The philosophy driving our investment platform is to be the highest quality, most
independent, research-driven global investment platform of any private bank.
David Bailin is Managing Director, Chief Investment Officer for Citi Private Bank.
In this capacity, David acts as a single focal point for Investment Management, Investment
Research and Client Investment Practice. He ensures the best integration of our asset
allocation, research and portfolio management teams and offers his perspectives on
David joined Citi in 2009 as the Global Head of Managed Investments and
was promoted to Global Head of Investments in October of 2017. Since joining the Private
Bank, he has attracted and retained a highly talented, diverse senior executive and
investment management team. David designed the architecture of the global managed
investments platform, including its Citi Investment Management unit, a leading global
investment management organization, and the bank’s distinctive private
fund and traditional investment teams. Additionally, David was responsible for
operational due diligence, portfolio asset management, asset allocation modelling,
and product innovation.
Citi Private Bank is known for its independent and objective advice and as a leader
in global investment management. It has been recognized in the industry by: Financial
Times’ The Banker and PWM Global Private Banking Awards 2018: Best Global
Private Bank, Best Global Private Bank for Customer Service; Family Wealth Report
Awards 2018: Best North American Private Bank, Best Alternative Asset Manager,
Best Art & Private Collections, among others.
David regularly provides commentary on TV and in print on global investing, asset
office investment management and the investing trends of high net worth clients
globally. He has been interviewed by CNBC, Bloomberg TV and Fox Business News and
has been quoted in Barron’s, The Wall Street Journal, Financial
Times and New York Times, among others.
Prior to joining Citi, David was Managing Director and Head of Alternative Investment
Asset Management for Bank of America Global Wealth and Investment Management, where
he was responsible for client alternative investments across private equity, real
estate, venture capital and hedge funds. David has been a co-founder of a hedge fund
of funds, Martello Investment Management, and a senior executive at two leading hedge
funds, John W. Henry and Company and Ellington Management Group. He began his alternative
investments career in 1992 as Managing Director of Global Asset Management, now a
division of Bank Julius Baer, in New York.
David holds a BA with honors from Amherst College and an MBA with honors from Harvard
Business School. He is married with three daughters and lives in Connecticut.