Citi Private Bank's approach to ESG investing

We understand that sustainability means different things to different people. At Citi Private Bank, we call our approach to sustainability “Investing with Purpose.” A common misconception is that investing with purpose requires sacrificing some financial return. However, our research shows that may not be the case. Harlin Singh, Global Head of Sustainable Investing, explains our Investing with Purpose platform, and how we are helping clients meet their ambitions.

Sustainable investing at the Private Bank

How does the Private Bank enable clients to pursue their sustainable investment objectives?

The Private Bank offers managed opportunities, alternative investments and tailored exposure to capital markets. Sustainable investment portfolios seek to deliver our best thinking in asset allocation, manager selection and portfolio construction utilizing the same investment management framework as our traditional portfolios.

Read more about How does the Private Bank enable clients to pursue their sustainable investment objectives?

Why is process paramount in sustainable investing?

Sustainable investment options have proliferated in recent years, but not all are created equal. ESG scores do not tell the full story; a deep fundamental analysis of a company or a portfolio manager’s investment processes is therefore essential.

Read more about Why is process paramount in sustainable investing?

Videos

play 19.33

Harlin Singh and Sir Ronald Cohen | Part 1

What are the differences between ESG and impact investing?

Watch now about Harlin Singh and Sir Ronald Cohen | Part 1
play 22:02

Harlin Singh and Sir Ronald Cohen | Part 2

Geopolitics is likely to drive impact investments. Listen to part 2 of 3 for more on the impact revolution.

Watch now about Harlin Singh and Sir Ronald Cohen | Part 2
play 14:07

Harlin Singh and Sir Ronald Cohen | Part 3

Greater transparency will be the foundation of a new impact economy, as Sir Ronald Cohen says in the third of a three-part conversation.

Watch now about Harlin Singh and Sir Ronald Cohen | Part 3

Articles

Read some of our sustainable investing insights into the key issues for you and your wealth.

Meet our people

Harlin Singh Urofsky

Head of Sustainable Investing
Citi Global Wealth Investments

Meet our wealth expert

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.

David Bailin

Chief Investment Officer
CITI GLOBAL WEALTH INVESTMENTS
“The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.”

Meet our wealth expert

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.

is-the-rapid-rise-of-esg-sustainable

CITI

Environmental, Social and Governance Report 2022

The 2022 edition explores our progress toward meeting our $1 trillion sustainable finance goal, how we are lifting up local communities, expanding access to finance and enhancing diversity within our organization.

We will be exploring some of these and other initiatives before long.

Contact us

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

Are you an existing client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant  privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

What profile best describes you?

I would like to discuss an investment (USD) of

I would like to discuss an investment (USD) of

I would like to discuss an investment (USD) of

Thank you for your interest in Citi Private Bank.

Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold

Thank you for your interest in Citi Private Bank.

Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold Private Client

I am interested in

Aircraft Finance
Art Advisory & Finance
Banking
Custody
Family office
Investments
inerested_in
Lending
Real Estate
Trust

Please select at least one.

I am interested in

Aircraft Finance
Art Advisory & Finance
Banking
Custody
Family office
Investments
Law Firm
Lending
Real Estate
Trust

Please select at least one.

Job title & Company

Job title & Company

Location

Location

How would you like us to contact you?

How would you like us to contact you?

Please enter your contact details

Please enter your contact details

How did you hear about us?

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

How did you hear about us?

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

Thank you for your interest in Citi Private Bank. A member of our team will be in touch with you shortly.