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From 2010 to 2015, Citi was involved in 699 initial public offerings worldwide.*
Eddie Lim is a technology entrepreneur living in Hong Kong and has recently moved his company headquarters to London. He plans to move to the UK himself in due course.
His newly headquartered company needs assistance with cash management, so we introduce him to Citi’s corporate banking unit in Europe.
Mr Lim would like to expand his company’s operations globally—perhaps via acquisitions—and we therefore establish a relationship with the technology team at Citi’s investment banking unit.
In addition to his existing banker in Hong Kong, we assign a London banker to help meet Mr Lim’s investment needs in Europe.
His children are studying at US universities and require banking facilities, so we assign a North American banker to serve their needs.
*Data from Bloomberg, covering period 1/1/2010 and 10/16/2015
All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.
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