News, Comment & Analysis results for CITI

People Moves
July 29, 2024

Summary Of Executive, Senior Moves In North American Wealth Management - May 2024

A summary of moves in the North American wealth sector during May this year.

Wealth Strategies
July 26, 2024

PineBridge Smiles On Chinese, Indian Equities In 2024

Elizabeth Soon, head of Asia ex-Japan equities, and Huzaifa Husain, head of India equities, at

Statistics
July 25, 2024

Singapore Passports Have Most Visa-Free Clout; US Keeps Losing Status

An index looking at the relative visa-free potency of passports puts the Asian city-state at the

People Moves
July 23, 2024

Denver-Based Alpha Capital Family Office Adds $3 Billion Team

The advisors joining the business in Colorado both worked at Citi Private Bank, as well as at other

Strategy
July 22, 2024

Deutsche Bank Flags Wealth Advisor Recruitment Ambitions

One of the senior figures in the wealth and private banking segments of the bank – and he is

Wealth Strategies
July 18, 2024

HNWIs Must Get Real About Insurance Costs In Turbulent Planet

We talk to an insurance specialist, focused on private clients often with significant wealth, and

Financial Results
July 16, 2024

OPINION OF THE WEEK: Dynasty's $100 Billion AuM Milestone Reflects Rising Wealth Tide

A business now headquartered in Florida that taps a desire for advisors to build new RIAs, or

Financial Results
July 15, 2024

Citigroup Reported Income Up In Q2 2024; Private Bank Revenues Rise

The gain in private bank revenues was caused by improved deposit spreads and higher investment fee

Surveys
July 11, 2024

Fee-Based Advice Seen Rising – Envestnet Survey

The survey among US advisors explored trends such as a desire for more "holistic" offerings and the

Tax
July 10, 2024

Lift Reporting Requirements On US Expats' Foreign Pensions – ACA

This story is another example of how the worldwide nature of US taxation means that expats are

Comment & Analysis results for CITI