News, Comment & Analysis results for CITI

Offshore
July 10, 2025

US "Gold Card" Program Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" program to attract wealthy

Company Profiles
July 8, 2025

Greater Sports Wealth Creates Advisory Opportunities, Responsibilities – Rockefeller

We take another trip around the field, or stage, of those who work in professional sports and

Family Office
July 7, 2025

Family Offices Fall In Love With Soccer Club Ownership, Investment

More information emerges on how family offices are enthusiastic investors into sports teams such as

People Moves
July 1, 2025

Summary Of North American Moves In Wealth Management – May 2025

In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,

People Moves
June 26, 2025

Who's Moving Where In Wealth Management? – Citi Private Bank, Apex Group, Northern Trust, Others

The latest senior moves, appointments and personnel changes in the North American wealth management

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

Comment & Analysis results for CITI

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