Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified ...

Citi Wealth and Advyzon launch a global UMA program with multi-currency, alternative investments and enhanced client ...

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.

Citi Wealth has announced that it entered into a strategic agreement with Advyzon to deliver a global Unified Managed Account ...

Citi Private Bank’s strong performance in Central and Eastern Europe (CEE) highlights an institution operating with clarity of purpose, disciplined execution and a client‑service model designed for ...

Citigroup is betting that a new AI tool can improve its financial advisors’ productivity and attract new clients to its ...

Citigroup Inc. is revamping the management structure of its private bank following the resignation of Ida Liu, who’s led the unit for almost four years. A new structure, announced on the same day as ...

Nearly a month after the departure of its private bank head, Citi has tapped a Bank of America executive to oversee its private banking operation in North America. Cayman Wills, a regional head, was ...

Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an ...