Citi Private Bank Hires ex-HSBC Private Bank Investment Counselling Team Head Andy Lee as Senior Investment Counsellor in Hong Kong, 26 Years Financial Industry & Private Banking Experience at Morgan Stanley, Merrill Lynch, Macquarie Group, Standard Chartered Bank, HSBC & Union Bancaire Privee (UBP)
17th September | Hong Kong
Citi Private Bank has hired ex-HSBC Private Bank Investment Counselling Team Head Andy Lee as Senior Investment Counsellor in Hong Kong. Andy Lee has 26 years of financial industry & private banking experience at Morgan Stanley, Merrill Lynch, Macquarie Group, Standard Chartered Bank, HSBC & Union Bancaire Privee (UBP). In 2025 September, Citigroup announced the appointment of 35-year veteran & Chairman of Citi Private Bank for South Asia Lee Lung Nien as Citi Country Officer & Banking Head (CCOBH) for Singapore succeeding Tibor Pandi (6/10/25), who will be appointed to other role in Citigroup. Lee Lung Nien has been with Citigroup for 35 years, and held senior roles including as Chairman of Citi Private Bank for South Asia, Citibank CEO Malaysia, COO Singapore, Co-Head of Corporate Sales & Structuring (Asia & Singapore Markets Manager) & Head of Treasury Malaysia. Lee Lung Nien started his career at Citigroup in 1990 as an analyst in corporate banking. In 2025 September, Citi Private Bank had increased Private Bankers headcount by 10% in 2025, and is hiring more people with business growing. In 2025 March, Citi Private Bank announced the launch of Philanthropy Advisory Solutions in Asia starting with Singapore to allow clients to make strong philanthropic impact by establishing donor-advised funds or funding donations via charity partners. With the launch, Citi Private Bank Philanthropy Advisory Solutions has formed partnerships in Singapore with 2 charities 1) Community Foundation of Singapore (CFS) & 2) AVPN. In 2025 September, Citigroup appointed the world’s largest asset manager BlackRock ($12.5 trillion AUM) to manage $80 billion AUM via Citi Portfolio Solutions powered by BlackRock for thousands of Citi Wealth clients, currently managed by in-house Citi Investment Management (CIM). BlackRock will manage core, opportunities & thematic strategies (equities, fixed income, multi-asset class strategies) & private markets (in the future). Citigroup will also deploy BlackRock Aladdin wealth technology platform to Citi private bankers & investment professionals. Selected Citi Investment Management (CIM) portfolio managers & members will join BlackRock. In 2025 July, Citi Wealth announced to use Allfunds platform to provide enhanced speed & execution for Citi Wealth clients, with 1) Allfunds platform to streamline trade execution, settlement & reconciliation processes & 2) Citi becoming a new sub-distributor for Allfunds allowing Citi Wealth to access 3rd-party investments on Allfunds. The Allfunds platform is targeted to launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA). In 2025 March, Citi Private Bank Asia Leadership Changes – Vice-Chairman Asia Steven Lo appointed as Head of Japan, Asia North & Australia (JANA) and Asia South, Lung-Nien Lee continues as Asia South Chairman, Global Market Manager role renamed as Market Executive with Sally Yeh, Lillian Liao & Nisha Sapra to continue their existing roles, Market Manager for Australia & New Zealand Tim Morse to depart & join his family in Australia, Jennifer Tay as Market Executive for Singapore, Malaysia, with expanded role to lead Philippines, Australia & New Zealand, Angie So continues to oversee Philippines & reports to Jennifer Tay, Jocelyn Guo as Head of China Offshore (Added China South & West), Su Ching Chia leads Indonesia & Thailand, Market Executive for Hong Kong & Greater Bay Area (GBA) Horace Yip to lead Investment Advisory Team with Kevin Cui & Edmond Hoang (JANA) reporting to Horace Yip, and Michel Theodas & Toby Gresham (South Asia) reporting to Pei Jet Chia. In 2025 February, Citi Private Bank hired UBS Hoo Peng Han as Family Office Director Asia. Hoo Peng Han has 14 years of investment banking & corporate finance experience at UBS, Credit Suisse, DBS & CIMB. In 2025 January, JP Morgan Private Bank hired Citi Private Bank Faye Ong as Head of the Philanthropy Centre Singapore & Southeast Asia. In 2024 November, Citi Private Bank appointed 30-year veteran Jennifer Tay as Citi Private Bank Global Market Manager for Singapore, Malaysia & Thailand. Jennifer Tay joined Citi more than 30 years ago in 1994 in Singapore. In 2024 June, Bank of Singapore (Private Bank) hired Citi Private Bank Lynn Ong as Family Office Advisor in the Family Office & Structuring Solutions. In 2023, Citi Global Wealth Asia added 15,000 new clients in Asia in 2023 1st half. Citi Global Wealth Asia comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank. In 2023 August, Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). In 2020, Citi Private Bank formed Citi Private Capital Group to provide institutional service to family offices, private funds & private companies. In Asia (2020), Citigroup integrated Citi Asian family office services, providing a full range of services including advisory, family governance, legacy planning, philanthropy, and investment & deal-making for ultra-affluent clients. In 2021, Faye Ong rejoined Citi as Head of Family Office Advisory Asia, Global Family Office (Citi Private Bank), and HSBC Managing Director Jonathan Gan joined Citi as Head of Global Family Office, South Asia (Citi Private Bank). Citi Head of Family Office Group Asia is led by Bernard Wai, who had been with Citi for over 21 years, starting his career in Morgan Stanley in 1997. In 2022, Citi Private Bank hired Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners).
“ Citi Private Bank Hires ex-HSBC Private Bank Investment Counselling Team Head Andy Lee as Senior Investment Counsellor in Hong Kong, 26 Years Financial Industry & Private Banking Experience at Morgan Stanley, Merrill Lynch, Macquarie Group, Standard Chartered Bank, HSBC & Union Bancaire Privee (UBP) “
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Citi Private Bank Increased Private Bankers Headcount in Asia by 10% in 2025 & to Hire More People with Business Growing, Launched Philanthropy Advisory Solutions in Asia in 2025 March
5th September – Citi Private Bank has increased Private Bankers headcount by 10% in 2025, and is hiring more people with business growing. In 2025 March, Citi Private Bank announced the launch of Philanthropy Advisory Solutions in Asia starting with Singapore to allow clients to make strong philanthropic impact by establishing donor-advised funds or funding donations via charity partners. With the launch, Citi Private Bank Philanthropy Advisory Solutions has formed partnerships in Singapore with 2 charities 1) Community Foundation of Singapore (CFS) & 2) AVPN. In 2025 September, Citigroup appointed the world’s largest asset manager BlackRock ($12.5 trillion AUM) to manage $80 billion AUM via Citi Portfolio Solutions powered by BlackRock for thousands of Citi Wealth clients, currently managed by in-house Citi Investment Management (CIM). BlackRock will manage core, opportunities & thematic strategies (equities, fixed income, multi-asset class strategies) & private markets (in the future). Citigroup will also deploy BlackRock Aladdin wealth technology platform to Citi private bankers & investment professionals. Selected Citi Investment Management (CIM) portfolio managers & members will join BlackRock. In 2025 July, Citi Wealth announced to use Allfunds platform to provide enhanced speed & execution for Citi Wealth clients, with 1) Allfunds platform to streamline trade execution, settlement & reconciliation processes & 2) Citi becoming a new sub-distributor for Allfunds allowing Citi Wealth to access 3rd-party investments on Allfunds. The Allfunds platform is targeted to launch in 2025 for Citi Private Bank in Europe, the Middle East & Africa (EMEA). In 2025 March, Citi Private Bank Asia Leadership Changes – Vice-Chairman Asia Steven Lo appointed as Head of Japan, Asia North & Australia (JANA) and Asia South, Lung-Nien Lee continues as Asia South Chairman, Global Market Manager role renamed as Market Executive with Sally Yeh, Lillian Liao & Nisha Sapra to continue their existing roles, Market Manager for Australia & New Zealand Tim Morse to depart & join his family in Australia, Jennifer Tay as Market Executive for Singapore, Malaysia, with expanded role to lead Philippines, Australia & New Zealand, Angie So continues to oversee Philippines & reports to Jennifer Tay, Jocelyn Guo as Head of China Offshore (Added China South & West), Su Ching Chia leads Indonesia & Thailand, Market Executive for Hong Kong & Greater Bay Area (GBA) Horace Yip to lead Investment Advisory Team with Kevin Cui & Edmond Hoang (JANA) reporting to Horace Yip, and Michel Theodas & Toby Gresham (South Asia) reporting to Pei Jet Chia. In 2025 February, Citi Private Bank hired UBS Hoo Peng Han as Family Office Director Asia. Hoo Peng Han has 14 years of investment banking & corporate finance experience at UBS, Credit Suisse, DBS & CIMB. In 2025 January, JP Morgan Private Bank hired Citi Private Bank Faye Ong as Head of the Philanthropy Centre Singapore & Southeast Asia. In 2024 November, Citi Private Bank appointed 30-year veteran Jennifer Tay as Citi Private Bank Global Market Manager for Singapore, Malaysia & Thailand. Jennifer Tay joined Citi more than 30 years ago in 1994 in Singapore. In 2024 June, Bank of Singapore (Private Bank) hired Citi Private Bank Lynn Ong as Family Office Advisor in the Family Office & Structuring Solutions. In 2023, Citi Global Wealth Asia added 15,000 new clients in Asia in 2023 1st half. Citi Global Wealth Asia comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank. In 2023 August, Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). In 2020, Citi Private Bank formed Citi Private Capital Group to provide institutional service to family offices, private funds & private companies. In Asia (2020), Citigroup integrated Citi Asian family office services, providing a full range of services including advisory, family governance, legacy planning, philanthropy, and investment & deal-making for ultra-affluent clients. In 2021, Faye Ong rejoined Citi as Head of Family Office Advisory Asia, Global Family Office (Citi Private Bank), and HSBC Managing Director Jonathan Gan joined Citi as Head of Global Family Office, South Asia (Citi Private Bank). Citi Head of Family Office Group Asia is led by Bernard Wai, who had been with Citi for over 21 years, starting his career in Morgan Stanley in 1997. In 2022, Citi Private Bank hired Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners).
Citi Private Bank Asia Leadership Changes: Vice-Chairman Asia Steven Lo Appointed as Head of Japan, Asia North & Australia (JANA) and Asia South, Lung-Nien Lee Continues as Asia South Chairman, Global Market Manager Role Renamed as Market Executive with Sally Yeh, Lillian Liao & Nisha Sapra to Continue Existing Roles, Market Manager for Australia & New Zealand Tim Morse to Depart & Join His Family in Australia, Jennifer Tay as Market Executive for Singapore, Malaysia, Philippines with Expanded Role to Lead Australia & New Zealand, Angie So Continues to Oversee Philippines & Reports to Jennifer Tay, Jocelyn Guo as Head of China Offshore, Su Ching Chia Leads Indonesia & Thailand, Market Executive for Hong Kong & Greater Bay Area (GBA) Horace Yip to Lead Investment Advisory Team with Kevin Cui & Edmond Hoang (JANA) Reporting to Horace Yip, and Michel Theodas & Toby Gresham (South Asia) Reporting to Pei Jet Chia
6th March 2025 – Citi Private Bank Asia Leadership Changes – Vice-Chairman Asia Steven Lo appointed as Head of Japan, Asia North & Australia (JANA) and Asia South, Lung-Nien Lee continues as Asia South Chairman, Global Market Manager role renamed as Market Executive with Sally Yeh, Lillian Liao & Nisha Sapra to continue their existing roles, Market Manager for Australia & New Zealand Tim Morse to depart & join his family in Australia, Jennifer Tay as Market Executive for Singapore, Malaysia, with expanded role to lead Philippines, Australia & New Zealand, Angie So continues to oversee Philippines & reports to Jennifer Tay, Jocelyn Guo as Head of China Offshore (Added China South & West), Su Ching Chia leads Indonesia & Thailand, Market Executive for Hong Kong & Greater Bay Area (GBA) Horace Yip to lead Investment Advisory Team with Kevin Cui & Edmond Hoang (JANA) reporting to Horace Yip, and Michel Theodas & Toby Gresham (South Asia) reporting to Pei Jet Chia. In 2025 February, Citi Private Bank has hired UBS Hoo Peng Han as Family Office Director Asia. Hoo Peng Han has 14 years of investment banking & corporate finance experience at UBS, Credit Suisse, DBS & CIMB. In 2025 January, JP Morgan Private Bank hired Citi Private Bank Faye Ong as Head of the Philanthropy Centre Singapore & Southeast Asia. In 2024 November, Citi Private Bank appointed 30-year veteran Jennifer Tay as Citi Private Bank Global Market Manager for Singapore, Malaysia & Thailand. Jennifer Tay joined Citi more than 30 years ago in 1994 in Singapore. In 2024 June, Bank of Singapore (Private Bank) hired Citi Private Bank Lynn Ong as Family Office Advisor in the Family Office & Structuring Solutions. In 2023, Citi Global Wealth Asia has added 15,000 new clients in Asia in 2023 1st half. Citi Global Wealth Asia comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank. In 2023 August, Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). In 2020, Citi Private Bank formed Citi Private Capital Group to provide institutional service to family offices, private funds & private companies. In Asia (2020), Citigroup integrated Citi Asian family office services, providing a full range of services including advisory, family governance, legacy planning, philanthropy, and investment & deal-making for ultra-affluent clients. In 2021, Faye Ong rejoined Citi as Head of Family Office Advisory Asia, Global Family Office (Citi Private Bank), and HSBC Managing Director Jonathan Gan joined Citi as Head of Global Family Office, South Asia (Citi Private Bank). Citi Head of Family Office Group Asia is led by Bernard Wai, who had been with Citi for over 21 years, starting his career in Morgan Stanley in 1997. In 2022, Citi Private Bank hired Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners).
Citi Private Bank Hires UBS Hoo Peng Han as Family Office Director Asia, 14 Years of Investment Banking & Corporate Finance Experience at UBS, Credit Suisse, DBS & CIMB
12th February 2025 – Citi Private Bank has hired UBS Hoo Peng Han as Family Office Director Asia. Hoo Peng Han has 14 years of investment banking & corporate finance experience at UBS, Credit Suisse, DBS & CIMB. In 2025 January, JP Morgan Private Bank hired Citi Private Bank Faye Ong as Head of the Philanthropy Centre Singapore & Southeast Asia. In 2024 November, Citi Private Bank appointed 30-year veteran Jennifer Tay as Citi Private Bank Global Market Manager for Singapore, Malaysia & Thailand. Jennifer Tay joined Citi more than 30 years ago in 1994 in Singapore. In 2024 June, Bank of Singapore (Private Bank) hired Citi Private Bank Lynn Ong as Family Office Advisor in the Family Office & Structuring Solutions. In 2023, Citi Global Wealth Asia has added 15,000 new clients in Asia in 2023 1st half. Citi Global Wealth Asia comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank. In 2023 August, Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). In 2020, Citi Private Bank formed Citi Private Capital Group to provide institutional service to family offices, private funds & private companies. In Asia (2020), Citigroup integrated Citi Asian family office services, providing a full range of services including advisory, family governance, legacy planning, philanthropy, and investment & deal-making for ultra-affluent clients. In 2021, Faye Ong rejoined Citi as Head of Family Office Advisory Asia, Global Family Office (Citi Private Bank), and HSBC Managing Director Jonathan Gan joined Citi as Head of Global Family Office, South Asia (Citi Private Bank). Citi Head of Family Office Group Asia is led by Bernard Wai, who had been with Citi for over 21 years, starting his career in Morgan Stanley in 1997. In 2022, Citi Private Bank hired Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners).
Citi Global Wealth Asia Added 15,000 New Clients in Asia in 2023 1H, Citi Global Wealth Asia Comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank
25th August 2023 – Citi Global Wealth Asia has added 15,000 new clients in Asia in 2023 1st half. Citi Global Wealth Asia comprises of Citigold, Citigold Private Client, Citi Private Bank & International Personal Bank. Earlier in August 2023, Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). Citi Global Wealth is the bank’s unified wealth management platform, serving clients across the wealth continuum in Asia through Singapore and Hong Kong, in Citigold, Citigold Private Client, Citi International Personal Bank, Citi Private Bank and Citi consumer banking business in Singapore and Hong Kong. More info below.
Citigroup Family Office Business in Asia to Grow 25% in 2023, Citi Private Bank Formed Citi Private Capital Group in 2020 to Provide Institutional Service to Family Offices, Private Funds & Private Companies
11th August 2023 – Citigroup family office business in Asia is expected to grow +25% in 2023 (2022: +50%). In 2020, Citi Private Bank formed Citi Private Capital Group to provide institutional service to family offices, private funds & private companies. In Asia (2020), Citigroup integrated Citi Asian family office services, providing a full range of services including advisory, family governance, legacy planning, philanthropy, and investment & deal-making for ultra-affluent clients. In 2021, Faye Ong rejoined Citi as Head of Family Office Advisory Asia, Global Family Office (Citi Private Bank), and HSBC Managing Director Jonathan Gan joined Citi as Head of Global Family Office, South Asia (Citi Private Bank). Citi Head of Family Office Group Asia is led by Bernard Wai, who had been with Citi for over 21 years, starting his career in Morgan Stanley in 1997. In 2022, Citi Private Bank hired Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners). In 2022, Citi Private Bank released the Family Office Survey Report 2022, a survey of 126 family offices globally on investment sentiment & portfolio actions of clients in 2022 (47% with >$500 million, 53% with <$500 million), the primary focuses of family office, key issues within family office, succession events in next 5 years and family office philanthropic focus. The top 3 family office concerns are Preserving value of assets, Preparing next generation, Managing transitions and the top 3 primary focus of family office are Investment management (50%), Family unity & continuity (34%), Multi-service such as investments, accounting, tax, admin (32%). The top 4 investment concerns for family offices are Inflation, Recession, Geopolitical uncertainty, and Interest rate increases. The top 2 Family Office charitable giving channels are Private family foundation (54%), Personal to charities (48%) and the top 4 philanthropic focuses are Education (73%), Healthcare & medical research (42%), Youth development (33%), Arts (31%). View Citi Private Bank Family Office Survey Report 2022 here.
Citi Private Bank Expands Family Office Team in Asia, Hires Singapore EDB Lynn Ong & Private Market Specialist Feng Yanjun
1st July 2022 – Citi Private Bank, managing more than 1,500 family offices with average net worth of $1.7 billion and 25% of the world’s billionaires, has expanded the Citi Private Bank family office team in Asia with the hiring of Singapore EDB (Economic Development Board) Lynn Ong (Vice President, Family Office Group – FO Advisory) and private market specialist Feng Yanjun (Hong Kong Jockey Club, LGT Capital Partners). At Citi Private Bank, Lynn Ong will focus on family office advisory matters such as family office setup, governance, and philanthropy and Feng Yanjun will be involved in private markets (equity, private debt etc) and family office advisory in the Greater China region. They will work alongside Citi Private Bank Asia family office team: Faye Ong (Head of Family Office Advisory Asia), Kenny Ng (SVP), Bernard Wai (MD, Head of Private Capital Group Asia) and Jonathan Gan (Head of Private Capital Group South Asia). Citi Private Bank on Family Office & Private Market: “This is a critical client segment and a key growth driver for the Private Bank. We believe that this trend will also be a key driver of growth in Asia with places like Singapore and Hong Kong establishing themselves as centers of excellence for this segment. We are also thrilled about the rebranding of our Private Capital Group (PCG) to Family Office Group (“FOG”), a more intuitive and inclusive reference of the type of coverage work that this segment warrants.” Citi ambition is to grow Asia-Pacific AUM to $150 billion by 2025, with family office an important driver to achieve the business goals. (AUM ~ Assets under Management)
Citi Private Bank New Family Office Hires: Lynn Ong, Feng Yanjun
Lynn Ong, Vice President & Family Office Group – FO Advisory
Citi Private Bank: Lynn joins us from the Economic Development Board of Singapore (“EDB”), where she was the China market head with primary coverage over the East and Central China regions. She focused on a range of clients which included founders of established businesses, next generation, founders of fast-growing tech unicorns or potential unicorns, as well as capital owners who were looking at setting up family offices for the purpose of accessing global investment opportunities through Singapore. Her role also extended to the policy development and refinements of Singapore’s Global Investor Program, as well as investments into local startups and philanthropy.
Prior to EDB, Lynn worked at NYSE-listed SEA Group’s consumer internet company Shopee, where she was responsible for driving user acquisition through partnerships and growing the share of China cross-border business in the Singapore market. Lynn was also previously with Deloitte’s assurance team where she was involved in audit engagements for companies and qualified as a Chartered Accountant (CA) with the Institute of Singapore Chartered Accountants.
Citi Private Bank New Family Office Hire: Feng Yanjun
Feng Yanjun, Vice President & Family Office Group – North Asia
Citi Private Bank: Yanjun is a seasoned private investment professional with over 5 years of experience, spanning across multiple alternative assets. She has hands-on knowledge across growth and venture capital strategies, global buyout as well as private credit solutions, non-performing loans and distressed assets.
Prior to Citi Private Bank, Yanjun spent 4 years at the Investment Office of the Hong Kong Jockey Club responsible for sourcing and executing global private market transactions. Before joining the Hong Kong Jockey Club, she started her career working at LGT Capital Partners. Yanjun holds a B.A. in Economics from Peking University and an MSc. in Financial Economics from the University of Oxford.
Citi Private Bank covers over 1,500 family offices globally with an average net worth of US$1.7 billion, including 25% of the world’s billionaires (2022).
Citi Private Capital Group
- Citi Private Bank forms Citi Private Capital Group
- Provide institutional service to private investment companies, family offices and pools of private capital.
- Clients can have institutional access and opportunities in both public and private markets
As part of Citi’s Institutional Clients Group, the Citi Private Capital Group is able to provide clients with institutional access and opportunities in both the public and private markets. Over the last several months, the group has received a heightened level of client inquiries around what other Single Family Offices are doing especially regarding commercial real estate and liquidity solutions. As the amount of capital controlled by family offices increases, they are building sophisticated teams and investment strategies across every asset class. As a result, this client segment requires institutional capabilities and services in addition to their traditional private banking needs. Families and private companies have become more global. Citi Private Capital Group has on-the-ground expertise to assist in strategic locations in North America, Latin America, Asia and Europe, Middle East and Africa.
Direct Private Investments – Citi Private Bank recently announced the creation of the Direct Private Investments business to effectively distribute private deals and deepen wallet share with this important client segment. The Direct Private Investments business, led by Itay Blasenheim, will work with the Private Capital Group to identify opportunities for family offices and private investment company clients to actively invest in direct private deals.
Global Investment Lab – Citi Private Bank clients also have access to its Global Investment Lab, a 40-person team dedicated to providing institutional-level portfolio analytics to eligible private clients.
James Holder, Global Head of Citi Private Capital Group, Citi Private Bank: “As the world’s wealthiest individuals, families and their family offices continue to evolve, their needs are changing. Our firm is well-positioned to draw upon the resources of our franchise to provide sophisticated advice, execution and analytics to manage the increasing complexity these clients are facing. We are especially proud of the group’s efforts during this crisis to work in new ways to keep us on track to deliver the best results for our clients.”
Ida Liu, Head of the North America, Citi Private Bank: “Our Private Capital Group is one of our greatest growth drivers for the North America business and will deliver sophisticated global and institutional investment opportunities to our largest family office clients.”
Paul Barrett, Head of North America, Citi Private Capital Group, Citi Private Bank: “As a part of the Institutional Clients Group, we have the institutional capabilities that our clients need combined with the personalized service we provide as part of Citi Private Bank. We strongly believe that these wealthy families should have the same access to trading and banking services afforded to hedge funds, private equity sponsors and other institutional clients.”
Viswanathan Venugopala, Head of Global Investments Lab for Family Offices, Citi Private Bank: “Our Lab for Family Offices provides dedicated analytics and insights by collaborating across the firm to deliver bespoke institutional asset allocation and strategies to families and family office clients.”
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