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Investing with Purpose

Investing with Purpose is the natural extension of our years customizing portfolios for clients. 

Investing with purpose hero image
Winding road birds eye view

The Private Bank offers managed opportunities, alternative investments and tailored exposure to capital markets to enable clients to pursue their sustainable investment objectives through multi asset class core portfolios or through single strategy opportunistic or thematic investments. Sustainable investment portfolios deliver our best thinking in asset allocation, manager selection and portfolio construction utilizing the same investment management framework as our traditional portfolios. 

Explore more about sustainable investing at the Private Bank in our Investing with Purpose whitepaper.

 

Our proprietary and third-party Investing with Purpose portfolio managers are experienced at integrating ESG considerations into the investment process to quantify risks, opportunities and durable competitive advantages.

We enable investors to pursue simultaneous societal change and competitive financial returns.

Harlin Singh Urofsky
Global Head of Sustainable investing

Meet our people

Global Head

Harlin Singh Urofsky

Global Head of Sustainable Investing
Citi Global Wealth
We enable investors to pursue simultaneous societal change and competitive financial returns.

Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers. She also served as an adjunct professor of impact investing at USC’s Marshall School of Business.

Harlin holds an undergraduate degree in finance from Rutgers University and a master’s in public administration from New York University.

Global Head

David Bailin

Global Head of Investments & Chief Investment Officer
Citi Global Wealth
“The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.”

David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was 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. He 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.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.

Follow David on LinkedIn

Insights

See our sustainable investments insights and the issues that matter for your wealth.

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