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, Global Head of Investments for Citi Private
Bank. In this capacity, David manages the Private Bank’s investment business
worldwide. This includes its Investment Management and Capital Markets activities,
including the formulation of investment strategy, advice, solutions and execution
across all asset classes for Private Bank clients globally.
David joined Citi in 2009 as the Global Head of Managed Investments. 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
equity, real estate, hedge fund and traditional investment teams. Additionally, David
was responsible for operational due diligence, portfolio asset management, asset allocation
modelling, and product innovation.
David regularly provides commentary on TV and in print on global investing, asset
allocation, family 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