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.
Citi Private Bank premium industry data and analytics
Products and Services
Services | Brands |
---|---|
Investment Finance | Citi Private Bank |
Trust Solutions | |
Banking Services | |
XYZ | |
XYZ | |
XYZ |
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. |
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 |
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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