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Direct private investments

Citi Direct Private Investments offers curated institutional-quality investments exclusively to our most sophisticated clients.

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Direct, co-investment and joint venture opportunities can provide an additional source of returns and diversification in core and opportunistic portfolios.

They also enable you to invest alongside like-minded financial institutions and family offices.

Our dedicated direct private investment team sources these exclusive opportunities from Citi’s institutional  network globally and from third-party sponsors.

We then connect you directly to the financial sponsor or corporate issuer, so that you can conduct your own extensive due diligence of each transaction.

Direct private investments could help to empower visionary founders and companies not only with strategic capital, but also with insights and expertise from their own businesses and other investments.

Our direct private investments are reserved for clients that meet the regulatory, liquidity, and net worth requirements of the program.

Citi’s extensive global network and institutional resources enable us to identify opportunities to offer to our qualified clients.

Itay Blasenheim
Global Head – Citi Direct Private Investments
How we serve you
Exclusivity
Our direct private investments are reserved for Citi Private Bank clients who meet the regulatory, liquidity, and net worth requirements of the program.

The contacts that are cultivated with sponsors and issuers could help enable qualified clients to build relationships with like-minded institutional investors and family offices from around the world.

Reach
The direct private investment strategies that are made available include venture capital, growth equity, real estate, buyout, private credit and distressed opportunities.

They also cover a variety of structures, sectors and regions.

Control the due diligence process
Direct private investments allow investors to develop direct relationships with financial sponsors and companies without intermediation.

To guide investor decision making, issuers provide direct access to their data room.

This enables independent evaluation of confidential transaction information.

Meet our people

Itay Blasenheim sketch
Global Head
Itay Blasenheim
Global Head of Direct Private Investments

Itay has overall responsibility for curating direct and co-investment deals to our institutional-like private clients. He serves as the global nexus of all private transaction sourcing, management and distribution.

Before joining Citi, Itay worked for J.P. Morgan Private Bank, where he was responsible for building and managing Morgan Private Ventures, its direct deals and co-investments platform. He was also a partner in J.P. Morgan’s Junius Real Estate Partners, and a key contributor in building the Highbridge and Gavea funds.

Previously, Itay was an attorney at Kirkland & Ellis and Debevoise & Plimpton.

He is an advisory board member of Sakara Life and a member of Caravan Wellness.

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Itay Blasenheim sketch
Global Head
Itay Blasenheim
Global Head of Direct Private Investments

Itay has overall responsibility for curating direct and co-investment deals to our institutional-like private clients. He serves as the global nexus of all private transaction sourcing, management and distribution.

Before joining Citi, Itay worked for J.P. Morgan Private Bank, where he was responsible for building and managing Morgan Private Ventures, its direct deals and co-investments platform. He was also a partner in J.P. Morgan’s Junius Real Estate Partners, and a key contributor in building the Highbridge and Gavea funds.

Previously, Itay was an attorney at Kirkland & Ellis and Debevoise & Plimpton.

He is an advisory board member of Sakara Life and a member of Caravan Wellness.

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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

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James Holder
Global Head of Citi Private Capital Group

James has overall responsibility for addressing the needs of Citi Private Capital Group’s clients.

Previously, James was Global Market Manager for Northern Europe, also overseeing the coverage of family office clients across EMEA.

Before joining the Private Bank from Barclays in 2005, James was founding partner and finance director of a digital television start-up venture. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice. He joined has also worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel.

James graduated from Manchester University in 1992 with a bachelor’s in economics. He is a fellow of the Institute of Chartered Accountants in England and Wales.

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Harlin Singh Urofsky
Global Head of Sustainable Investing

As Global 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.

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OUTLOOK

Mid-Year Outlook 2021

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Insights

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

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Contact us

To help us put you in touch with the right advisor or team, please answer the following questions.

To qualify, you must meet certain requirements as an institutional and/or professional investor.

Prospects who do not have a relationship with Citi Private Bank are not eligible.

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