Citi Private Bank

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Technological advancements are constantly transforming the ways that we live and do business. Citi Private Bank clients are typically innovators by their very nature. They and their families have often generated their wealth via innovative businesses. The challenge they now face is trying to preserve and grow that wealth by ensuring that their investment portfolios reflect and anticipate innovation's effects upon the economy and their assets. 

What is the purpose of the Innovation Office?

The Innovation Office serves the dual role of better preparing our clients and the Private Bank for the future. Embedded within the innovation network of Citi, the Innovation Office is both a sense maker and a connector - sharing insight by bringing the outside in and the inside out. 

How does it serve that purpose?

Some examples of how that purpose is served are:

  • Events and forums - bringing clients and distinguished thought leaders together to make connections such as the annual Innovation Symposium
  • Whitepapers and thought leadership pieces on how innovation topics are relevant to Private Bank clients and their offices
  • Global insights - sharing global themes, industry insights and investment methodology from research and investment professionals
  • Connecting our internal innovation network, bringing the best of Citi's innovation from TTS, to Citi Innovation Labs, and different research areas to clients
  • Participating in wider forums across the private wealth and asset management industry 
  • Collaboration and partnership - collaboration with academic partners such as Imperial College London

Citi Private Bank was named Best Private Bank for digitally empowering relationship managers, and Best Private Bank for Big Data analytics and Artifical Intelligence at the Professional Wealth Management's second annual Wealth Tech awards in 2019.

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