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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

Resources

Discover our broad range of sustainable opportunities, from capital markets strategies to ETFs, managed portfolios to thematic investments.

Meet our people

Harlin Singh caricature
Global Head
Harlin Singh Urofsky
Global Head of Sustainable Investing
We enable investors to pursue simultaneous societal change and competitive financial returns.

As Head of Sustainable Investing, Harlin works across Citi’s investment divisions to develop and oversee investment solutions along the full spectrum of sustainability - ESG integration, socially responsible,thematic and impact investments - to ensure the integration of sustainable practices in alignment with Citi’s best thinking on research, asset allocation and diversification. She also works closely with the Chief Investment Officer and Chief Strategist teams to deliver thought leadership and content to clients and external partners and works with the Global Investments Lab to develop and deliver client portfolio analytics.

David Bailin caricature
Global Head
David Bailin
Global Head of Investments & Chief Investment Officer
“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

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Harlin Singh caricature
Global Head
Harlin Singh Urofsky
Global Head of Sustainable Investing

As Head of Sustainable Investing, Harlin works across Citi’s investment divisions to develop and oversee investment solutions along the full spectrum of sustainability - ESG integration, socially responsible,thematic and impact investments - to ensure the integration of sustainable practices in alignment with Citi’s best thinking on research, asset allocation and diversification. She also works closely with the Chief Investment Officer and Chief Strategist teams to deliver thought leadership and content to clients and external partners and works with the Global Investments Lab to develop and deliver client portfolio analytics.

close icon
David Bailin caricature
Global Head
David Bailin
Global Head of Investments & Chief Investment Officer

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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