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Why us?

We offer you customized private banking that crosses borders. We connect you to opportunities globally and introduce you to a unique network of your peers. Our focus is always upon you and the needs of your wealth.

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What makes us different

Citi Private Bank is like no other. We take a distinctive approach to serving our unique clients.
Community
We exist to serve the world’s wealthiest individuals and families. We believe this focus enables us to offer highly personalized attention to our clients’ needs. We also provide regular opportunities for you to meet your peers from around the world at events that inform, educate and entertain.
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Shared values
While our clients hail from more than 100 nations and from many walks of life, they share certain values and behaviors that transcend national borders. We call these values and behaviors “global citizenship.”
Global reach

The Private Bank is part of Citi, one of the world’s largest financial institutions.

With a network spanning 162 countries and jurisdictions across six continents, Citi serves over 100 million consumers and an institutional client base of around 13,000.

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Institutional caliber

The Private Bank has a close partnership with Citi’s Institutional Clients Group. As a result, our qualified private banking clients can benefit from many of the same resources and services as the world’s major institutional investors.

Our accolades

It is our privilege to serve some of the world’s wealthiest individuals and their families. And we are proud that our efforts on their behalf have received frequent recognition in industry awards. Such accolades are a testament to the dedication of our teams around the world.

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Beyond borders

We can offer clients a Private Banker in every global region where they desire one, helping to meet the needs of their increasingly global families, businesses and investments.

Shared values
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Shared values
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Global citizens – while proud citizens of their home countries – are increasingly global in their presence, thinking and activities. They have family members, homes, businesses, investments and homes across many countries. They are natural entrepreneurs and innovators. They invest thoughtfully and give back to their communities and society in many ways. It is our privilege to serve our global citizen clients and we proudly share their values.

Institutional caliber
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Institutional caliber
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The Private Bank is also an integral part of Citi Global Wealth, Citi’s unified wealth management organization.

Citi Global Wealth was created in January 2021 by bringing together wealth management teams from Citi’s Global Consumer Banking with the Private Bank.

It serves individuals and families across the wealth continuum, from the affluent segment to ultra-high net worth clients.

Citi Global Wealth combines the full force of Citi’s global reach, institutional resources, and talent.

Its mission is help clients preserve and build wealth for themselves, their families and for future generations.

Beyond borders
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Beyond borders
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Our Global Client Service seamlessly provides banking, financing, investments and wealth planning across the world.  

Global opportunities, close partnership between private banking teams, and consolidated reporting are the hallmarks of our Global Client Service.

Comprehensive services for your wealth

We customize our offering to help you protect and grow your wealth.

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Investment
Global access
Investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers.
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Management
Manage your cash and more

Management of your cash, safeguarding your assets and transactions, and development of your financial strategy.

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Lifestyle
Finance your assets

Financing for a broad range of investments, including securities, art, aircraft, sports leagues, teams and stadiums, and law firms.

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Legacy
Build an enduring legacy

Wealth planning services, strategies to guide your philanthropy, and preparation of your heirs and business successors.

Meet our people

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Global Head
Ida Liu
Global Head of Private Banking, Citi Global Wealth
Providing best-in-class investment strategies to individuals and families.

Ida leads the Private Bank globally and is a member of Citi Global Wealth’s Leadership Team.

Between 2019 and 2021, Ida had overall responsibility for the Private Bank throughout North America. Previously, she was Global Market Manager for New York and also the founder of Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching the Fashion, Retail and Entertainment Group.

Before joining Citi, Ida was Global Head of Sales, Marketing, Public Relations and Business Development at Vivienne Tam, a women’s wear design house. Having begun her career in mergers and acquisitions at BT Wolfensohn – now Deutsche Bank – Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century.

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Ida Liu image
Global Head
Ida Liu
Global Head of Private Banking, Citi Global Wealth

Ida leads the Private Bank globally and is a member of Citi Global Wealth’s Leadership Team.

Between 2019 and 2021, Ida had overall responsibility for the Private Bank throughout North America. Previously, she was Global Market Manager for New York and also the founder of Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching the Fashion, Retail and Entertainment Group.

Before joining Citi, Ida was Global Head of Sales, Marketing, Public Relations and Business Development at Vivienne Tam, a women’s wear design house. Having begun her career in mergers and acquisitions at BT Wolfensohn – now Deutsche Bank – Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century.

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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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Luigi Pigorini
Regional Head
Europe, Middle East and Africa

Luigi Pigorini is the Region Head of Citi Private Bank for Europe, the Middle East and Africa.

With over 30 years’ experience in the financial sector, Luigi oversees all aspects of the Private Bank’s operations in Europe, the Middle East and Africa.

Luigi started his career at Citi as a Relationship Manager in the Shipping Finance Department of Citibank's Global Relationship Bank, and during his career has covered a variety of regional and global roles in fixed income, risk management, and corporate and investment banking.

Luigi graduated from Columbia University in New York, with a Master’s in Business Administration, majoring in Finance. He also holds a BSc in Economics from Queen Mary College, University of London.

Citi Private Bank’s operations in Europe, the Middle East and Africa are dedicated to serving the most influential families in the region from offices in Jersey, Israel, Monaco, Spain, Switzerland, the United Arab Emirates, and the United Kingdom, providing a broad range of investment advice and solutions, as well as lending, banking and cash management, custody, and trust services. 

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Steven Lo
CO-HEAD OF CITI GLOBAL WEALTH
Asia Pacific

Steven has overall responsibility for the Private Bank and Citi Global Wealth across the region.

Previously, he was Global Market Manager for Hong Kong. Before that, he held various other senior positions, including Global Market Manager for Thailand and Vietnam.

Steven began his career with the Private Bank in 1991, initially working in Vancouver and subsequently in New York.

He is a member of the Citi Asia Operating Committee and Chairman of the Board of Directors of Citibank (China) Co. Ltd.

Steven holds a bachelor’s in social administration from Loughborough University in the UK,  and earned his MBA from Warwick University.

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Giuliano Malacarne caricature
Giuliano Malacarne
Head of Investment Finance

Giuliano has overall responsibility for the investment finance and banking offerings of the Private Bank and of Citi Global Wealth worldwide.

Previously, he served as Citi Country Officer for Italy, Italian Global Consumer Bank Market Manager, and Head of the Financial Institutions Group for Italy. He began his career at Citi in 1986 as an executive trainee on the Italian corporate team, fulfilling various roles within the corporate bank in Italy and New York.

Giuliano has held several board positions including Citifinancial Italia SpA, Associazione Bancaria Italiana (Italian Banking Association) and Associazione Italiana Banche Estere (Association of Foreign Banks in Italy). He holds a bachelor’s degree in economics from Bocconi University.

 

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Mehrnaz (Naz) Vahid
Head of Law Firm Group

Since 2009, Naz has led the Law Firm Group business, bringing more than three decades of experience to providing financial advice and services to our attorney and law firm clients.

Previously, Naz served as the Global Market Manager for London and the US East Coast and was a senior Private Banker for more than 15 years.

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