The Citywealth Global Guardians 100

Citywealth is pleased to announce the publication of The Citywealth Global Guardians 100 list 2025. The list recognises a group of professionals who have demonstrated consistent excellence in private client work across law, tax, accountancy and investment management. Each individual named has made a distinctive contribution to their field and is widely regarded for their technical skill, integrity and service to clients.

A Citywealth ranking of the world’s most trusted stewards of private wealth and philanthropy.

A Global Guardian is an individual who plays a critical role in:

  • Safeguarding private wealth,
  • Ensuring governance and compliance,
  • Preserving family legacies,
  • and enabling philanthropy through trusts, foundations, donor advised funds or family offices.

The list recognises:

  • Trust,
  • Stewardship,
  • Stability,
  • Responsible wealth,
  • And cross border expertise.

Please note: Any marketing or promotion of this content is not permitted without a marketing licence, as per our Terms & Conditions. This includes advertisement of inclusion in this list. To purchase a marketing licence, please get in touch with Karen Jones.

Aaron Mullins
Director
NSM
Private: Alessandro Belluzzo
Managing Partner
Private: Belluzzo International Partners
Alicea Castellanos
CEO & Founder
Global Taxes LLC
Private: Alison Ozanne
Executive Director
Barrule Partners Group
Andrew Dixon
Partner
Moore Dixon
Andrew McCallum
Senior Partner
Rawlinson & Hunter
Private: Annamaria Koerling
Partner
Delfin Private Office
Ariane Slinger
CEO
Ace International SA
Dr Ariel Sergio Davidoff
Partner
Davidoff Law
Ashiya Davis
Senior Trust Manager
Beauvoir
Bonnie Lynn Chmil
Partner
Katten Muchin Rosenman
Private: Carlos de Serpa Pimentel
Partner and Global Head of the Private Client and Trusts department
Appleby
Claire Machin
Group Director Head of Trust and Private Wealth
Suntera Global
Private: Clare Usher-Wilson
Head of Family Office Services
Summit Trust International SA
Clive Dixon
Partner
Moore Dixon
Private: Cora Binchy
Partner - Family Office
Stonehage Fleming
Daniel Channing
Group Head of Private Client Services
Whitmill
Danielle Cotter
Executive Director and Team Leader
J.P. Morgan Trust Company (Jersey) Limited
Darrell King
Managing Director
Crestbridge Family Office Services
David Gilmour
Managing Director
Imperium Trust Company
David Gough
Director
Dixon Wilson
Dean Berry
Chair Private Client Group
Cadwalader
Debbie Lumsden
Director, Private Wealth
VG
Private: Donna Shorto
Client Services Director
Trident Trust
Edward Lavelle
Head of Trust and Fiduciary Services
CISA Trust
Ellen Kratzer
Managing Director
Fiduciary Trust International
Emma Furzer
Senior Trust Manager
Highvern
Private: Francesca Boschini
Director and Head of Wealth Planning International for the Americas
Deutsche Bank AG
Gail McCourt
Head of Private Client Fiduciary Services
RBC Wealth Management
Gary Heynes
Partner, Head of Family Office
RSM
Gintare Nedelec
Trust Officer
Guardian Trust
Gordon Spinks
Senior Partner
Dixon Wilson
Gordon Stuart
Managing Director
Accuro
Greg Limb
Partner, UK and Global Head of Family Office and Private Client
KPMG
Gregory Wheatley
Partner
Buzzacott
Private: Hakim Berhoune
Managing Director
Praxis
Hannah Roynon-Jones
Director
Alex Picot Trust
Private: Heather Tibbo
Chief Executive Officer
Crestbridge
Iain Johns
Group Head of Private Client Services
JTC Group
Ineke Koele
Founder, Attorney at law
Koele Tax & Legal Perspecta
Ingrid Pierce
Global Managing Partner
Walkers
Jade Fellowes
Client Services Director & Head of Intermediaries
Suntera Global
James Hoare
Partner
Delfin Private Office
James Penny
Managing Director, Head Of UK International Private Bank
Barclays Private Bank
Private: James Quarmby
Partner
Stephenson Harwood
James Sellon
Co-Founder, Managing Partner, Senior Wealth Manager
MASECO Private Wealth
Jane Pearce
Group Head of Trust
Butterfield Group
Joel Chinn
Senior Director
JTC Group
Jonathan Bailey
Client Director
Rawlinson & Hunter
Jonathan Giles
Managing Director
Rathbones
Josh Matthews
Co-founder and Managing Partner
MASECO Private Wealth
Joshua Kendal
Director Active Wealth
ZEDRA
Joshua S. Rubenstein
Partner and National Chair, Private Wealth Department
Katten Muchin Rosenman
Julian Washington
Head of Tax, Heritage & Museums
Sotheby's
Kathryn von Matthiessen
Partner
Katten Muchin Rosenman
Katrina Robinson
CEO Founder
Cone Marshall Group
Kecia Barkawi
Founder and Managing Partner, VALUEworks AG, Zurich, Switzerland
VALUEworks AG
Linda Hirschson
Shareholder
Greenberg Traurig
Lisa Vizia
Director, Guernsey/Cayman
Saffery Trust
Lizzie Murray
Partner
Saffery
Marina Cristiani
Senior Director - Head of Client Solutions
JTC Group
Marina Mauger
Director
HFL
Marina Zevedeou
Chief Executive Officer
The Aspen Trust Group
Maxine Bodden Robinson
Founder
IMG Trust
Michael Betley
Client Director
Ocorian
Michael Lewis
Partner
EY
Nancy Gabel
Partner, Financial Advisor
Evercore Wealth Management
Private: Naomi Rive
Owner Manager / Group Director
Highvern
Private: Natasa Williams
Co-founder & Chief Executive Officer
Cadro
Nick Pheasey
Partner UK Head of Family Office and Private Client
KPMG
Nikita Gibson
Managing Director
Geneva International Insurance
Nina Johnston
Managing Director
Equiom
Private: Patricia M. Angus
Founder & CEO
Angus Advisory Group
Paul Douglas
Managing Director
Accuro Fiduciary
Private: Paul Hunter
Member, Board of Managers
Crestbridge
Private: Paul Tomlinson
Head of Family Office
Altum Group
Peter Fairchild
Partner & National Head of Private Client Tax Team
Crowe
Peter Goddard
Head of Private Client Services
IMG Trust
Rakesh Dabasia
Partner
Buzzacott
Randall Krebs
Director Private Client
Harbour International Trust Company
Private: Rhona Humphreys
Director
Imperium Trust
Private: Richard Joynt
Head of Family Office Services
Highvern
Robert Macro
Partner Private Wealth
Druces
Ronni Davidowitz
Partner
Katten Muchin Rosenman
Samantha Holder-Leak
Director, Family Office
JTC Group
Sarah Bartram-Lora Reina
Head of Clients and Intermediaries
IQ-EQ
Sarajane Kempster
Head of Fiduciary Clients
RBC Wealth Management
Sherri Cohen
Global Head of Fiduciary Client Group
Sothebys
Simon Graham
Group Managing Director
NSM
Private: Stella Mitchell-Voisin
CEO
Summit Trust International SA
Steve Ward
Guernsey Managing Director
Summit Trust International
Private: Steve Sokic
Chairman
Crestbridge
Theo Antoniou
Founding Partner
Spencer West
Tim Adams
Partner
Saffery
Trevor Egan
Partner, Expatriate Tax
Buzzacott
Private: Wendy Inns
Director, Private Client Services
VG
Private: William Easun
Managing Partner
Tempest Legal
William Houseley
Director
Rawlinson & Hunter (Switzerland) AG
Xavier Isaac
CEO
Accuro Fiduciary
Private: Zena Couppey
Chief Executive Officer
Altum Group