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...

Financial Results
16 January 2025

Wealth Results Sharply Improve At Citigroup

The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a...

People Moves
15 January 2025

Summary Of Executive Moves For Global Wealth Management – November 2024

A roundup of moves in the world's wealth management industry. There were a number of senior changes...

Statistics
6 December 2024

"Golden Visa" Industry Seen Surging To $100 Billion In 2025 – Report

For all the criticisms and restrictions that are sometimes directed at these schemes, the authors...

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...

Tax
29 November 2024

American Expats Face Changed Tax Landscape – Blick Rothenberg

In a transatlantic analysis of the position that expat US citizens find themselves in, the firm...

People Moves
27 November 2024

Citi Wealth Appoints New Chief Investment Officer

There's a new CIO – formerly at BlackRock – at the wealth management arm of the US banking...

People Moves
27 November 2024

Citigroup's "Wealth At Work" Arm Makes Leadership Changes

The US bank has made a number of changes at a unit which is part of Citi Global Wealth. The group...

M and A
12 November 2024

LGT Deepens Australian Wealth Capabilities

The bank has agreed to buy a business as part of the build-out of its LGT Crestone organisation in...

People Moves
31 October 2024

Citigroup Appoints Ex-Goldman's Figure As Head Of Lending

The lending platform at the bank is an "essential part" of its strategy, the head of its wealth...