World markets are still getting back to normal post-Covid, with various forces playing a role in increasing levels of volatility and uncertainty. So how should investors react to this scenario? Andy Sieg, Head of Citi Wealth, discussed the importance of a 5 or 10 year goal when assessing investment objectives. Making investment decisions based on political or geopolitical headlines is usually not a good strategy. Read the full article: https://on.citi/4dLlwlO
About us
We are dedicated to serving worldly and wealthy individuals and their families with private banking services around the world. Our clients have business, investment, real estate and family interests in multiple geographic regions, requiring a customized private banking approach that’s entirely connected. Our Global Client Service enables our wealth experts across geographies to unite and form one dedicated team around our clients’ global needs. The Private Bank works in close partnership with Citi’s Institutional Clients Group. This enables us to connect our clients’ businesses to the same corporate and investment banking services from which the world’s top companies and governments benefit. We serve more than 1,400 global family offices worldwide, not only helping them invest, borrow, manage cash and plan, but also advising them on industry best practices and connect them to their peers via our renowned events program. We also assist our clients in navigating wealth legacy issues across borders for future generations. In short, we provide Private Banking for Global Citizens.
- Website
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https://www.privatebank.citibank.com/
External link for Citi Private Bank
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- New York
- Founded
- 1812
- Specialties
- Private Banking, UHNW, Family Office, Investments, Banking, Trust, Wealth planning, Real estate, Art finance, Art advisory, Aircraft finance, Sports finance, Custody, Financial planning, Cash management, Escrow, Lending, Home financing, and Private capital
Updates
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Citi Private Bank reposted this
Exciting visit with our Citi Private Bank Florida Team! I have the pleasure of spending time with our amazing team in Florida this week. It's always energizing to connect in person and see firsthand the dedication and passion everyone brings to our mission. From strategy sessions to discussions on enhancing client experiences, we are continuously working together to ensure our clients receive the highest level of service and advice. Grateful for this incredible team and look forward to the great things we will accomplish together. Onward and upward! #Teamwork #Leadership #ClientSuccess #WealthManagement
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Much as stock prices can be charted with equity indices, the VIX index shows the levels of volatility of the S&P 500 index. While higher volatility often correlates with market corrections, we see that any spikes in volatility tend to be transient, while markets have grown over time. In an environment of uncertainty, staying invested for the long-term has historically been a successful strategy. Learn more about investing through uncertain markets. https://on.citi/4fSVdLO
Citi Private Bank | The Value of Staying Invested
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During the second quarter of 2024, our family office clients continued to allocate more to equities and hedge funds. There has also been a modest renewal of interest in fixed income. We explore the recent asset allocation and portfolio moves of some of the world’s most sophisticated and qualified investors in our latest Family Office Investment Report. https://on.citi/4fJrlS7
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Citi Private Bank remains committed to providing unparalleled services to our clients and their families in France. Recently, we had the privilege of bringing together our esteemed clients for a celebration of sportsmanship, unity, and global talent in Paris. It was an extraordinary gathering that showcased our dedication to the region and created a memorable experience. The key takeaways – • As the wealth of our clients and their families becomes more global, it’s essential we provide cross-border services that help meet their complex financial needs and provide wealth management wherever they are in the world. • Our investment process guides clients by helping them preserve and grow their wealth for generations. A core portfolio can form the basis of this. • Being part of Citi also allows our private banking team to leverage the insights from other parts of the bank, and create a global network of opportunity for our clients and their business. Find out more about our approach: https://on.citi/3StD7pP
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Citi Private Bank reposted this
Congratulations to Kerry White, Head of Portfolio Solutions for Citi Wealth, for receiving American Banker’s NEXT award. The award recognizes high-achieving women executives who are executing major projects, initiating meaningful change and shaping the future of financial services. Kerry’s leadership continues to set the standard for excellence across the industry. Learn more about Kerry and the award here: https://on.citi/3y7wYc1
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Antonio Gonzales, Citi Private Bank Head for Latin America, spoke with Bloomberg Línea in Brazil about Citi's global expertise and ability to serve clients wherever they prefer to be in the world. These are important differentiators to achieve the growth strategy to double Citi Wealth's business in Latin America in the medium term. Read the interview here: https://on.citi/4d9LH5a
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Family offices are becoming more important globally, expanding from a handful in the 1980s to around 15,000 offices today, representing an estimated $5.9tn in assets as of January this year. Hannes Hofmann, Head of our Family Office Group, highlights their increasingly important role in the financial system and how family offices are contributing to the global economy by providing capital and financing for companies and institutions. https://on.citi/3S9ngMV
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For many families, it can be difficult to begin conversations around making an impact and creating a lasting legacy, particularly as wealth begins to transfer to the next generation of leaders. So how do we kick start the conversation? Karen M. Kardos, Head of philanthropic advisory speaks with Professional Wealth Management (PWM) on the importance of relationships in private banking to help understand each client’s goals and support them through their philanthropic endeavours. https://on.citi/3xMXxTx
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When analyzing hedge fund risks, investors have often failed to focus enough on operational issues. Instead, they have tended to concentrate on investment risks, such as volatility of returns and manager risk. But are you aware of these additional and less obvious risks? https://on.citi/45FTm8M