Citi Private Bank

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Citi Private Capital Group exists to serve clients who have institutional needs, providing sophisticated analytics, advice, access, and execution to help them with important financial decisions. 

James Holder | Global Head of Citi Private Capital Group

The needs of the world's wealthiest individuals, families, and their family offices are evolving rapidly. As their wealth continues to grow, so does the complexity of the planning, investing, banking, lending, and administration involved. And, the more global that wealth and owners become, the more intricate the tax, legal, and regulatory obligations that arise. In response to all of these challenges, an increasing number of individuals, families, and their family offices are taking an institutional-like approach to protecting and growing their wealth. To do so, we believe that they expect the same access, execution, and opportunities as their institutional peers. To help address these needs, the Private Bank has created Citi Private Capital Group. 

Citi Private Capital Group is dedicated to serving clients who are represented by private investment companies, family offices, and family-owned businesses. It seeks to provide them with services of the highest level of sophistication. These include advice, access, and execution across such areas as investments, lending, family office services, liquidity and treasury management, personal interests such as philanthropy and art collecting, wealth planning, and related technologies. 

Based upon the profile of each suitable client, Citi Private Capital Group will seek to combine an appropriate mix of services. While the possibilities are extensive, they might include market direct access trading; distinctive direct and co-investment opportunities; customized portfolio analytics, construction, and advice from our Global Investment Lab; wealth plans covering multiple jursidictions; financing against concentrated stock holdings or hedge fund positions; and family office strategic planning. 

To deliver an appropriate mix of services, Citi Private Capital Group connects each suitable client to expertise and resources from across the Private Bank and Citi as a whole. These include access to Citi's global banking network spanning one hundred and sixty countries, professionals from Citi's Commercial Bank, as well as from its Corporate and Investment Bank, and to Citi Research's platform. Irrespective of how large, complex, or geographically diverse a client's needs, Citi Private Capital Group stands ready to provide institutional-level services.