News, Comment & Analysis results for CITI

Tax
September 13, 2024

As US Elections Loom, Tax Expert Eyes Rising Expat Workload

With tax certain to be an important topic in coming weeks ahead of the US elections, for a certain

White Papers
September 12, 2024

Citi Private Bank Puts Asset Location, Global Mobility Under Spotlight

In this white paper, the US bank explores the kind of issues and opportunities that "global

Practice Strategies
September 4, 2024

Back To School: Summary Of Wealth Management-Related MBAs, Other Courses

Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant

Technology
August 29, 2024

Gateway Financial Partners Joins Forces With Tech-Led Wealth Platform

Gateway advisors gain access to next-generation estate-planning tools and resources.

People Moves
August 28, 2024

Who’s Moving Where In Wealth Management? – RBC WM, Baird, Americana Partners

The latest senior moves, appointments and adjustments in wealth management roles across North

Investment Strategies
August 21, 2024

The Future Of Investment: AI And The Art Of The Possible

The rise of generative AI brings with it new approaches to the ways in which investing and

Investment Strategies
August 16, 2024

Family Offices Hiked Equity, Fixed Income Exposures In Q2 – Citi Private Bank

The private banking arm of Citigroup publishes its regular temperature check on what family offices

People Moves
August 16, 2024

Summit Trail Advisors Expands to Newport Beach

The firm makes senior appointment from high-end Key Client Group.

People Moves
August 15, 2024

Summary Of North America Wealth Management Senior Moves – June 2024

A round-up of moves, appointments and personnel changes in the North American wealth management

Family Office
August 13, 2024

Northern Trust Keeps Leaning Into Family Offices' Global Growth Story

The group at Northern Trust looks after family office clients with an average of $1 billion in net

Comment & Analysis results for CITI

Offshore
April 22, 2021

Trend Of US Citizenship Renunciation To Rise "Dramatically"

The threat of higher US taxes, combined with other factors, could produce a sharp rise in the

Strategy
March 8, 2021

Israel's Accord With The UAE Brims With Private Banking Potential - Citigroup

The "Abraham Accords" between Israel, the UAE, Bahrain and Morocco create important opportunities

Art
December 21, 2020

Online Art Auction Growth Here To Stay - Citi Private Bank Study

The fine art auction market can act as a temperature measure for how high net worth and ultra-HNW

UHNW Institute
December 12, 2018

Interview With Citi Private Bank: Family Offices' Needs, Business Models Serving Them

Editorial advisory board member and wealth industry luminary Steve Prostano talks with Citi Private

Strategy
June 9, 2014

Interview: The Evolution Of Miami Requires More Global Needs - Citi Private Bank's Strategy

From a wealth management perspective, there are a number of reasons why South Florida is “a

Strategy
May 13, 2013

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

Here, top executives at Citi Private Bank explain how the bank’s “Voice of the Client”

Strategy
May 13, 2013

EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback

Joss Mitchell, head of UK business development Citi Private Bank, and Tim Tate, global head of

Strategy
July 25, 2012

Citi Private Bank: Tapping Into The “Wanderlust” Of The Next Generation

Citi has just completed its New York next gen program and is currently holding one in London; next

Surveys
March 14, 2012

Asian Cities Are World’s Strongest Economically - Report

Surveys
September 27, 2011

London Holds Top Spot As Favoured Financial Centre, Asia Cities Catch Up - Survey

The Asia cities have risen sharply in their perceived desirability as financial centres, according