News, Comment & Analysis results for Citi Wealth

People Moves
April 16, 2025

Citi Wealth Names Head Of Art Advisory

The world of fine art is an important topic for many HNW and ultra-HNW individuals and also a

People Moves
March 14, 2025

Summary Of Moves In North American Wealth Management – January 2025

A roundup of moves, appointments and other personnel changes in the North American wealth

People Moves
February 27, 2025

Citi Private Bank Appoints New North America Team Head

The joiner, from Bank of America, will be taking up the post at the end of May. His appointment

People Moves
January 28, 2025

Global Head Of Citi Private Bank To Depart; Other Changes Made

There have been a number of changes across the private banking and wealth side of the US bank. The

People Moves
January 13, 2025

Bank Of America's Wealth Arm Adds To Investment Solutions Team

The US banking group has brought back a senior figure from Citigroup and recruited a former UBS

People Moves
January 8, 2025

Who’s Moving Where In Wealth Management? – Citi Wealth, Orion, Procyon Partners, Others

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

People Moves
January 6, 2025

Summary Of North American Wealth Management Executive Moves – November 2024

With appointments at firms such as RBC Wealth Management and Key Family Wealth, November turned out

People Moves
November 27, 2024

Citi Wealth Appoints New Chief Investment Officer

There's a new CIO – formerly at BlackRock – at the wealth management arm of the US banking

Family Office
May 29, 2024

Equity Demand On The Rise In Family Offices In 2024 – Citi Wealth

Citi Wealth has just released its family office investment report for the first quarter of 2024,

People Moves
June 22, 2022

Raymond James Recruits $850 Million Wealth Team In Manhattan

The advisors previously worked with Citigroup, and their move to Raymond James is, in AuM terms,

Comment & Analysis results for Citi Wealth