News, Comment & Analysis results for Citi Private Bank

People Moves
15 May 2025

Citi Private Bank Gets New UK, Jersey Head

The newly-appointed figure has worked at the US bank for 20 years. ...

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...

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...

Family Office
23 September 2024

Focus On Wealth Transfer, Family Harmony No Surprise Today – Citi Private Bank

Last week this news service interviewed the private bank about its global survey of family offices'...

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...

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...

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,...

People Moves
22 March 2024

Citi Private Bank Boosts Global Family Office

The US banking group has expanded its global family offices group. ...

Wealth Strategies
27 November 2023

Family Offices Remain Keen On Cash Although Cut Allocations – Citi Private Bank Global Study

The bank said that family offices' cash holdings are, on average, above all of its own positions...

Comment & Analysis results for Citi Private Bank

Family Office
28 September 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...