Citi Private Bank

Browser Requirement

To best view Citi Private Bank's site and for a better overall experience, please update your browser to a newer version using the links below.

How we work with you
Tech entrepreneurs


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.

Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.

The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.


FINRA's BrokerCheck - Learn more about Citigroup Global Markets Inc.'s background