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...

M and A
17 September 2024

JTC Continues Acquisition Spree With Proposed Citi Trust Deal

JTC has made a number of trust company and related sector acquisitions, part of an M&A trend in...

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...

M and A
31 July 2024

Saffery Acquires AWFM Sport

The acquisition, which will expand Saffery’s sports and entertainment offering, means that it can...

Financial Results
15 July 2024

Citigroup Reported Income Up In Q2 2024; Private Bank Revenues Rise

The gain in private bank revenues was caused by improved deposit spreads and higher investment fee...

Tax
11 July 2024

Lift Reporting Rule On US Expats' Foreign Pensions – American Citizens Abroad

This story is another example of how the worldwide nature of US taxation means that expats are...

M and A
12 June 2024

HSBC Completes Purchase Of Citigroup's Greater China Retail Wealth Arm

Time will tell whether Citigroup's sale of 14 businesses around the world, from Mexico to Malaysia,...

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,...

Surveys
29 May 2024

Affluent UK Citizens Don't Worry Enough About Being Scammed – Arbuthnot Latham

The findings appear to suggest that among affluent and even HNW individuals, there's a level of...