Global Head

Ida Liu

Head of Citi Private Bank

Meet our wealth expert

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

Additionally, Ida is a member of the Citi Women Steering Committee and serves as co-lead of Citi's Asian Heritage Affinity.

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

In 2023, Ida was named on Barron’s fourth annual list of the 100 Most Influential Women in U.S. Finance.

Global Head

Antonio Gonzales

Head of Latin America

Meet our wealth expert

Antonio has overall responsibility for serving our clients in more than twenty countries in Latin America. Leading a team of over 400 professionals based across six offices in the US, Europe, and Latin America, he is also a member of the Private Bank’s Global Leadership team and the Latin America Operating Committee.

Previously, Antonio spent 18 years at J.P. Morgan, working in private banking, investments and asset management. Between 2021 and 2024, he led J.P. Morgan Private Bank in Brazil and before that was Head of Investments. Earlier in his career, he was a fixed income portfolio manager and helped launch JP Morgan’s Brazilian asset management business.

Antonio holds a bachelor’s degree in civil engineering from São Paulo University – POLI/USP. 

Steven Lo

Head of Asia North & Australia

Meet our wealth expert

Based in Hong Kong, Steven has overall responsibility for serving the needs of our clients across Asia North & Australia. He has more than 30 years of experience in wealth management, having joined Citi in 1991. He is a member of the Private Bank’s Global Leadership Team.

Steven was previously Co-Head of Citi Global Wealth Asia and Head of Citi Private Bank for Asia Pacific. His prior roles include Global Market Manager for Hong Kong, Thailand, and Vietnam. 

Steven holds a bachelor’s in social administration from Loughborough University and an MBA from Warwick University. 

Global Head

Lee Lung Nien

Chairman & Head of Asia South

Meet our wealth expert

Lung has overall responsibility for addressing the needs of our clients across Asia South. He joined the Private Bank in 2020.

With over 30 years’ experience in the financial services industry, Lung was previously CEO of Citi Malaysia. Prior roles included Co-Head of Corporate Sales and Structuring in Citi’s Markets business and Chief Operating Officer for Singapore and Anti-Money Laundering Business Head for Asia. He is a member of the Citi Private Bank Global Leadership Team.

Lung is a qualified Fellow Chartered Banker. He holds a bachelor’s in business administration from Chaminade University in the US.

Lisandro Chanlatte

Head of Investments
Latin America

Meet our wealth expert

Lisandro oversees the creation and delivery of innovative investment strategies, asset allocations and risk management to leading high net worth clients and family offices across Latin America.

Lisandro joined Citi from BAP Capital, a distressed real estate fund, where he was investment officer and before that was investment officer for Citi’s global pension investments group.

Global Head

Roger Bacon

Investment Advisory
Asia North, Australia & Asia South

Meet our wealth expert

Roger is responsible for all of our investments activities in Asia-Pacific.

Previously, he was Head of Citi Investment Management in the region. Roger has more than 27 years of asset management industry experience. He spent the first ten years of his career with JPMorgan Asset Management and its predecessor companies working in Asia, the UK and continental Europe. In 2004, he joined a prominent UK family office to set up and manage a substantial multi-asset-class investment program. As UBP’s Head of Hedge Fund Business in London, he helped build a multi-billion dollar discretionary and advisory customized hedge fund operation.

Roger has an honors degree, postgraduate diploma and MBA in International Financial Services from the University of London. He holds the Certified Private Wealth Professional designation.

Global Head

James Holder

Head of Europe

Meet our wealth expert

James has overall responsibility for addressing the needs of clients across Europe.

Previously, he was the Global Head of Citi Private Bank's Family Office Group, and prior to that the Global Market Manager for Northern Europe.

 Before joining Citi from Barclays in 2005, James was the founding partner and finance director of a digital television start-up venture. Earlier in his career, James worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice

James graduated from Manchester University with a bachelor’s in economics and is a fellow of the Institute of Chartered Accountants in England and Wales.

Rob Laughlin

Head of Trust & Wealth Planning
“We can help you create a meaningful and lasting legacy that protects your life’s achievements and unique holdings for those who are important to you, wherever they may be.”

Meet our wealth expert

Rob has overall responsibility for all aspects of trust and wealth planning services at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

Global Head

Selim Elgen

Head of Middle East & Africa

Meet our wealth expert

Selim has responsibility for addressing the needs of clients from the Middle East, Africa, Turkey and Israel, a role he has held since 2016.

He originally joined the Private Bank in 1994 as part of our management associate program.

Selim holds a bachelor’s in management from the London School of Economics.

Global Head

Jeremy Knowland

Head of UK & Jersey

Meet our wealth expert

Jeremy has overall responsibility for addressing the needs of clients across the UK and Jersey. In his previous role, he served as a team leader on the UK banking team, having joined Citi in 2005. Before that, Jeremy served as head of the onshore investment advisory team at Barclays Private Bank.

Jeremy is a qualified account (ACMA), a CFA charter holder and an affiliate member of the Chartered Institute for Securities & Investment.

Contact us

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

Are you an existing client?

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant  privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

What profile best describes you?

I would like to discuss an investment (USD) of

I would like to discuss an investment (USD) of

I would like to discuss an investment (USD) of

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

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

I am interested in

Aircraft Finance
Art Advisory & Finance
Banking
Custody
Family office
Investments
inerested_in
Lending
Real Estate
Trust

Please select at least one.

I am interested in

Aircraft Finance
Art Advisory & Finance
Banking
Custody
Family office
Investments
Law Firm
Lending
Real Estate
Trust

Please select at least one.

Job title & Company

Job title & Company

Location

Location

How would you like us to contact you?

How would you like us to contact you?

Please enter your contact details

Please enter your contact details

How did you hear about us?

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

How did you hear about us?

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

Thank you for your interest in Citi Private Bank. A member of our team will be in touch with you shortly.

Thank you for your contacting Citi Private Bank. A member of our team will be in touch with you shortly.