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Citigroup, Wharton Team Up To Launch Wealth Institute; First Launches In US, China

Tom Burroughes Group Editor 19 October 2015


The bank and the business school are rolling out a new wealth management institute aimed at providing RMs with business and executive training.

Citigroup and The Wharton School of the University of Pennsylvania have formed the Citi Wharton Global Wealth Institute to provide the bank’s global advisor community with business and executive training. The programme will first launch in China and the US.

The new Institute is part of a new, three-year executive education initiative. The programme will reach the Citigold, Citigold Private Client and Banamex global advisory network.

Initially, the initiative will launch in December on the University of Pennsylvania’s campuses in Philadelphia and Beijing, the organisations said in a statement today.

The participants will comprise Citi’s top-performing relationship managers and financial advisors. Beginning in 2016, additional sessions will be taught in Latin America and Europe with further locations to be announced. Over the next three years, Citi expects to enroll as many as 500 RMs and financial advisors worldwide through the institute.

The Citi Wharton Global Wealth Institute’s curriculum will be led by Christopher Geczy, academic director of the Wharton Wealth Management Initiative.

“Citi is refining what advisors will look like in the future and expanding the horizon of their role with customers,” said Geczy. “This programme will impart supportive knowledge and skills in areas ranging from client service to the deep expertise of technical wealth management and on to leadership, ethics and personal effectiveness, all of which are critical for serving clients broadly at a world-class level.”

To see a summary of courses at post-graduate, MBA and other levels in wealth management around the world, click here. 


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