As your wealth grows, the needs of your investment portfolio typically become increasingly complex.

Understanding your true risk exposures can be especially challenging, for example, when you have many holdings across multiple providers.

The Citi Wealth Investment Lab is a unique team dedicated to providing institutional-caliber analytics in relation to portfolio construction, risk management and investment strategy.

Among those whom we regularly serve are wealthy individuals and their businesses, trusts, endowments and foundations and family offices.

Our investment process begins with our professionals gaining a full understanding of your situation and goals in order to uncover risk exposures and potential opportunities in your portfolio.

As well as your core and opportunistic portfolios, we assess your other assets, liabilities and business interests in light of your investment goals and risk appetite.

To do so, we employ sophisticated, proprietary modeling techniques and tools.

Our areas of focus include portfolio risk assessment, investment strategies and customized portfolio construction across asset classes.

Among the many issues we can advise upon are managing concentrated positions, developing a private equity commitment strategy, establishing a philanthropic foundation and a strategy to meet education costs.

The Lab applies global perspectives and sophisticated investment analytics to assist those with particularly specialized or complex needs.

How we serve you

GLOBAL INSIGHTS AND LOCAL PERSPECTIVES

The Citi Wealth Investment Lab has professionals based in New York, Beverly Hills, Miami, Toronto, London, Geneva, Dubai, Hong Kong and Singapore.

They apply global insights as well as local perspectives when providing strategies customized to your needs.

Our quantitative and qualitative investment analysis supplies the framework for developing your portfolio, as well as actual implementation possibilities.

HOLISTIC VIEW OF YOUR WEALTH

The Lab undertakes in-depth analysis of your entire wealth, across all your banking relationships.

We approach your investment portfolio as an accumulation of risk exposures.

Our analysis therefore aims to consider your wealth holistically.

At your request, we can also undertake specialized portfolio analysis of areas of your portfolio where you need even deeper insights.

ACTIONABLE INSIGHTS

Having identified your risks and opportunities, we apply innovative problem-solving skills to create actionable insights.

Based on these, we create for you a wholly personalized strategy.

We then work with you, your Banker and your Investment Counselor to implement this strategy.

Meet our people

OUTLOOK

Wealth Outlook 2024: Mid-Year Edition

Our guide to the global economy and markets for the rest of 2024 and beyond.

 

We expect the current phase of growth and normalization to continue at least into 2025. For ultra-high-net-worth individuals and their family offices, we make the case for fully invested, globally diversified portfolios.

Discover our outlook for asset classes and our favored markets, including those that may benefit from the powerful long-term forces transforming the economy such as artificial intelligence. 

Global citizens

The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.

Contact us

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Our family office services are only available to single family offices with over $100 million in AUM. 

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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.

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I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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