Skip navigation links

Verity Worsfold

Verity Worsfold

Head of Portfolio Strategy
Citi Wealth Investment Lab

Meet our wealth expert

Verity leads the Investment Lab’s team of portfolio strategists, providing clients worldwide with thought leadership and guidance in relation to asset allocation and portfolio construction, as well as investment strategies.

Prior to this role, Verity was part of the multi-asset portfolio solutions team at DWS, advising institutions across EMEA on a range of investment strategies and solutions. Before that, she worked in derivatives structuring roles at J.P. Morgan Private Bank in London and in the Global Markets teams at UBS and J.P. Morgan in London and Hong Kong.

Verity holds a bachelor’s in economics from the London School of Economics. She also holds a master’s in economics from the University of Toronto and an MBA from INSEAD.

Close Dialog

Insights

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

View all insights
The case for thematic investing
PORTFOLIO ANALYTICS

The case for thematic investing

VERITY WORSFOLD - ZAC TATE
October 1, 2024

Thematic investing has attracted significant inflows of capital in recent years. We consider the potential of building exposure to themes in portfolios.

Learn more about The case for thematic investing
Managing reinvestment risk
PORTFOLIO ANALYTICS

Managing reinvestment risk

VERITY WORSFOLD - MICHELLE NAJUL
August 28, 2024

Higher short-term interest rates may make income from short-dated fixed income investments seem attractive. Reinvestment risk is the risk that the same level of income may no longer be available when it’s time for the cash flows from current investments to be reinvested.

Learn more about Managing reinvestment risk
The case for getting and staying invested near market highs
PORTFOLIO ANALYTICS

The case for getting and staying invested near market highs

VERITY WORSFOLD - CHRIS LAI
August 19, 2024

Investors often fear buying or holding when markets are up strongly and are near all-time highs. Historically, though, subsequent returns have been decent.

Learn more about The case for getting and staying invested near market highs
The cost of cashing out
PORTFOLIO ANALYTICS

The cost of cashing out

VERITY WORSFOLD - ZAC TATE
August 2, 2024

When conditions become volatile, it can be tempting to try to “time the market” by waiting to buy in cheaper or once a rally begins. However, history shows that investing like this can lead to long-term underperformance compared to remaining fully invested

Learn more about The cost of cashing out

Insights

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

View all insights

Comprehensive services for your wealth

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

 

View all offerings
INVESTMENT

Global access

Investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers.

MANAGEMENT

Manage your cash and more

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

LIFESTYLE

Finance your assets

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

LEGACY

Build an enduring legacy

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

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate | Citibank, N.A. Hong Kong / Singapore Branch Environmental Risk Management Disclosure for Discretionary Asset Management

To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

© 2016 - 2024 Citigroup Inc.