Citigroup is simplifying the management structure in its private bank following the departure of Ida Liu, who announced Monday that she will resign this month after 18 years at the megabank. Effective ...

NEW YORK--(BUSINESS WIRE)--Citi Private Bank’s Family Office Group today released the results of its 2022 Family Office Survey, capturing the thinking and behaviors of some of the most diverse family ...

Citibank has announced that one of it’s long-time employees and senior leaders is to retire after 22 years. Halé Behzadi, head of Citi Private Bank North America, will leave the firm at the end of ...

Citi Private Bank announced today that it’s hired yet another executive from U.S. Trust, the wealth management arm of Bank of America Corp. Charles Merrill, a namesake but no relation to one of the ...

Merrill Lynch scooped up a four-person Citi Private Bank team that manages $1 billion in client assets. The team, which is based in Connecticut and New York is led by Frank A. Falco, who will be based ...

NEW YORK--(BUSINESS WIRE)--Citi Private Bank today released The Future of Family Enterprise: Turbulence and Transformation in the 2020s, a report that’s the result of a year-long study in ...

Citi’s decision to create a single wealth-management platform in early 2021, Citi Global Wealth (CGW), is bearing fruit. The new model was a tacit admission that the old one needed more than a tweak.

Christopher Adams returns to Citi in a new position as managing director of investment finance in the firm’s New York office. Citi Private Bank has hired Morgan Stanley Private Bank executive ...

The world’s ultra-high net worth individuals and families share common values and behaviors. They have an inherent desire to drive progress and make the world better for others while being ...

Blair Ege has joined Citi Private Bank in its Washington, DC, office as director and ultra-high-net-worth private banker, the firm announced Monday. Ege joins Citi Private Bank from BNY Mellon in ...

By offering a holistic proposition that combines the products and services of Citigold Private Client and the Citi Prestige ...

Citi plans to launch a crypto custody service by 2026, while JPMorgan Chase says that custody is “not on the table.” ...