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Meet the Outlook team
Citi Private Bank’s wealth experts have deep experience in disciplines including investment strategy, asset allocation, discretionary management, third party manager selection, and capital markets. Hailing from all of our four global regions, they bring critical local knowledge and insight to the investment process, helping to craft ideas and strategies that can be customized to the needs of our clients across the world.
The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.
Understanding the global business cycle, the excesses of fear or over-confidence about the future, helps navigate through periods of feast and famine in financial markets.
We have been managing assets for private clients and helping them to meet their investment goals for more than 80 years.
We deliver institutional-quality investment products and market insights to private clients with sophisticated needs.
Citi Private Bank’s extensive offering and thematically relevant approach to providing private equity and real estate strategies truly differentiates us.
Our team of experts around the world provides specialist insights to help clients build their portfolios and identify risks and opportunities that they may have been unaware of.
Strategic asset allocation—creating a long-term investment strategy—is one of the most critical challenges investors face. Our methodology takes a distinctive approach to returns and risk, as well as to each client’s needs.
In managing equities for you, we are able to draw upon deep insights from Citi Research and beyond, as well as upon the expertise of our own experienced managers.
At Citi Investment Management, we build diversified portfolios using a bottom-up, fundamental approach to stock selection to identify investments that we believe will deliver the best long-term returns for our clients.
In a fast-changing world, diversified multi-asset class portfolios have become increasingly important. With the deep permutations of global fixed income providing the anchor.
We work closely with our regional investment strategists to anticipate and understand the ebbs and flows of global equity markets.
Our mission is to help clients reach their investment goals by seeking out the best the world has to offer within a global multi-asset class opportunity set.
Our goal is to provide our clients with investment ideas and market insights that are tailored to their needs, while helping them manage risk, particularly in the most challenging market conditions
In an environment of constant change, our capital markets team adds vital color and insight to the strategic views of the Global Investment Committee.
Asia’s influence upon global growth and market volatility is rising rapidly. Understanding and harnessing this change can help drive portfolio returns.