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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.

What makes us different

Citi Private Bank is like no other. We take a distinctive approach to serving our unique clients.
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.
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.

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.

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.

Comprehensive services for your wealth

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

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

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

Finance your assets

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

Build an enduring legacy

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

Leadership Team

Global Head

Ida Liu

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

Ida leads Citi’s private banking activities globally, overseeing the delivery of wealth management solutions to ultra-high net worth families and their businesses. She is also a member of the Citi Global Wealth Leadership Team.

Previously, Ida led the Private Bank in North America. She joined the Private Bank in 2007, launching and heading the Fashion, Retail and Entertainment Group.

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

Ida has received many industry accolades including Barron’s 10 Most Influential Women in Wealth Management, Barron’s 100 Most Influential Women in U.S. Finance, Crain’s Notable Women on Wall Street and American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum and a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO).

Ida holds a bachelor’s from Wellesley College and an MBA from the Wharton School, University of Pennsylvania.


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

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

View all insights
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