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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

Investments

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Global Investment Lab

Global Investment Lab

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investment-finance

Investment Finance

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Banking

Banking

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Custody

Custody

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Trust and wealth planning

Trust and wealth planning

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Real Estate

Real Estate

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Art advisory and finance

Art advisory and finance

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Aircraft finance

Aircraft finance

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Sports advisory and finance

Sports advisory and finance

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Family office

Family office

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Events

Events

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Global client service

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. 

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Perspectives

Family office investment management: buy or build?

By Stephen Campbell,

Effective investment management requires substantial expertise and resources. Family offices must weigh the...

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Family-office-investment-management-buy-or-build

UK edges closer to the end of Brexit’s beginning

By Jeffrey Sacks,

As the path to the UK’s exit from the European Union becomes clearer, we see potential in local equities...

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UK-edges-closer-to-the-end-of-Brexits-beginning

Brexit, a little popcorn, and a box of UK corporates

By Kris Xippolitos,

We consider the outlook for UK bonds in light of Brexit

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Brexit-a-little-popcorn-and-a-box-of-UK-corporates

Economics to remain markets’ main driver

By Steven Wieting,

We maintain our existing asset allocation in the face of 2020 political uncertainty

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Economics-to-remain-markets-main-driver

Tactical view on banks – Some further room to run

By Wietse Nijenhuis,

We became tactically more positive on US banks at the end of August, which turned out to be timely.

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Tactical-View-on-Banks-Some-Further-Room-To-Run

UK enters critical Brexit phase as economy slows

By Jeffrey Sacks,

The UK economy is losing steam just as a key deadline with the EU approaches

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UK-enters-critical-Brexit-phase-as-economy-slows

Easier US Fed policy welcomed by Gulf policymakers

By Maya Issa

The hunt for yield remains a key theme for investors as central banks globally have turned more dovish.

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Easier-US-Fed-policy-welcomed-by-Gulf-policymakers

Bond Market Monthly: turn that frown upside down

By Kris Xippolitos,

Negative yielding bonds pose challenges for investors, but there are strategies for addressing them.

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Bond-Market-Monthly-turn-that-frown-upside-down

Why we’re raising our allocation to equities

By Steven Wieting,

We’ve increased our tactical weighting to equities to neutral, while underweighting fixed income....

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Why-were-raising-our-allocation-to-equities

Investing in a low return world... mission impossible?

By Philip Sharkey, Steven Wieting and Alex Kriete, CFA

Challenges and possible solutions for Nonprofits. 

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Investing-in-a-low-return-world
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Our Wealth Experts

Paco YbarraPaco YbarraHead of Institutional Clients GroupPeter Clive CharringtonPeter Clive CharringtonGlobal Head, Citi Private BankDavid BailinDavid BailinChief Investment OfficerSteven WietingSteven WietingChief Investment Strategist and Chief EconomistGiuliano MalacarneGiuliano MalacarneGlobal Head of Investment Finance and BankingIda LiuIda LiuRegional Head - North AmericaLuigi PigoriniLuigi PigoriniRegional Head – Europe, Middle East and AfricaSteven LoSteven LoRegional Head - Asia PacificJose Ernesto FuentesJose Ernesto FuentesRegional Head – Latin AmericaHarsh KumarHarsh KumarGlobal Chief Operating OfficerPhilippa NesbitPhilippa NesbitGlobal Head of TrustDavid LowtherDavid LowtherGlobal Head of RiskIain ArmitageIain ArmitageGlobal Head of Capital MarketsKris XippolitosKris XippolitosHead - Fixed Income StrategyWietse NijenhuisWietse NijenhuisHead - Equity StrategyPhilip WatsonPhilip WatsonHead of Global Investment Lab and Chief Innovation Officer for the Private BankRaymond JosephRaymond JosephCo-Head of Citi Investment Management Money K.Money K.Global Head of Next Generation; Global Client Service - Asia PacificMehrnaz (Naz) VahidMehrnaz (Naz) VahidHead of Law Firm Group Steven LoSteven LoRegional Head - Asia PacificRoger BaconRoger BaconHead of Investments - Asia PacificAdam A. CowperthwaiteAdam A. CowperthwaiteHead of Capital Markets - Asia Pacific Rudolf HitschRudolf HitschNorth Asia Head, Market Manager – China Offshore and Taiwan OffshoreAdam ProctorAdam ProctorMarket Manager – Singapore, Australia & New ZealandJyrki Rauhio Jyrki Rauhio South Asia HeadTimothy MorseTimothy MorseMarket Manager - Thailand, Malaysia & BruneiHorace YipHorace YipMarket Manager - Hong KongSally YehSally YehMarket Manager - TaiwanVarun ChughVarun ChughMarket Manager - India Client SegmentJorgen WeberJorgen WeberMarket Manager - PhilippinesSimon KastonoSimon KastonoMarket Manager - IndonesiaGaston EcheverriaGaston EcheverriaHead of Investment Finance and Banking - Asia PacificNandagopal NairNandagopal NairHead of Banking Solutions and Margin Lending – Asia PacificMichael TrothMichael TrothHead of Trust and Wealth Planning and Family Office - AsiaKen PengKen PengHead - Asia Investment StrategyRajesh AdwalpalkerRajesh AdwalpalkerHead of Global Investment Lab – Asia PacificLuigi PigoriniLuigi PigoriniRegional Head – Europe, Middle East and AfricaDavid PooleDavid PooleHead of Strategic Client Segments – Europe, Middle East and AfricaRobert StemmonsRobert StemmonsHead of Trust and Wealth Planning - Europe, Middle East and AfricaJeremy KnowlandJeremy Knowland Market Manager – United KingdomJames HolderJames HolderGlobal Head of Citi Private Capital GroupSamir RaslanSamir RaslanMarket Manager – Middle East and North AfricaSelim ElgenSelim ElgenMarket Manager - Emerging Markets, EMEAFernando López MuñozFernando López MuñozMarket Manager – Southern Europe Aviram ShachamAviram ShachamTeam Head for Israel and South AfricaRobert ManneringRobert ManneringHead of Europe, Middle East and Africa, Law Firm GroupJane SedgwickJane SedgwickHead of Investment Finance – Europe, Middle East and AfricaSambamoorthy NandakumarSambamoorthy NandakumarHead of Cash and Custody Solutions – Europe, Middle East and AfricaJeffrey SacksJeffrey SacksHead - EMEA Investment StrategyPhilip WatsonPhilip WatsonHead of Global Investment Lab and Chief Innovation Officer for the Private BankFrancesco BertoniFrancesco BertoniHead of Citi Investment Management - Europe, Middle East and AfricaMark MillsMark MillsHead of Citi Private Bank, United Arab Emirates; Team Head for Gulf and Pakistan Laurence Mandrile-AguirreLaurence Mandrile-AguirreHead of Investment Counseling - UKFederico LimpennyFederico LimpennyHead of Investment Counseling - Southern EuropeRichard SaundersRichard SaundersHead of Investment Counseling - Emerging MarketsBenoit SavariaBenoit SavariaHead of Capital Markets – Europe, Middle East and AfricaZeynep OzturkZeynep OzturkHead of Fixed Income – Europe, Middle East and AfricaLaurence StoppelmanLaurence StoppelmanHead of Investments - Europe, Middle East and AfricaTim BowringTim BowringHead of Real Estate and Private Equity – Europe, Middle East and AfricaBenjamin GarrityBenjamin GarrityHead of Equities, Commodities & Hybrids – Europe, Middle East and AfricaJose Ernesto FuentesJose Ernesto FuentesRegional Head – Latin AmericaCesar ChicaybanCesar ChicaybanMarket Manager - BrazilFrancisco CaballeroFrancisco CaballeroMarket Manager - MexicoGenaro PoulatGenaro PoulatMarket Manager - Latin America, excluding Mexico and BrazilLisandro ChanlatteLisandro ChanlatteHead of Investments – Latin AmericaViswanathan VenugopalaViswanathan VenugopalaHead of Global Investment Lab – AmericasRubens BotaroRubens BotaroHead of Fixed Income and Rates - AmericasFabrizio AriasFabrizio AriasHead of Investment Finance - Latin AmericaLuis E. GiraltLuis E. GiraltBanker Team Leader - Central America, the Caribbean and EcuadorElena M. MortemoreElena M. MortemoreHead of Trust and Wealth Planning - Americas; Global Client Service - Latin AmericaLucy Diego-RodriguezLucy Diego-RodriguezHead of Trust and Wealth Planning - Latin AmericaJorge AmatoJorge AmatoHead - Latin America Investment StrategyKristen Bitterly Michell Kristen Bitterly Michell Head of Capital Markets - AmericasMichael GrippoMichael GrippoHead of Custody - AmericasMurtuza RasiwalaMurtuza RasiwalaAmericas Head of Banking, Custody, Escrow and Margin and Securities Backed FinancingIda LiuIda LiuRegional Head - North AmericaTracey WarsonTracey WarsonChairman of North America Charlie ReinhardCharlie ReinhardHead - NAM Investment StrategyElena M. MortemoreElena M. MortemoreHead of Trust and Wealth Planning - Americas; Global Client Service - Latin AmericaPaul D HubertPaul D HubertMarket Manager – Eastern USA, Head of the Citi Sports Finance and Advisory GroupHalé BehzadiHalé BehzadiMarket Manager - Western USAMark M ConnallyMark M ConnallyMarket Manager - Central USARobert McGuireRobert McGuireMarket Manager – Canada Tim SullivanTim SullivanHead of High Net Worth Group – North America; Global Client Service - Global HeadChristopher AdamsChristopher AdamsHead of Investment Finance – North AmericaNatalia MurphyNatalia MurphyHead of Trust and Wealth Planning - North AmericaAdam von PoblitzAdam von PoblitzGlobal Head of Cross Border Wealth PlanningJonathan LeachJonathan LeachHead of Investments, North AmericaKristen Bitterly Michell Kristen Bitterly Michell Head of Capital Markets - AmericasMichael GrippoMichael GrippoHead of Custody - AmericasViswanathan VenugopalaViswanathan VenugopalaHead of Global Investment Lab – AmericasStephen CampbellStephen CampbellChairman of Citi Private Capital GroupKaren KardosKaren KardosHead of Philanthropic Advisory – North AmericaPhilip SharkeyPhilip SharkeyHead of Investments - Foundations & EndowmentsLuke HadzimaLuke HadzimaHead of Financial Planning - North AmericaMurtuza RasiwalaMurtuza RasiwalaAmericas Head of Banking, Custody, Escrow and Margin and Securities Backed FinancingPaul BarrettPaul BarrettNorth America Head of Citi Private Capital Group
Wealth Experts