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Family Office Leadership Program 2021

As we attempt to put the COVID-19 pandemic behind us and focus on a global recovery, our flagship ‘Family Office Leadership Program’ returned to feature thought leaders, family office experts and influential market commentators to engage, inform and inspire all audiences. Often described by participants as ‘the Davos for Family Offices’, the program transformed into a virtual format last year which was maintained in 2021. The chosen theme was ‘Looking to the Future’ for family offices. This year’s agenda ran over four days from 7th to 10th June 2021, and was inaugurated by Jim O'Donnell, Head of Citi Global Wealth.

Family office leadership program illustration

Meet our people

We are excited to host this event for you inaugurated by Jim O'Donnell, Head of Citi Global Wealth. 

James O'Donnell

Head of Global Wealth Management

James (Jim) O'Donnell was appointed to lead Citi Global Wealth upon its creation in January 2021. In this role, he oversees the Private Bank and the other parts of Citi’s Consumer Wealth organization. Previously, he was Global Head of Investor Sales and Relationship Management within Citi’s Markets and Securities Services Division. He joined Citi in July 1999 as Head of European Equities, becoming Head of US Equities in 2004. 

Prior to Citi, Jim was President and CEO of HSBC Securities in New York and CEO of HSBC James Capel, HSBC's Global Equity business. Before that, he was President and CEO of NatWest Securities in the US. He held various roles at Drexel Burnham Lambert from 1986 to 1990, including Head of Sales and Trading for International Equities and Co-Head of Global Equity Trading.

Jim holds bachelor's degree in comparative religion from Princeton University.

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