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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.
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Sonia Garcia-Romero
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.