By offering a holistic proposition that combines the products and services of Citigold Private Client and the Citi Prestige ...
Citi has become the fourth member of the Euromoney top five to enter the retail FX market, following the relatively recent moves of Deutsche Bank, RBS and UBS. Like its peers, Citi has decided to ...
Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Alexandra Romeo Boyles and Will Coughlin will be partners at the ...
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 ...
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 ...
Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an ...
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 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 ...
Efforts to boost results at Citi’s wealth management division include orders that private bankers call clients at least every 90 days, and report on details of those chats. According to Citi staffers ...
Christopher Adams returns to Citi in a new position as managing director of investment finance in the firm’s New York office. Citi Private Bank has hired Morgan Stanley Private Bank executive ...
Citigroup is transferring a key part of its alternatives business to iCapital, the fintech platform known for powering access to private investments, as the Wall Street bank continues to streamline ...
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