People Moves

Citi Hires UHNW Private Banker For North American Asian Clients Group

Eliane Chavagnon, 15 February 2012

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Citi Private Bank has appointed Jane Bachmann as a director and ultra high net worth private banker for its North American Asian clients group.

San Francisco-based Bachmann joins from The Presidio Group, where she was managing director and partner, specializing in providing wealth management strategies to both US and Asian high net worth individuals, family offices and non-profit organizations. 

Bachmann reports to Ida Liu, who heads the Asian clients group, the firm said. 

Previously, Bachmann spent 17 years at Fidelity Investments in Dallas and San Francisco, most recently as vice president within the private client group, where she managed clients' investment portfolios.

Citi offers services to the Asian clients group including real estate strategies, cross-border trust and estate planning, tactical trading and investment ideas, as well as foreign exchange and global reporting, she said.

Earlier this week, Citi appointed Eugene Miller as a director and UHNW private banker, with a background in the multi-family office industry, for its Greenwich, CT office. 

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