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 ...

Citi is starting to require its private bankers to document client calls to boost its underperforming wealth management division, people familiar with the matter told the Financial Times. Private ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Private bankers now submit call reports on conversations with ...

Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Processing Content Alexandra Romeo Boyles and Will Coughlin will be ...

Harnesses the power and scale of two global leaders in wealth $80 Billion Citi Wealth Client Assets to Be Managed by BlackRock in Largest Agreement of its Kind NEW YORK--(BUSINESS WIRE)-- Citi Wealth ...

Efforts to boost results at Citi’s wealth management division include orders that private bankers call clients at least every 90 days, and report on details of those chats. According to Citi staffers ...

Citi Wealth announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment ...

Andy Sieg is head of Citi's wealth management division. That's what Citi Head of Wealth Andy Sieg said at the BofA Securities Financial Services Conference in Miami Beach, Florida, on Wednesday. Sieg ...

Citi has become the fourth member of the Euromoney top five to enter the retail FX market, following the relatively recent moves of Deutsche Bank, RBS and UBS. Like its peers, Citi has decided to ...

NEW YORK--(BUSINESS WIRE)-- Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering ...