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.

Don leads our US and Canadian private banking activities, spanning 25 offices across North America.

With four decades of experience in finance, including extensive work with UHNW individuals and their families, he previously spent 30 years at Merrill Lynch. His last role there was as Head of Merrill Private Wealth Management, International and Institutional groups.

Prior to that, Don served as the Division Executive for Merrill’s Southeast Division. He originally joined Merrill as a financial advisor in 1990.

Don holds a bachelor’s degree in economics and business administration from State University at Albany and is a Certified Investment Management Analyst®. 

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. 

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. 

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 is responsible for delivering timely investments strategies and intellectual content to clients. He is also a member of the Private Bank’s Global Leadership Team.

Prior to his current role, Lisandro was Head of Investments for Latin America, overseeing sales of capital markets strategies, discretionary and advisory investments, and alternatives throughout the region. He also served as Head of the Investment Lab for Latin America, where he led a team responsible for asset allocation, portfolio construction, investments analytics, and risk management. 

Lisandro rejoined Citi from BAP Capital, a distressed real estate fund. Previously, he worked for Citi's Global Pension Investments Group. Before Citi, he spent four years at J.P. Morgan as an equity research associate. 

Lisandro holds a Bachelor of Business Administration from Loyola University New Orleans, and an MBA from Harvard Business School. 

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.

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.

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.

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.

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.