News, Comment & Analysis results for Citi Wealth
Family Offices Fear Risk They Must Join AI "Gold Rush" - Law Firm
We talk to a law firm expert about family offices and her take on how these organizations view AI
Summary Of Senior North American Wealth Moves – August 2026
A summary of the latest moves, appointments and other personnel changes in the North American
The Family Office Investment Paradox
The author of the following article notes how private capital becomes more personal and yet also
Who's Moving Where In Wealth Management? – Citi Wealth, LPL, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American
Family Offices' Portfolios Gain This Year; Inflation, Succession Weigh On Minds – Citi Wealth
In a global survey, the US banking group's wealth arm explores the issues that preoccupy family
Citi Wealth Launches Curated Service Provider Network For North America
The bank said the service comes at no added charge for its clients.
Who's Moving Where In Wealth Management? – Citi Wealth, UBS, Prudential Advisors
The latest executive moves, appointments and personnel changes in North American wealth
Former MSCI Senior Figure Joins Citi Wealth
The newly-appointed figure spent a total six years at MSCI and before this, worked at Wilmington
Citi Wealth Names New Global Head Of Wealth Planning
The firm said that the new global head of wealth planning's background will be a tremendous asset
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –