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

Halé Behzadi

Head of North America

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Halé leads Citi Private Bank’s North America operations and is a member of the Private Bank’s Global Leadership Team.

She has more than three decades of experience serving ultra-high net worth families, most recently as Global Market Manager of the Western Region. Prior to joining Citi in 2002, she worked for Bank of America, directing a team of private banking professionals in Beverly Hills, California.

Halé recently received the Deborah Award from the Anti-Defamation League for her leadership and civic contributions. She is also a member of the Executive Committee and Board of Governors of the Los Angeles Economic Development Corporation.

Halé has a bachelor’s in economics from Georgetown University, where she is an active member of the Georgetown Institute for Women, Peace and Security.

Global Head

Steven Lo

Head of Asia Pacific

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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.

Iain Armitage

Head of Markets
Citi Global Wealth Investments
We deliver institutional-quality investment products and market insights to private clients with sophisticated needs.

Meet our wealth expert

Iain Armitage is Head of Markets for Citi Global Wealth. Iain’s team provide investment advice and execution services across all traded markets including equity, fixed income, foreign exchange and commodity markets. He is based in London.

Iain has worked at Citi for over 29 years and prior to his current role was the Regional Head of Investments for the Private Bank in EMEA.

Prior to this, Iain worked for Global Markets in Citi’s Institutional Clients Group including roles as Global Head of Commodity Investor Sales, Head of Fixed Income Derivatives Sales in Japan and as a fixed income derivative salesperson in Europe.

Iain holds a bachelor’s degree in economics from Durham University.

Global Head

James Holder

Head of Europe

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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.

Global Head

Eliza Deliyannides

Head of Client Engagement and Marketing

Meet our wealth expert

Based in London, Eliza has overall responsibility for the Private Bank’s marketing strategy worldwide, seeking to deliver exceptional client experiences.

Eliza has extensive experience spanning strategic marketing, product development, product management, operations, and special projects. 

Before re-joining Citi in 2011, Eliza held senior global positions with institutional asset management firms including Natixis, F&C, and Deutsche/Scudder. She began her career as a strategic and supply analyst at Mobil Oil.

Eliza has a bachelor’s in mechanical engineering from the University of Manchester Institute of Science and Technology.

Murtuza Rasiwala

Interim Head of Deposits, Custody and Mortgages
Americas
“Our dedicated team is experienced in structuring bespoke strategies to provide clients liquidity using their financial assets as collateral”

Meet our wealth expert

Murtuza has overall responsibility for addressing our clients’ needs across deposits, including product development, sales of liquidity and cash management strategies.

Also leading our Custody team, Murtuza oversees strategies and transaction servicing to ultra-high-net-worth individuals, family offices and other clients.

Additionally, he heads our Residential Real Estate business, with a focus on mortgage origination, underwriting and operations.

Prior to this role, Murtuza was Head of Deposits and Mortgages for Citi Private Bank and Wealth at Work Americas.

With nearly two decades of private banking experience, he has also led the Private Assets Lending business and Margin and Securities-Backed Lending, working with clients in North America, Latin America, EMEA and Asia.

Murtuza has an MBA in Finance from Nanyang Technological University Singapore. He also holds the Chartered Financial Analyst qualification.

Global Head

Aashish Ponda

Head of Investment Finance

Meet our wealth expert

Aashish leads a team of specialists who provide tailored financing strategies to our clients and their businesses across the Americas, including real estate, art, aircraft, sports, securities and unsecured lending.

Aashish joined Citi in 2005 as a portfolio manager and head of the Asian credit business, based in Singapore. Prior to his current role, he also served as the Head of Investment Finance in South East Asia and as Global Head of Margin & Securities Backed Finance.

Before Citi, Aashish held roles at Partner Aman Capital Management, UBS, Zurich Capital Markets, and ABN AMRO.

Aashish is a Chartered Accountant and holds bachelor’s degrees in commerce and law from the University of Bombay.

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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 Private Client

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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.

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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.

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