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Portfolio analytics

The Global Investment Lab is a unique team dedicated to helping you understand what really matters in your portfolio and the opportunities open to you.

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As your wealth grows, the needs of your investment portfolio typically become increasingly complex.

Understanding your true risk exposures can be especially challenging, for example, when you have many holdings across multiple providers.

The Global Investment Lab is a unique team dedicated to providing institutional-caliber advice in relation to portfolio construction, risk management and investment strategy.

Among those whom we regularly serve are wealthy individuals and their businesses, trusts, endowments and foundations and family offices.

Our professionals begin by gaining a full understanding of your situation and goals in order to uncover risk exposures and potential opportunities in your portfolio.

As well as your core and opportunistic portfolios, we assess your other assets, liabilities and business interests in light of your investment goals and risk appetite.

To do so, we employ sophisticated, proprietary modeling techniques.

Our areas of focus include portfolio risk assessment, investment strategies and customized portfolio construction across asset classes.

Among the many issues we can advise upon are managing concentrated positions, developing a private equity commitment strategy, establishing a philanthropic foundation and a strategy to meet education costs.

The Lab applies global perspectives and sophisticated analytics to assist those with particularly specialized or complex needs.

Philip Watson
Head of Global Investment Lab and Chief Innovation Officer for the Private Bank
How we serve you
Global insights and local perspectives
The Global Investment Lab has professionals based in New York, Beverly Hills, Miami, Toronto, London, Geneva, Dubai, Hong Kong and Singapore.

They apply global insights as well as local perspectives when providing strategies customized to your needs.

Our quantitative and qualitative analysis supplies the framework for developing your portfolio, as well as actual implementation possibilities.

Holistic view of your wealth
The Lab undertakes in-depth analysis of your entire wealth, across all your banking relationships.

We approach your investment portfolio as an accumulation of risk exposures.

Our analysis therefore aims to consider your wealth holistically.

At your request, we can also undertake specialized analysis of areas of your portfolio where you need even deeper insights.

Actionable insights
Having identified your risks and opportunities, we apply innovative problem-solving skills to create actionable insights.

Based on these, we create for you a wholly personalized strategy.

We then work with you, your Banker and your Investment Counselor to implement this strategy.

Meet our people

Philip Watson sketch
Global Head
Philip Watson
Head of the Global Investment Lab

Based in London, Philip has overall responsibility for the creation and delivery of innovative and holistic wealth management strategies, asset allocations and risk management to individuals and family offices across the world.

With over twenty years’ financial industry experience, he held various roles across Citi’s Institutional Clients Group before joining the Private Bank.

In addition to leading the Global Investment Lab, Philip serves as the Private Bank’s Chief Innovation Officer. In this role, he supports clients by sharing insights and perspectives on key trends and emerging technologies, and by connecting them to resources from across Citi's innovation network.

Philip graduated from Leeds University with a degree in economics and French.

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Philip Watson sketch
Global Head
Philip Watson
Head of the Global Investment Lab

Based in London, Philip has overall responsibility for the creation and delivery of innovative and holistic wealth management strategies, asset allocations and risk management to individuals and family offices across the world.

With over twenty years’ financial industry experience, he held various roles across Citi’s Institutional Clients Group before joining the Private Bank.

In addition to leading the Global Investment Lab, Philip serves as the Private Bank’s Chief Innovation Officer. In this role, he supports clients by sharing insights and perspectives on key trends and emerging technologies, and by connecting them to resources from across Citi's innovation network.

Philip graduated from Leeds University with a degree in economics and French.

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Shu Zhang
Head of Global Investment Lab
North America

Based in New York, Shu oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.

Prior to the Private Bank, Shu was Head of Portfolio Construction at US Investment Solutions at UBS Financial Services. Previously, she conducted manager due diligence and managed $12 billion in sub-advisory funds within the Investment Management Group of Diversified Investment Advisors. She also served at BARRA RogersCasey, a pension consulting firm, where she serviced large pension plans.

Shu gained an MBA from Northeastern University and holds the CFA designation.

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Juan Francisco Clemenza
Head of Global Investment Lab
Latin America

Based in New York, Juan Francisco leads a team of portfolio analysts that provides advice on portfolio construction, risk analytics and investment strategy to individuals and their family offices from across Latin America.

He has over ten years of experience in the financial industry. Previously, he was a senior analyst at Bloomberg.

Juan Francisco has a bachelor’s degree in electrical engineering from Simón Bolívar University in Caracas, Venezuela and a master’s in electrical engineering from Columbia University in New York.

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Vamsi Sukhavasi
Head of Global Investment Lab
EUROPE, MIDDLE EAST AND AFRICA

Based in London, Vamsi oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.

Before joining the Private Bank, Vamsi worked in strategy, M&A and operations for Citi in India, Spain, South Korea, Singapore and the UAE.

Vamsi holds the CFA and CAIA designations and has a master’s in finance from Singapore Management University and an MBA.

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Rajesh Adwalpalker
Head of Global Investment Lab
Asia-Pacific

Rajesh oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across Asia-Pacific.

Previously, he worked as a product specialist providing fund-linked solutions and as a Treasury analyst, building ALM/market risk models used to manage liquidity and interest rate risks for Citigroup. He has more than seventeen years banking experience.

Rajesh is a graduate of the Indian Institute of Technology, Delhi and did his postgraduate studies at the Indian Institute of Management, Lucknow. He holds the Chartered Financial Analyst and Financial Risk Manager designations.

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OUTLOOK

Outlook 2021

In Outlook 2021, we put forward positive actions for your portfolio in this new economic cycle. We urge you to determine the amount of cash you really need to hold over the coming years and to put the rest to work.

Find out more

Global citizens

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

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Global Citizens
Experience creator
ALAN FAENA

“Giving new life to a city is one of the most beautiful things that anyone can do,” says Alan Faena, as he looks out on the Miami neighbourhood that now bears his name. “It’s one of the things I’m most proud of, both here and back home in Buenos Aires. These are my gifts to the people, not only for today’s generation but also for future generations.” And what a gift the Faena District is indeed.

Spanning five blocks adjacent to the white sands of Miami Beach, the neighborhood is nothing less than an urban oasis of sensory delights. Its buildings – old and new – somehow fuse perfectly with their natural surroundings. Absolutely nothing is mundane here, not even the multistory parking garage, whose exterior could easily pass for that of an ultra-modern cultural center or designer shopping mall. Incidentally, the Faena District also possesses both of those things.

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Global Citizens
Adriana Cisneros
ADRIANA CISNEROS

“I think it’s something like less than one third of family businesses that make it from the first to the second generation and half of those don’t make it to the third generation,” says Adriana Cisneros. “I’m the third generation in our business, so I really hope I’m going to be one of those that survives. Who knows, I might completely mess up, but hopefully not.” Messing up seems a rather unlikely prospect going by Adriana’s record to date. The company is in robust health under her leadership. She has recently returned from a whistle-stop tour of Central and South America, where Cisneros Interactive has become the sole reseller of Facebook in nine countries, the only nations on earth where the social media giant will not manage its own sales.

Facebook chose to work through Cisneros Interactive because it already has the region’s most advanced advertising network. “I started Cisneros Interactive, our digital division four years ago,” says Adriana. “Our aim from the outset has been to create the largest advertising network in Latin America and also the smartest. When we began, others were trying to do similar things, but in a very country-specific way. No one really dared to do it pan-regionally. I used the same architecture to build the business that my father did when he brought satellite television to Latin America three decades ago.”

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Global Citizens
The Brown family & NFI: Keeping North America running
SID BROWN

I went to Georgetown University, where I majored in finance. After graduation, I went to New York, where I worked for two years in investment banking at Morgan Stanley, before attending Harvard Business School. At that point, I had to decide if I wanted to go back into investment banking or return to the family business. It was 1983 and NFI was primarily a trucking business with very small warehousing, real estate, and truck leasing components.

I’m not completely sure exactly what I was thinking at the time, but I probably felt a certain obligation to join the family business. I’d kind of grown up within NFI. From junior high school onwards, I’d always helped out at the company during summer vacations. I’d worked in the maintenance shop and as a loader in the warehouse. We had always discussed business around the family table as far back as I can remember. So I guess you could say it was in my blood.

When I entered the business, I also had two brothers and a sister working alongside me. So I not only had to figure out how to work with my father, but also with my siblings too. As we were coming up through the ranks, our father wisely refused to appoint any of us as his successor. ‘If I pick one of you,’ he said to us, ‘the others will always resent me and our relationship will suffer.’ Instead, he told us to work it out among ourselves, after which he would sell the business to us.

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Global Citizens
Fighting an asymmetric war
MOHAMED AMERSI

Problem-solving and progress-making are second nature to Mohamed Amersi. For many years, he worked as a lawyer for two of the world’s leading firms, focusing upon highly complex equity-related deals. He subsequently set up his own advisory and investment firm specializing in technology, media, and telecoms. In 2015, he and his family created the Amersi Foundation, which particularly supports causes relating to education, poverty, conflict, and social cohesion.

The pandemic has definitely felt like a war at times. But it’s an unusual, asymmetric kind of war. The enemy we’re fighting is one that we can’t see or touch. It doesn’t deploy tanks, fire bullets or have a nuclear arsenal. But it does have hidden bases in pretty much every single part of the Earth. And our current weaponry is unable to defeat this enemy – an enemy that is only interested in killing us.

Like most people, I have had to learn a lot very quickly about COVID-19. I had no in-depth understanding of what ‘triaging,’ ‘social distancing,’ and ‘self-isolation’ were all about. We’ve all learned a completely new lexicon, a new way of living and have a new way of thinking about things. It’s a strange paradox, but we’ve had to stay apart in order to come together against this pandemic.

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