News, Comment & Analysis results for Citi

Tax
June 25, 2025

Near And Far: Considerations In Moving Assets Abroad

For US citizens, moving assets abroad is fraught with complexity and difficulties; this article

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and

Investment Strategies
June 23, 2025

Investment Managers Calm After US Middle East Action

After the US formally entered the Israel-Iran conflict over the weekend, wealth managers discuss

People Moves
June 18, 2025

Senior Trio Join Bank Of America Private Bank For New York Metro Market

FWR understands that these joiners are not replacements, but additions to the team and part of an

Strategy
June 17, 2025

The Evolution of Data, Doxxing In Post-UnitedHealthcare World

As part of the reports from last week's FWR family office forum on cybersecurity topics in New

Investment Strategies
June 17, 2025

Carmignac Favors Moving Assets Outside US

French asset manager Carmignac shares its insights on the economic outlook for the second half of

Compliance
June 16, 2025

OPINION OF THE WEEK: UBS's Regulatory Headache, And "High-Risk" IFCs

The editor looks at two stories of recent days – the regulatory tussle between UBS and the Swiss

People Moves
June 16, 2025

Summary Of North American Senior Wealth Management Moves – April 2025

A summary of the moves in the North American wealth sector, covering a number of types of firm,

People Moves
June 13, 2025

UBS Adds To Wealth Advisory Capabilities In New York

The newly-recruited senior advisor, who was previously at Morgan Stanley, is experienced in

Alt Investments
June 13, 2025

iCapital CEO On New Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has

Comment & Analysis results for Citi