Citi Private Bank

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Whether you seek long-term participation in equity markets, tactical trading opportunities or risk and portfolio management, we provide focused advice, structuring and execution services across cash equities, derivatives, structured investments and strategies.

Our approach delivers the advantages of Citi’s global institutional equity capabilities through the personalized service of our global private banking platform.

 

Comprehensive access

Located across four continents, our equity specialists can help you access more than 90 markets around the world.

Our equity advisory service lets you transact in the way that suits you best across both cash equities and derivatives.

Certain eligible clients may also be able to participate in equity Initial Public Offerings that Citi’s investment bank brings to market around the globe.

 

Ideas customized for you

We deliver timely and efficient strategies and structures, and we can customize these to address your specific objectives.

Our equity specialists provide relevant equity insights and ideas, drawing upon Citi Research’s global network of analysts who follow some 3,200 stocks across 74 countries.[i]

Clients with large, complex portfolios may be able to receive institutional-caliber portfolio analysis from our Global Investment Lab.

[i] As of July 2016

 

Enabling your strategy

Our equity specialists offer expertise in both cash equities and derivatives, letting you implement tailored strategies through a single point of contact.

As well as our market-leading execution capabilities, we may be able to provide margin finance secured by your equity portfolios.

If you have sophisticated, cross-border needs, you may be eligible to maintain direct relationships with dedicated equity specialists in multiple regions of the world.

 

Securities purchased on margin are the firm's collateral for the loan to you. If the securities in your account decline in value, so does the value of the collateral supporting your loan, and, as a result, the firm can take action, such as issue a margin call and/or sell securities or other assets in any of your accounts held with the member, in order to maintain the required equity in the account. It is important that you fully understand the risks involved in trading securities on margin. These risks include the following:

  • You can lose more funds than you deposit in the margin account.
  • The firm can force the sale of securities or other assets in your account(s).
  • The firm can sell your securities or other assets without contacting you.
  • You are not entitled to choose which securities or other assets in your account(s) are liquidated or sold to meet a margin call.
  • The firm can increase its "house" maintenance margin requirements at any time and is not required to provide you advance written notice.
  • You are not entitled to an extension of time on a margin call.
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