Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.

We can customize these strategies according to your individual requirements, such as your sustainable investment objectives and risk profile.

Our research, due diligence and oversight provide the foundation for every investment within your portfolio.

These include equity, fixed income, multi-asset class and alternative investment strategies from third-party managers who we vet extensively.

We utilize a core and opportunistic wealth framework, in which we identify a broadly diversified core portfolio based on the long-term plan we create for you using our proprietary asset allocation methodology.

This core portfolio is complemented by an opportunistic portfolio that seeks enhanced risk-adjusted returns by exploiting periodic short- or long-term opportunities.

Our unique perspective on building and preserving wealth over generations drives every aspect of our investment management process.

How we serve you

INSTITUTIONAL QUALITY

Our discretionary portfolio managers draw upon Citi’s institutional resources, while our culture of discipline, risk management, and interests are aligned and transparent.

Our platform delivers a range of core, opportunistic and thematic strategies across asset classes from proprietary and extensively vetted third-party managers.

As part of our investment management services, we offer direct portfolio manager access, complete transparency into your holdings, and in-depth updates on performance and strategy.

GLOBAL OPPORTUNITIES

We combine Citi’s global reach with local expertise to provide you with a wide range of opportunities in both emerging and developed markets.

These dual perspectives allow us to craft diversified core portfolios complemented by timely, opportunistic investments that seek to deliver enhanced, risk-adjusted returns.

CUSTOMIZED APPROACH

Every engagement with you begins with an in-depth understanding of your risk and return parameters, liquidity needs, and investment time horizon.

Our holistic advice incorporates your personal goals, from legacy planning to sustainability, as well as any plans created by our wealth management teams.

For eligible clients, we also offer wholly bespoke portfolio management service.

Meet our people

OUTLOOK

Wealth Outlook 2024

Our global economic outlook for the year ahead

 

Growth will slow in early 2024, but we see no synchronized collapse across the global economy, as many fear. 

Insights

See our wealth advisory insights and the issue that matter for your wealth.

Insights

See our wealth advisory insights and the issue that matter for your wealth.

Global citizens

The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.

Contact us

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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.

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 Private Client

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