"Hedge fund principals have unique personal financial planning and investment needs, often with significant wealth concentrated in their funds. Our momentum in this space is a testament to our ability ...
Citi is starting to require its private bankers to document client calls to boost its underperforming wealth management division, people familiar with the matter told the Financial Times. Private ...
HONG KONG SAR and SINGAPORE – Media OutReach Newswire – 29 January 2026 – Citi Hong Kong and Citi Singapore have announced strategic partnerships with leading global private market firms Blackstone, ...
Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Processing Content Alexandra Romeo Boyles and Will Coughlin will be ...
This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Private bankers now submit call reports on conversations with ...
Harnesses the power and scale of two global leaders in wealth $80 Billion Citi Wealth Client Assets to Be Managed by BlackRock in Largest Agreement of its Kind NEW YORK--(BUSINESS WIRE)-- Citi Wealth ...
In an earnings call on Tuesday, Fraser pointed to the wealth unit's 9% year-over-year increase in revenue as a sign that recent firmwide changes to Citi's various business lines are starting to have ...
Citi Wealth announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment ...
LONDON, Feb 15 (Reuters) - Citi expects to win rich clients in emerging markets at a much faster pace than in the Americas, its top private banker said, as it rebuilds itself after taking heavy hits ...
Citi Wealth’s Data, Analytics & Innovation team has launched Advisor Insights and AskWealth, both designed to enhance the way in which Citi Wealth communicates with its clients. Through Advisor ...
NEW YORK--(BUSINESS WIRE)-- Citi and LuminArx Capital today announced the launch of Cinergy, a strategic financing vehicle in the rapidly growing private lending market. Launched by LuminArx Capital, ...
NEW YORK--(BUSINESS WIRE)-- Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering ...
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