People Moves

Citi Private Bank Appoints Director At Family Office Group

Harriet Davies, Editor Americas, 13 July 2012

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Citi Private Bank has appointed Lisa Maurer as director at its Family Office Group.

Maurer joins from the family office sector, having led a family
office for ten years as president, Citi said. There, she was responsible
for all aspects of investment management, treasury and operations for
an ultra high net worth family office and foundation. Before that, she
was an investment analyst at Hascoe Associates in Greenwich, CT, and
earlier still a senior financial analyst with the Boston Consulting
Group.

In her new role, Maurer will partner with regional executives and
private bankers at Citi Private Bank to deliver its services to family
offices. She reports to Stephen Campbell, head of the North America
Family Office Group, and is based in New York City.

“She is an experienced wealth management and family office
professional who has spent the better part of her career assisting
clients with the full range of wealth management issues, including asset
allocation, investment policy design, investment management, portfolio
analysis, cash flow management and family education,” said Campbell.

Campbell joined Citi in his current role in February 2011, moving
over from Zefram, the personal investment company of Amazon founder Jeff
Bezos, where he was chief investment officer.

Citi launched its Family Office Group in 2010 to work more closely
with the sector, and has continued to build it out. At the time of its
launch, the bank promoted Catherine Weir from her previous post as chief
executive of the Europe, Middle East and Africa region to run it.

 

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