Preserving and growing great wealth requires a distinctive approach.

In our experience, the families who have remained among the world’s wealthiest for generations have typically built great investment portfolios that follow a disciplined, long-term plan.

We therefore customize a long-term investment plan that addresses your risk and return goals, as well as your other requirements.

This forms the basis of the complementary core and opportunistic portfolios that we then help you to build with our global team of asset management professionals.

To populate your core and opportunistic portfolios, we give you comprehensive access to global opportunities across all asset classes.

These opportunities are accessible via self-directed portfolios, discretionary managed portfolioscapital markets strategies, and extensively vetted third-party traditional and alternative investment managers.

As a close partner of Citi’s Institutional Clients Group, the Private Bank provides you with the same caliber of ideas, resources and opportunities as the world’s leading institutional investors receive

Our Global Client Service can provide even greater local access to opportunities in other regions of the world, with additional Private Bankers and Investment Counselors to serve you locally.

Our mission is to be the highest quality, most independent, research-driven global investments platform of any private bank.

How we serve you

OUR INVESTMENT PHILOSOPHY

Our Investment Philosophy guides our entire approach to helping you maintain, grow, and wisely manage your wealth. It rests on certain key principles:

Most of your wealth, apart from your business holdings, should be invested in a core portfolio diversified by asset class, geography and sources of return. Diversification is essential, as portfolios concentrated in few countries or asset classes are riskier and perform worse over time.

Market timing and cash hoarding are a fool’s game. Your core portfolio should be fully invested for the long term and regularly adjusted to remain in line with your customized investment plan.

Disciplined opportunistic investing can complement your core portfolio’s performance. Your alpha-seeking opportunistic portfolio’s investments can be short or long term, aiming to capitalize on market dislocations, your high-conviction beliefs, and preferred themes.

OUR INVESTMENT PROCESS

Your return goals, risk tolerance, and other criteria frame the strategic asset allocation we customize for you.

Our proprietary strategic asset allocation methodology estimates returns over a ten-year horizon based on valuations.

Higher return estimates likely lead to larger recommended allocations to an asset class, and lower estimates to small allocations.

Our methodology also treats severe losses during a market crisis – rather than volatility – as the most significant risk that you face.

The resulting allocations are tactically adjusted to reflect the recommendations of our Global Investment Committee.

Our discretionary managers also provide regular rebalancing and systematic risk management.

This disciplined approach to asset allocation and portfolio oversight enables you to remain fully invested for the long term.

For deeper insights into your core and opportunistic portfolios, our Global Investment Lab can perform a bespoke analysis to highlight risk exposures and potential opportunities.

YOUR DEDICATED INVESTMENTS TEAM

We take a team approach to addressing your portfolio’s needs.

Your Private Banker works closely with your Investment Counselor and teams of product and asset class specialists to provide customized investments advice, market perspectives and strategic insight into your portfolio.

Our team approach to your portfolios extends throughout the Private Bank, with timely insights into economics, asset classes and investment strategy from our Chief Investment Officer and Chief Investment Strategist, and Chief Economist.

Our Global Investment Lab is dedicated to analyzing your entire wealth and strives to uncover potential opportunities and risks.

As a Private Bank client, you can expect the same level of exceptional service in each region of the world where you may have business, family, or personal interests.

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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