awards

Award-winning private banking services

Voted Best Private Bank for UHNW Clients, Best Private Bank for Wealthy Women & Best Private Bank for Diversity & Inclusion, at the Professional Wealth Management (PWM) Global Private Banking Awards 2023.

Best Private Bank in the World for clients with $25M+ in assets†

Meet our people

Jane Fraser

Chief Executive Officer
Citi

Meet our wealth expert

Jane became CEO of Citi in March 2021.  She is the first female CEO in the firm’s history. Previously, she was President of Citi and CEO of the Global Consumer Bank.

Jane has also served as CEO of Citigroup Latin America, CEO of US Consumer and Commercial Banking and CitiMortgage, CEO of Citi Private Bank and Global Head of Strategy and Mergers & Acquisitions.

Before joining Citi, Jane was a partner at McKinsey & Company. She started her career in mergers & acquisitions at Goldman Sachs and then worked for Asesores Bursátiles.

Jane is Vice Chair for Partnership for New York City and a member of the Harvard Business School’s Board of Dean’s Advisors, the Stanford Global Advisory Board, the Economic Club of New York and the Council on Foreign Relations.

Jane has an MBA from Harvard Business School and a master’s in economics from Cambridge University.

Global Head

Ida Liu

Head of Citi Private Bank

Meet our wealth expert

Ida leads Citi’s private banking activities globally, overseeing the delivery of wealth management strategies to ultra-high net worth families and their businesses. She is also a member of the Global Wealth Management Leadership Team.

Previously, Ida led the Private Bank in North America. She joined the Private Bank in 2007, launching and heading the Fashion, Retail and Entertainment Group.

Prior to Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Before that, Ida spent seven years in investment banking with Merrill Lynch’s mergers & acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn, now Deutsche Bank.

Ida is a Young Global Leader (YGL) of the World Economic Forum and a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). 

Additionally, Ida is a member of the Citi Women Steering Committee and serves as co-lead of Citi's Asian Heritage Affinity.

Ida holds a bachelor’s from Wellesley College and an MBA from the Wharton School, University of Pennsylvania.

In 2023, Ida was named on Barron’s fourth annual list of the 100 Most Influential Women in U.S. Finance.

Global Head

Andy Sieg

Head of Wealth

Meet our wealth expert

Andy Sieg joined Citi in September 2023 as Head of Wealth. He is a member of Citi’s Executive Management Team.

Andy was previously the president of Merrill Wealth Management, where he oversaw a team of more than 25,000 people providing investment and wealth management services to individuals and businesses across the U.S. He joined Merrill Lynch in 1992, and previously held senior strategy, product and field leadership roles in the wealth management business.

From 2005 to 2009, Andy served as a senior wealth management executive at Citi. He returned to Merrill Lynch in 2009 after the firm’s acquisition by Bank of America. Earlier in his career, Andy served in the White House as an aide to the assistant to the President for Economic and Domestic Policy.

Andy earned a Bachelor of Science in Economics from Penn State University and a Master’s Degree in Public Policy from the Harvard Kennedy School. He serves on the Board of the Friends of Notre-Dame de Paris and as an Advisory Council Member for the Stanford Center on Longevity. Andy is also co-lead of the global Citi Women inclusion network.

Global citizens

Our community of global citizens helps to make the world a better place. It is our privilege to share this selection of stories about their accomplishments.

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Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold Private Client

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Insights

See our wealth advisory insights and the issue that matter for your wealth.

Insights

See our wealth advisory insights and the issue that matter for your wealth.