Citi Private Bank

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Our services

What we do for you

In all that we do, you come first. Your relationship team works with you to gain a full understanding of your situation and to develop a disciplined long-term investment plan that addresses your specific needs. We then offer you the broadest range of strategies for implementing your plan within your portfolio.


Combining our global reach and local expertise, we can build a portfolio for you that spans multiple asset classes and geographies. Our own discretionary managers provide bespoke portfolio services, while we also select investments objectively from third-party managers worldwide, based exclusively on their merits.


We help you to obtain institutional-level access to the world’s capital markets, including advice, trading and execution. As well as assisting with the management of your risks and liquidity, we enable you to pursue opportunistic strategies.

How we serve you

Our approach always stresses the highest level of attention to your requirements.

We customize your asset allocation using our own distinctive strategic methodology. You may also be able to receive institutional-level portfolio analysis and insights from our Global Investment Lab. We are also able to draw upon an almost-unparalleled depth of insights from Citi Research.

We can also enable enhanced access to opportunities in other regions of the world, with additional Private Bankers and Investment Counselors to serve you locally.