Living Beyond Borders
GZERO and Citi Private Bank presents a special edition podcast series that examines how our lives change as the world changes.
Get insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityGet insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityGet insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityPlease be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Please be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
GZERO and Citi Private Bank presents a special edition podcast series that examines how our lives change as the world changes.
Ida leads Citi’s private banking activities globally, overseeing the delivery of wealth management strategies to ultra-high net worth families and their businesses. She is also a member of the Global Wealth Management Leadership Team.
Previously, Ida led the Private Bank in North America. She joined the Private Bank in 2007, launching and heading the Fashion, Retail and Entertainment Group.
Prior to Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Before that, Ida spent seven years in investment banking with Merrill Lynch’s mergers & acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn, now Deutsche Bank.
Ida has received many industry accolades including 2021 Barron’s 10 Most Influential Women in Wealth Management, 2021 Barron’s 100 Most Influential Women in U.S. Finance, 2021 Crain’s Notable Women on Wall Street and 2021 American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum and a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO).
Ida is a member of the Citi Women Steering Committee and serves as co-lead of Citi's Asian Heritage Affinity.
Ida holds a bachelor’s from Wellesley College and an MBA from the Wharton School, University of Pennsylvania.
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.
Steven heads our Global Strategy team which formulates our macro investment views across all regions and asset classes. He chairs our Global Investment Committee, which sets our tactical asset allocation, the basis for discretionary portfolios we manage for clients.
As Chief Economist, Steven provides detailed macroeconomic analyses to inform portfolio decisions.
Previously, Steven was Head of Economics for US institutional equities at Citi Investment Research. He advised the firm’s institutional and government clients globally on macroeconomic developments, forecasts and policy analysis.
He was also economic advisor to the Morgan Stanley Smith Barney Global Investment Committee and a voting member of predecessor Asset Allocation Committees at Salomon Smith Barney.
Steven has a master’s in quantitative economics at Bernard M. Baruch College, City University of New York.
Steven has overall responsibility for the Private Bank and Citi Global Wealth across the region.
Previously, he was Global Market Manager for Hong Kong. Before that, he held various other senior positions, including Global Market Manager for Thailand and Vietnam.
Steven began his career with the Private Bank in 1991, initially working in Vancouver and subsequently in New York.
He is a member of the Citi Asia Operating Committee and Chairman of the Board of Directors of Citibank (China) Co. Ltd.
Steven holds a bachelor’s in social administration from Loughborough University in the UK, and earned his MBA from Warwick University.
Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.
He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.
Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.
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.
Everything we do is designed to help protect and grow wealth. To address our clients’ increasingly global needs, we provide private banking services that cross borders.
To help put you in touch with the right advisory or team, please answer the following questions.
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.A member of our team will be in touch with you shortly.
To help put you in touch with the right advisory or team, please answer the following questions.
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.A member of our team will be in touch with you shortly.
Sign up to join our network of like-minded global citizens and gain access to content, events and beta-test programs designed to support progress makers across the world.
Thank you so much, we are excited to see where this takes us. We’ll be back in touch soon with more information.