News, Comment & Analysis results for CITI

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

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

People Moves
August 12, 2024

Bank Of America Expands Miami Private Banking Business

The private banking arm of the US lender is tapping into the continued growth story of HNW and

Family Office
August 5, 2024

Jeff Bezos' Family Office Piles Into AI Investment – Report

A report sheds light on how much money the tech tycoon and spacefaring enthusiast is spending on

Comment & Analysis results for CITI