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Mexico City

The Summit, Prol. P.º de la Reforma 1196, Lomas de Santa Fe, Contadero, Cuajimalpa de Morelos, 05300 Ciudad de México, CDMX, Mexico

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Private banking services for dynamic individuals and families worldwide.

Citi Private Bank proudly serves more than 13,000 clients and their families globally, including 25% of the world’s billionaires. Our community embraces prominent entrepreneurs, corporate leaders, inheritors, professional investors and philanthropists as well as their family offices and private investment companies. 

Our approach combines global access with local expertise. Across Latin America, we are present in Mexico, Rio De Janeiro and São Paulo. 

To preserve and grow wealth for you and your future generations, your dedicated team consisting of a Private Banker, Investment Counsellor and Associate Banker will work tirelessly to help you:

  • Build global investment portfolios
  • Address your cash needs
  • Borrow efficiently
  • Plan your wealth

Via our Global Client Service, we can also offer eligible clients in Latin America local accounts and relationship teams in North America, Asia Pacific, the UK, Europe, the Middle East and Africa, giving access to investing, borrowing, banking and wealth planning opportunities in those regions.

Sonia Garcia-Romero

Global Market Manager for Mexico

Meet our wealth expert

Sonia has overall responsibility for addressing the needs of clients in Mexico.

Previously, Sonia led the investment counselor team for Mexico. Prior to joining Citi in 2016, Sonia worked at J.P. Morgan Latin America Private Bank where she served as market manager and investments team leader for the Andes, Central America and Caribbean region.

Prior to that, Sonia was the head of J.P. Morgan Latin America Global Investment Opportunities Group. She also worked as a structured derivatives specialist at Bankers Trust Latin American Private Wealth Management.

Sonia holds a bachelors from C.U.N.E.F. in Madrid.

INVESTMENT

Global access

Investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers.

MANAGEMENT

Manage your cash and more

Management of your cash, safeguarding your assets and transactions, and development of your financial strategy.

LIFESTYLE

Finance your assets

Financing for a broad range of investments, including securities, real estate, art, aircraft, sports leagues, teams and stadiums.

LEGACY

Build an enduring legacy

Wealth planning services, strategies to guide your philanthropy, and preparation of your heirs and business successors.

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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Our services are only available to individuals & family offices.

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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.

Please consent to the terms and conditions to continue

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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.

Please consent to the terms and conditions to continue

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Thank you for contacting Citi Private Bank. Your enquiry has been forwarded to your relationship team who will be in touch as soon as possible.

        

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

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