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Professional investors

Professional investors

We offer professional investors institutional resources and expertise combined with highly personalized service.

We understand that professional investors often have sophisticated personal wealth needs that demand institutional-level services.

The professional investors we serve include hedge fund and private equity principals, traders and portfolio managers, and executives of major financial institutions.

Direct relationships with our trading specialists, electronic trading, margin facilities, accounts in multiple regions of the world, institutional research, and access to direct private equity and real estate opportunities are some of the ways that we address their needs.

We also advise upon and finance acquisitions of artwork and business aircraft, and help create wealth plans, including for complex and cross-border situations.

Services for professional investors

Ideas, opportunities, and execution to meet the wide-ranging needs of professional investors.

Investments

Global Investment Lab

Investment Finance

Banking

Custody

Trust and wealth planning

Real Estate

Art advisory and finance

Aircraft finance

Sports advisory and finance

Family office

Events

Global client service

Our clients are increasingly global in their family and business presence, and therefore require a global Private Bank that can seamlessly provide banking, financing, investments and wealth planning services across the world.

Perspectives

Law Firm Leaders Confidence Index 2H 2019

By Citi Private Bank

We reveal law firm leaders' outlook on the economy and their firms.

Is a US recession imminent? We don't think so.

By Charlie Reinhard

We examine ten key signposts of economic and financial market health for clues about the outlook.

Are US earnings expectations for next year too high?

By Joe Fiorica

While recent US corporate EPS may exceed expectations, we see too much optimism for next year.

Japan-South Korea tensions exacerbate global trade conflict

By Ken Peng

We examine the potential investment implications of the latest twist in international trade relations

Life's a Breach - Investing in Cyber Security

By Wietse Nijenhuis

The unstoppable proliferation of digital data means cybersecurity risks are growing all the time. We explore...

Engaging the next generation in family philanthropy

By Karen Kardos

Our latest white paper explores ways to sustain the family legacy through philanthropy

Venice Biennale 2019: exploring the world through art

By Betsy Bickar

We explore the highlights from the 58th International Art Exhibition in Venice

Buried Treasury

By Kris Xippolitos

US Treasury prices have rallied hard but we see continuing potential to earn yield here.

The outlook for the Manhattan luxury property market

By Jeff Arestivo

Prime property prices are continuing to fall, making investors nervous. But we believe the long-term outlook...

Hedging your interest rate exposure

By Rubens Botaro

The shape of today’s yield curve may present potential opportunities for investors and borrowers with...

Our Wealth Experts

GLOBAL
APAC
EMEA
LATAM
NAM

Peter Clive CharringtonGlobal Head, Citi Private Bank

David BailinChief Investment Officer

Steven WietingChief Investment Strategist and Chief Economist

Giuliano MalacarneGlobal Head of Investment Finance and Banking

Ida LiuRegional Head - North America

Luigi PigoriniRegional Head – Europe, Middle East and Africa

Steven LoRegional Head - Asia Pacific

Jose Ernesto FuentesRegional Head – Latin America

Harsh KumarGlobal Chief Operating Officer

Philippa NesbitGlobal Head of Trust

David LowtherGlobal Head of Risk

Iain ArmitageGlobal Head of Capital Markets

Kris XippolitosHead - Fixed Income Strategy

Wietse NijenhuisHead - Equity Strategy

Philip WatsonHead of Global Investment Lab and Chief Innovation Officer for the Private Bank in EMEA and Global Investments

Murtuza RasiwalaGlobal Head of Margin and Securities-Backed Lending

Raymond JosephCo-Head of Citi Investment Management

Money K.Global Head of Next Generation; Global Client Service - Asia Pacific

Mehrnaz (Naz) VahidHead of Law Firm Group

Steven LoRegional Head - Asia Pacific

Roger BaconHead of Investments - Asia Pacific

Adam A. CowperthwaiteHead of Capital Markets - Asia Pacific

Rudolf HitschNorth Asia Head, Market Manager – China Offshore and Taiwan Offshore

Adam ProctorMarket Manager – Singapore, Australia & New Zealand

Jyrki Rauhio South Asia Head

Timothy MorseMarket Manager - Thailand, Malaysia & Brunei

Horace YipMarket Manager - Hong Kong

Sally YehMarket Manager - Taiwan

Varun ChughMarket Manager - India Client Segment

Jorgen WeberMarket Manager - Philippines

Simon KastonoMarket Manager - Indonesia

Gaston EcheverriaHead of Investment Finance and Banking - Asia Pacific

Nandagopal NairHead of Banking Solutions and Margin Lending – Asia Pacific

Michael TrothHead of Trust and Wealth Planning and Family Office - Asia

Ken PengHead - Asia Investment Strategy

Rajesh AdwalpalkerHead of Global Investment Lab – Asia Pacific

Luigi PigoriniRegional Head – Europe, Middle East and Africa

David PooleHead of Strategic Client Segments – Europe, Middle East and Africa

Robert StemmonsHead of Trust and Wealth Planning - Europe, Middle East and Africa

Jeremy Knowland Market Manager – United Kingdom

James HolderGlobal Head of Private Capital - Institutional Solutions

Samir RaslanMarket Manager – Middle East and North Africa

Selim ElgenMarket Manager - Emerging Markets, EMEA

Fernando López MuñozMarket Manager – Southern Europe

Aviram ShachamTeam Head for Israel and South Africa

Robert ManneringHead of Europe, Middle East and Africa, Law Firm Group

Jane SedgwickHead of Investment Finance – Europe, Middle East and Africa

Sambamoorthy NandakumarHead of Cash and Custody Solutions – Europe, Middle East and Africa

Jeffrey SacksHead - EMEA Investment Strategy

Philip WatsonHead of Global Investment Lab and Chief Innovation Officer for the Private Bank in EMEA and Global Investments

Francesco BertoniHead of Citi Investment Management - Europe, Middle East and Africa

Mark MillsHead of Citi Private Bank, United Arab Emirates; Team Head for Gulf and Pakistan

Laurence Mandrile-AguirreHead of Investment Counseling - UK

Federico LimpennyHead of Investment Counseling - Southern Europe

Richard SaundersHead of Investment Counseling - Emerging Markets

Benoit SavariaHead of Capital Markets – Europe, Middle East and Africa

Zeynep OzturkHead of Fixed Income – Europe, Middle East and Africa

Laurence StoppelmanHead of Investments - Europe, Middle East and Africa

Tim BowringHead of Real Estate and Private Equity – Europe, Middle East and Africa

Benjamin GarrityHead of Equities, Commodities & Hybrids – Europe, Middle East and Africa

Jose Ernesto FuentesRegional Head – Latin America

Cesar ChicaybanMarket Manager - Brazil

Francisco CaballeroMarket Manager - Mexico

Genaro PoulatMarket Manager - Latin America, excluding Mexico and Brazil

Lisandro ChanlatteHead of Investments – Latin America

Viswanathan VenugopalaHead of Global Investment Lab – Americas

Rubens BotaroHead of Fixed Income and Rates - Americas

Fabrizio AriasHead of Investment Finance - Latin America

Luis E. GiraltBanker Team Leader - Central America, the Caribbean and Ecuador

Elena M. MortemoreHead of Trust and Wealth Planning - Americas; Global Client Service - Latin America

Lucy Diego-RodriguezHead of Trust and Wealth Planning - Latin America

Jorge AmatoHead - Latin America Investment Strategy

Kristen Bitterly Michell Head of Capital Markets - Americas

Ida LiuRegional Head - North America

Tracey WarsonChairman of North America

Charlie ReinhardHead - NAM Investment Strategy

Elena M. MortemoreHead of Trust and Wealth Planning - Americas; Global Client Service - Latin America

Paul D HubertMarket Manager – Eastern USA, Head of the Citi Sports Finance and Advisory Group

Halé BehzadiMarket Manager - Western USA

Mark M ConnallyMarket Manager - Central USA

Robert McGuireMarket Manager – Canada

Tim SullivanHead of High Net Worth Group – North America; Global Client Service - Global Head

Christopher AdamsHead of Investment Finance – North America

Natalia MurphyHead of Trust and Wealth Planning - North America

Adam von PoblitzGlobal Head of Cross Border Wealth Planning

Jonathan LeachHead of Investments, North America

Kristen Bitterly Michell Head of Capital Markets - Americas

Viswanathan VenugopalaHead of Global Investment Lab – Americas

Stephen CampbellChairman of Global Family Office Group

Karen KardosHead of Philanthropic Advisory – North America

Philip SharkeyHead of Investments - Foundations & Endowments

Anthony Di SantiGlobal Head of Sports Finance & Advisory

Luke HadzimaHead of Financial Planning - North America

Cheryl (Gan) ThorpeCapital Markets Coverage Head - Eastern North America

Michael RemakHead of Investments – Law Firm Group