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PRESS RELEASE
June 6, 2023
mins

Citi Global Wealth wins big at the Wealth Tech Awards

June 6, 2023
mins

SUMMARY

Citi received awards in two categories of the Financial Times PWM Wealth Tech Awards: ‘Best private bank for big data analytics and AI (global)’ and ‘Best private bank for use of technology (global).’

These awards recognize and celebrate technology innovation in the wealth management industry, highlighting companies and products that use technology to enhance client experience, streamline operations, and improve investment outcomes.

Phil Watson, EMEA Chief Innovation Officer and Head of Platform Development & Innovation, commented: Innovation lies at the heart of Citi’s Global Wealth business model and strategy to support advisors and improve our clients’ experience. Clients expect an experience that offers a fully digital and seamless experience, hyper-personalized advice and solutions, and the ability to responsibly manage their investments portfolio.

This includes technology that augments our capacity to deliver value and improve the quality of their interaction with relationship managers and advisors by saving time that can be redirected towards our clients globally. And we are well positioned to deliver value now and in the future. Congratulations to our dedicated team for their hard work and commitment – and thank you to the judging panel for this recognition.

The Wealth Tech Awards are a part of Professional Wealth Management (PWM), which is published by the Financial Times. 

*The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/ rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

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