Top 30 Global UHNW Wealth Planners 2026
Citywealth is pleased to announce the publication of the Top 30 Global UHNW Wealth Planners 2026. 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.
In the ultra high net worth arena, titles can blur. Private bankers, investment managers, lawyers and tax advisers all play important roles, yet the true wealth planner occupies a distinct position. A UHNW financial planner is a client facing, regulated adviser responsible for shaping and overseeing a family’s long term financial strategy. They bring together pensions, trusts, tax efficiency and succession planning into a single, coherent plan that can endure across generations and jurisdictions. Their responsibility is not a product or a transaction, but the clarity and continuity of the overall strategy.
This year’s Top 30 Global UHNW Wealth Planners highlights those working at the highest level of that discipline. In the United States, Carly Doshi leads family advisory and trust strategy at Flagstar Private Bank. In Switzerland and the UK, Sophie Dworetzsky at Lombard Odier and Jamie Banks at Julius Baer reflect the precision of cross border planning within private banking. At LGT, Simon Allister and Ola Adeosun combine technical structuring with family governance for internationally mobile clients. In the UK market, Emma Sterland at Evelyn Partners demonstrates planning leadership at scale, while Angie Han at Pictet shows the reach and complexity of UHNW advice across Asia. Together, they represent a profession defined by judgement, discretion and long term responsibility.
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