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 ...

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

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 ...

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 ...

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 ...

The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.

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 ...

Citi Wealth has entered a partnership with Allfunds, aiming to improve the speed and efficiency of services for its clients using the latter's platform. The Allfunds system will facilitate smoother ...

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 ...

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 ...

Citi Wealth’s Data, Analytics & Innovation team has launched Advisor Insights and AskWealth, both designed to enhance the way in which Citi Wealth communicates with its clients. Through Advisor ...

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 ...