News, Comment & Analysis results for Citi Private Bank

People Moves
29 January 2025

Change At Top Of Citi Private Bank; Other Moves Made

There have been a number of changes across the private banking and wealth side of the US bank. The...

Philanthropy
6 December 2024

Collaboration And Setting Realistic Goals – Wealthy Individuals' Philanthropy

We talk to Citi Private Bank and Barclays Private Bank about how they approach advising wealthy...

Family Office
23 September 2024

Focus On Wealth Transfer, Family Harmony No Surprise Today – Citi Private Bank

Last week this news service interviewed the private bank about its global survey of family offices'...

Family Office
19 September 2024

Family Offices Dig Into Cash Coffers, Increase Equities, Bonds Exposures – Citi Private Bank

The study of views in the family offices sector sheds light on the asset allocation and risk...

White Papers
13 September 2024

Citi Private Bank Puts Asset Location, Global Mobility In Focus

In this white paper, the US bank explores the kind of issues and opportunities that "global...

Investment Strategies
19 August 2024

Family Offices Boosted Equity, Fixed Income Exposures, Unfazed By Rates, Geopolitics – Citi Private Bank

The private banking arm of Citigroup publishes its regular temperature check on what family offices...

Family Office
29 May 2024

Equity Demand On The Rise In Family Offices – Citi

Citi Wealth has just released its family office investment report for the first quarter of 2024,...

People Moves
22 March 2024

Citi Private Bank Boosts Global Family Office

The US banking group has expanded its global family offices group. ...

Wealth Strategies
27 November 2023

Family Offices Remain Keen On Cash Although Cut Allocations – Citi Private Bank Global Study

The bank said that family offices' cash holdings are, on average, above all of its own positions...

Family Office
23 August 2023

Single-Family Offices Dug Into Cash As Risk Appetite Rose – Citi Private Bank Study

Among the details, the study from the US private bank showed that larger SFOs increased exposures...

Comment & Analysis results for Citi Private Bank

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...

Family Office
18 January 2018

Family Offices Face Tricky Pre-Flight Checklist Over Private Jets - Citi Private Bank Study

The private bank takes a look at how family offices should consider their aviation needs, including...

Strategy
13 May 2013

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client”...

Strategy
13 May 2013

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

Joss Mitchell, head of UK business development Citi Private Bank, and Tim Tate, global head of...

Strategy
25 July 2012

Citi Private Bank: Tapping Into The “Wanderlust” Of The Next Generation

Citi has just completed its New York next gen program and is currently holding one in London; next...

Technology
26 July 2011

Diary: Citi Private Bank and the Fancy Mayfair Revamp

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Company Profiles
6 April 2011

Citi's Private Bank Is No "Little Sister" As Expansion Continues

Citi Private Bank in North America has been through heavy changes in the past three tumultuous...

Technology
1 March 2011

UHNW Using Mobile Tech As Key Wealth Building Tools

The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building...

Strategy
23 December 2010

Canadian Wealth Management Biz Saw Flurry Of Activity In 2010

The wealth management industry in Canada saw a flurry of activity in 2010 from domestic and...

People Moves
2 September 2010

North America Executive Moves - August 2010

August was a busy month despite the August lull in terms of job moves in wealth management, with a...