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Our awards and recognition

Recognized in the industry for our leadership in serving some of the world's most influential clients and our best-in-class offering, we are proud to have received these accolades:



Private Asset Management (PAM) Awards 2021 Winner

- Total Wealth Solutions Provider - Ultra-High Net Worth1


Professional Wealth Management (PWM) Tech Awards 2021 Winner

- Best Private Bank for Big Data Analytics and Artificial Intelligence (AI) 
- Best Digital Leader - Philip Watson, Head of Global Investment Lab and Chief Innovation Officer





Family Wealth Report 2021 Winner

- Best Alternative Asset Manager



The National Law Journal Best of 2021 Winner

Law Firm Group - Voted Best:

- Private Bank

- Wealth Management/Financial Asset Advisory Provider

- Business Bank

- Attorney Escrow Services



Global Finance, Best Private Bank Awards 2021 Winner

- Best Private Bank for Net Worth of US$25 million or more

- Best Private Bank in Mexico, Costa Rica and Uruguay




WealthBriefing Winner

- Swiss Awards 2021: Best UHNW Team (International Clients), Best Family Office Offering, Best Customer Facing Digital Capabilities
- Europe Awards 2021: Best UK Private Bank, Best Investment management Platform, Best European International Clients Team, Best European UHNW Team, Best European Private Bank - Investment Management Platform
- MENA Awards 2020: Best Wealth Manager Servicing Family Offices, Best Private Bank - Client Digital Offering - Best Private Bank - Investment Management Platform 

 




The Asset Triple A Private Capital Awards 2020 Winner

- Best Private Bank, Asia

- Best NexGen Private Bank, Asia





PWM/ The Banker Global Private Banking Awards 2020 Winner

- Best Private Bank for Customer Service 

- Best Private Bank for Global Families and Family Offices 

- Best Private Bank for Business Continuity Plans (COVID-19)



PWM Wealth Tech Awards 2020 Winner

- Best Private Bank for Digital Culture and Vision, Global

- Best Private Bank for Big Data analytics and Artificial Intelligence (AI), Global




Family Wealth Report Awards 2020 Winner

- Best North American Private Bank

- Best Alternative Asset Management

- Best Solutions for International Americans

 





Private Banker International Winner

- Private Banking & Wealth Management, Switzerland 2020: Most Innovative Private Bank and Wealth Manager of the Year

The methodology for each survey provided has not been validated or verified by Citi Private Bank or Citigroup Inc. Please contact the provider of the relevant survey for information regarding eligibility and the underlying criteria and factors utilized in compiling the data. All awards were received between June 2020 and June 2021. For more information regarding the date that an award was received, please contact the provider of the relevant survey. The receipt of an award with respect to a product or service may not be representative of the actual experience of any client, and is not a guarantee of future performance or success. The information presented on this page does not constitute an offer of investment advisory services.

1

The selection criteria for this award considers how institutions help clients develop an asset allocation strategy · help clients acquire the underlying investments to cover publicly quoted investments, private equity and private market opportunities, real estate centric investments, alternative investments, hedge funds, emerging asset classes e.g. crypto currency, art and cash etc. within the agreed risk and return parameters · provide performance measurement services and ongoing monitoring. · the provision of lending and credit solutions and foreign exchange and treasury services; · the role of residential property generally and in particular, its effect on the overall asset allocation; · structures to hold the family wealth; · the role of the family office; · the role of the advisors and trustees; · all aspects of financial planning (pensions, income and spending requirements, testamentary arrangements, taxation); · next generation issues, encompassing understanding the younger generation’s perspective on wealth and the challenges that lie ahead; · the role that philanthropy will play in the family’s plans and how this will be developed in future · advice on family governance and communication, including family council; and · the ability to act as the lead adviser to liaise and coordinate the overall advice on the above. Three other organizations were finalists in this award. While a fee was paid to attend the awards dinner, there was no payment or extra fee required to win this award. The receipt of an award with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance or success. The information presented on this page does not constitute an offer of investment advisory services.