Private Bank
Find out more about Private Banking in North
America, our work, our clients, and the deals that we’ve been part
of.
What is Private Banking?
Citi Private Bank, one of the world's leading private banks with
over 120 offices in more than 30 countries, provides clients with
comprehensive solutions and access to capital. Most often our
clients are financial sponsors, real estate investors and
entrepreneurs. Our private bankers act as trusted advisors,
designing and coordinating solutions for individual client needs,
with an emphasis on personalized, confidential service. Our focus
is on providing the financial and intellectual capital our clients
need to grow and protect their businesses and personal assets.
What service do we provide to our
clients?
Although Citi Private Bank's global clients possess a variety of
backgrounds, lifestyles and aspirations, all share common goals:
increasing the potential value of their assets, reducing risk and
managing their portfolios effectively. Our bankers and product
specialists help them achieve these goals.
Our investment, banking and wealth advisory services are built
upon three core capabilities: financing services to address our
clients' need for liquidity, capital markets solutions to help
manage the risks of concentrated asset positions, and a wide
spectrum of investment management strategies, including those aimed
at counterbalancing the effects of highly correlated assets. We
offer industry-leading insights, proprietary technologies and
consultative services for areas of interest to our clients
including family, art and philanthropic advisory.
Our highly personalized service is the hallmark of the
relationships we have built with our clients and we are proud to
have earned, through numerous awards and accolades, our reputation
as one of the world's foremost private banking organizations.
How are we structured?
As part of Global Wealth Management, Citi Private Bank provides
personalized services through a global network of nearly 500
private bankers and 300 product specialists. We leverage our
extensive experience with clients' needs and our access to the
Global Corporate and Investment Bank to provide clients with
comprehensive investment management, investment finance and banking
services including asset allocation, separately managed accounts,
alternative investment strategies and financial planning.
The right asset allocation strategy serves as a key pillar of
our clients' entire financial pictures. Our proprietary Whole Net
Worth asset allocation model provides optimized allocation
recommendations incorporating virtually all asset classes available
to High Net Worth clients, including illiquid assets such as
private equity, real estate and privately held businesses. By
working within this framework, we define our clients' personal
investment objectives and explore risk/return tradeoffs to arrive
at an asset allocation and investment strategy suited to their
whole financial picture.
Separately managed accounts help our clients build wealth over
the long-term by providing a wide variety of investment
disciplines, experienced portfolio managers and high-quality
service. The individualized nature of these accounts allows for a
high degree of customization and the ability to manage assets on a
tax-sensitive basis. Our open architecture platform provides our
clients with access to over 400 investment options across all asset
classes.