News, Comment & Analysis results for Citi Private Bank

People Moves
May 20, 2024

Summary Of North American Wealth Management Executive Moves – March 2024

A round-up of senior moves, appointments, personnel changes and other news around senior roles in

People Moves
March 21, 2024

Citi Private Bank Scales Up Global Family Office

The US bank has named a head of the family office group for the Americas, and brought in three of

People Moves
December 7, 2023

Summary Of North American Executive Moves In Wealth Management – September 2023

September saw a number of senior moves at organizations such as Rockefeller and Pitcairn,

Family Office
November 6, 2023

Family Offices Professionalize Further To Align With Family Needs

Ultra-high net worth families expect more than ever from their family offices. Amid intensifying

Art
November 2, 2023

HNW Art Buyers Flex Muscles, Return To Traditional Marketplaces

The study, based on thousands of responses in 11 markets around the world, examines what HNW buyers

Compliance
October 18, 2023

OPINION OF THE WEEK: Geopolitics Turmoil Puts AML, KYC Under Spotlight

After the Oct. 7 attacks on Israel, I try to examine some of the issues that people working in

M and A
October 10, 2023

Citigroup Sells Chinese Retail Wealth Management Portfolio

The US banking group is continuing to wind down its consumer banking business in China, whilst HSBC

Family Office
September 27, 2023

Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank

After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about

People Moves
September 22, 2023

Who's Moving Where In Wealth Management? – JP Morgan Private Bank, Raymond James

The latest moves and appointments in wealth management in the Americas.

Surveys
September 18, 2023

Family Offices Raise Fixed Income, Private Equity Plays, Go Cautious On Stocks – Study

The survey of family offices around the world by the US private bank examines what they think about

Comment & Analysis results for Citi Private Bank