Citibank Indonesia

Citi Unifies Global Wealth Management Business

Retrieved on: 
Wednesday, January 13, 2021
Banking, Professional services, Finance, Citigroup, Finance, Money, Economy, Citi Private Bank, Wealth management, Wealth, Citibank Indonesia, Citibank Australia

Citi announced today that it has created a single wealth management organization, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).

Key Points: 
  • Citi announced today that it has created a single wealth management organization, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).
  • Citi Global Wealth is a single, integrated platform serving clients across the wealth continuum, from the affluent segment to ultra-high net worth clients.
  • This new organization will be led by Jim ODonnell and will include the Citi Private Bank and Citi Personal Wealth Management.
  • Our clients are increasingly global in their presence and in their financial needs, and we are committed to helping them preserve and build wealth for themselves, their families and for future generations, said Jim ODonnell, Head of Citi Global Wealth.

Citi Announces Citi Wealth Builder Digital Investment Platform

Retrieved on: 
Thursday, January 30, 2020
Finance, Consulting, Banking, Accounting, Professional services, Finance, Economy of New York City, Money, Citigroup, Wealth management, Citibank Indonesia, Citibank

Citi customers can start using the new digital platform with a low initial investment of $1,500 and no advisory fees for Citi Priority and Citigold clients on their initial portfolio1.

Key Points: 
  • Citi customers can start using the new digital platform with a low initial investment of $1,500 and no advisory fees for Citi Priority and Citigold clients on their initial portfolio1.
  • Citi Wealth Builder makes it easy for clients to start investing so they can reach the next level of their financial journey, said John Cummings, Head of Citi U.S. Consumer Wealth Management.
  • Once the account is open, Citi Wealth Builder takes it from there, monitoring and automatically rebalancing diversified ETF portfolios designed and managed by investment experts.
  • Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi
    1 Citi Wealth Builder is an offering from Citigroup Global Markets Inc. to its Citi Personal Wealth Management clients.

Citi Earns 35 Spots on Bank Investment Consultant’s Top 100 Bank Advisors List for 2019

Retrieved on: 
Friday, December 20, 2019
Banking, Professional services, Finance, Finance, Economy of New York City, Financial services, Citigroup, Midtown Manhattan, Subprime mortgage crisis, Wharton School of the University of Pennsylvania, Wealth management, Citibank Indonesia

This year Citi and the Wharton School of the University of Pennsylvania marked the fourth anniversary of the Citi Wharton Global Wealth Institute.

Key Points: 
  • This year Citi and the Wharton School of the University of Pennsylvania marked the fourth anniversary of the Citi Wharton Global Wealth Institute.
  • Since its launch in October 2015, more than 1,000 Citigold Relationship Managers and Citi Personal Wealth Management Financial Advisors have participated in the program.
  • Initially launched in Philadelphia and Beijing, the program has expanded to Mexico City, San Francisco and Cambridge.
  • Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.