Citi Private Bank - Company Profile

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Citi Private Bank (Citigroup PB) is a part of Citigroup and offers a wide range of advisory and financing solutions. The bank offers investments, capital markets, investment management, alternative investments, hedge funds, direct private investments, sustainable investing, portfolio analytics, home financing, art advisory, and financing for sports, aircraft, commercial real estate. It also offers banking, treasury management, custody services, family office advisory, philanthropic advisory, law firm advisory, escrow & agency services, and financial planning services. It serves ultra-high net-worth individuals, professional investors, family offices, private investment companies and enterprises, lawyers and law firms, and professional services firms. The bank operates in Europe, the Americas, the Middle East and Africa, and the Asia-Pacific regions. Citigroup PB is headquartered in New York, the US.

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Headquarters United States of America

Address 388 Greenwich Street, New York City, 10013


Telephone 1 212 5591000

Industry Financial Services

Revenue (2022) $2.8B

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Citi Private Bank premium industry data and analytics

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on Citi Private Bank’s likely spend across technology areas enabling you to understand the digital strategy.

Products and Services

Services Brands
Investment Finance Citi Private Bank
Trust Solutions
Banking Services
XYZ
XYZ
XYZ
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History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2023 Corporate Awards In June, the bank received awards from PWM Wealth Tech.
2023 Corporate Awards In May, the bank was named Best for Ultra-High Net Worth in Asia and Hong Kong by Asiamoney.
2023 Corporate Awards In February, the bank received two awards at the 2023 WealthBriefing Swiss Awards.
Dive into past operations, including product releases, deals, acquisitions & more Dive into past operations, including product releases, deals, acquisitions & more Find out more
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Competitor Comparison

Key Parameters Citi Private Bank Bank of America Wealth Management UBS Wealth Management J.P. Morgan Private Bank Goldman Sachs Private Wealth Management
Headquarters United States of America United States of America Switzerland United States of America United States of America
City New York City Charlotte Zurich New York City New York
State/Province New York North Carolina Zurich New York New York
No. of Employees - - 9,215 - 7,422
Entity Type Private Private Private Private Private
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Executives
Name Position Board Since Age
David Bailin Chief Investment Officer- Citi Global Wealth; Global Head of Managed Investments- Citi Global Wealth Senior Management - -
Rob Laughlin Global Head-Trust & Wealth Planning Senior Management - -
Ida Liu Global Head - Private Banking Senior Management - -
Nitin Batra Global Chief Operating Officer Senior Management - -
Jeremy Knowland Head - The UK, Jersey & Israel Cluster Senior Management - -
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
Non Dignissim Eros Proin vel Convallis 2024 XY
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