We see our relationship with you holistically. Our belief is that the purpose of
wealth is to sustain your family and its values for generations.
Jose Ernesto oversees all aspects of the Private Bank’s operations in Latin
In his previous role, he was responsible for Citi Private Bank Mexico, and before
that, spent 21 years with Banamex-Accival Financial Group, performing roles including
deputy managing director of Banamex Private Bank and managing director for institutional
equity sales and trading.
Jose Ernesto holds a BA in Business Administration from the Instituto Autónomo
de México. He is president and founder of Fundación Mazahua, an organization
dedicated to improving education and health conditions of the Mazahua Indians in central
Our team in Latin America
Citi Private Bank’s Latin American operation is dedicated to serving our
clients across the region from offices in Miami, New York, Houston, Rio de Janeiro,
São Paulo, Mexico City, Bogota, Santiago, Geneva and London, providing a broad
range of investment advice and solutions, as well as investment finance, banking and
cash management, custody, trust services, and more.
Custody services are provided by Citibank, N.A. Citi Trust is the business name
for a wide range of personal trust and estate management and related services provided
by Citigroup Inc. or its affiliates to individuals, families and charitable entities
throughout the world. Not all products and services are provided by all affiliates
or are available at all locations. Neither Citigroup nor any of its affiliates provides
tax or legal advice. The services of Citi Trust - International are available to clients
who are neither residents nor citizens of the US and are provided by one of the following
entities: Cititrust Private Trust (Cayman) Limited, Cititrust Private Trust Zurich
GmbH, Cititrust (Bahamas) Limited, Cititrust (Cayman) Limited, Cititrust (Jersey)
Limited, Cititrust (Singapore) Limited, Cititrust (Switzerland) Limited, Citicorp
Trust Delaware, N.A. The service providers are referred to collectively as Citi Trust.
Cititrust (Jersey) Limited, whose contact details are P.O. Box 728, 38 Esplanade,
St. Helier, Jersey JE4 8ZT, Channel Islands, telephone number + 44 1534 608000 is
licensed by the Jersey Financial Services Commission for the conduct of Trust Company