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

Creating an effective wealth plan for multiple generations

By Elena M. Mortemore

We explore five best practices for future generation wealth transfers

Read article

US 10-year yields constrained, but could approach 3%

By Kris Xippolitos

With many investors too pessimistic about the economic outlook, we believe US Treasury yields could reverse...

Read article

How to create meaningful impact through philanthropy

By Karen Kardos

Many philanthropic foundations create impact but can achieve more. We explore how one conversation may help...

Read article

How to evaluate hedge funds' operational risks

By Irfan Yunus

Operational risks may have been the main reason for hedge fund investors' losses over time. But there are ways...

Read article

Citigroup 2018 Annual Report

By Michael Dellatte

Citi’s 2018 Annual Report which highlights our achievements and initiatives from the year is now...

Read article

Can cyclical equities’ rebound continue?

By Wietse Nijenhuis

With a confluence of favorable macroeconomic factors, we are going overweight cyclical equities versus...

Read article

The Art of Trade War: Lessons for Investors

By David Bailin

China's response to the trade war could create investment opportunities in 2019

Read article

Does your ESG investment manager walk the walk?


The universe of ESG investments is growing fast - and so is the need for rigorous analysis of investment...

Read article

Debunking social investment myths

By Edward V. Marshall

We explore some of the most common social investment misconceptions to help family offices assess the pros and...

Read article

Ignore the noise and strengthen your portfolio instead

By David Bailin

With no global recession imminent, we continue to urge putting excess cash to work and making portfolios more...

Read article

Our people