘ve found a way to counterbalance all of this seriousness with an inviting room and relaxed ethos.

In our 60 second interview series, Citywealth speaks to James Bunker, Director and Head of Property at Vardags about the challenges of advising foreign clients who are unfamiliar with UK property laws, and why the traditional model of buying and selling properties is ripe for transformation.

Ocorian and Estera to merge forming a global trust and fund administration leader

Sette is the first European project from Scarpetta, one of the hottest tickets in town and probably the best Italian in Manhattan‘s trendy NoMad district.

Critically acclaimed, authentic Mexican restaurant, Santo Remedio will launch an interactive dining experience ‘Mesa Santa’ this year.

Citywealth speaks to Analjit Singh about his love affair with South Africa and plans for expansion

The ability to track your entire assets in one place, with two clicks

Transformational retreats of Lu Jong (Tibetan Healing Yoga) are being offered in Mozambique and Seville with two exclusive trips confirmed for 2019 by Bibi Schofield, founder of Malabar Retreats and Dominique Caubel, one of Europe’s leading teachers of Lu Jong.

Kate Maurice, a manager at Dixon Wilson, took home the Tomorrow Club Award at the 2019 Magic Circle Awards. In this interview, Kate provides an insight into her daily life and shares some of her recent accomplishments.

Niquesa Travel is a luxury travel company creating experiential holidays, journeys and expeditions for couples, families and small private groups.

Situated on Eastcastle Street, Arros QD is named for its signature ingredient - arros is Spanish for rice - and its chef‘s initials.

Best known for its private banks for wealthy, international clients, at the end of last year Liechtenstein decided to also become a crypto hub.

In our 60 second interview series, Citywealth speaks to Lisa Vanderheide, Tax Director at Stewarts about establishing a new tax investigation arm for the litigation-focused law firm.

Carrying out due diligence for new clients can be time-consuming and laborious, but automating the process through regtech could be a game-changer, believes Dolfin COO Amir Nabi.

Andrew Sams joins multifamily office from Deloitte UK

In our 60 second interview series, Citywealth speaks to Daniel Freedman, managing director at London & Capital about helping clients through difficult periods, and his passion for fruit which in an alternative world might have seen him become a greengrocer.

Boltenko Trust is a boutique trust company for wealthy Russian clients.

26 Days, 15 Golf Courses, 7 Countries, 4 Continents, 1 Private Jet

The lobbying; legalization and consequent institutional value of the medicinal, not recreational, cannabis industry continues to rise and is poised for more growth as a wave of legalization and public pressure for reform, drives change in North America and Europe.

With retirement age increasing, work-life balance being threatened by the inability to switch off from emails, and health becoming more of a priority among millennials; the number of sabbaticals being taken by professionals is expected to increase in the coming years.

Chinese common reporting standard arrives: Chinese govt receive bank account information on residents from 75 countries

If you’re planning a business trip out East and visiting Hong Kong and China, then look no further for recommendations of where to stay, where to dine and where to host your clients...

Emilia Strazzanti collaborates with Campari, McQueens Florist and TT Liquor for Negroni supper club experience

Like a good book, Graeflicher Park, a health and balance resort, near Dortmund in Germany, offers an interesting review of your life and health. With pulse and tongue diagnosis, there is no hiding from the eyes of the ayurvedic physician or as they say in Sanskrit, ‘Vaidya’.

In our 60 second interview series, Citywealth speaks to Alison Parry, Head of Private Wealth at Intertrust Guernsey on the challenges of working with families to achieve their goals and wishes, locating missing family members and mentoring young adults.

The long-awaited Bob Bob Cité, sister restaurant to Bob Bob Ricard, has arrived. Located within The Leadenhall Building, fondly known as the Cheesegrater, the restaurant is accessed via a separate lift to level 3. But be warned, a dress code applies. “Strictly elegant”, describes the website.

Citywealth’s April French Furnell speaks to Alice Asquith, the founder and creative director behind the ethical activewear brand Asquith. Alice shares the importance of ‘trusting your gut instinct’, women supporting each other and her next challenge: launching in the US.

The announcement in February by Singapore’s Finance Minister of a plan to extend tax exemptions for family offices, which were due to expire this year, has driven further demand from the wealthy in the region to establish more formal structures around their assets.

Dolfin, the agile and independent wealth management platform, has completed its acquisition of the business of London-based Falcon Private Wealth Ltd.

Five years in the making, Bob Bob Cité which will finally open to the public on Friday 10th May - is its owner Leonid Shutov’s labour of love.