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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 North America, we are present in Los Angeles, Boston, Chicago, New York, Dallas, Delaware, Denver, Greenwich, Houston, Miami, Montreal, the Bahamas, Costa Mesa, Palm Beach, Palo Alto, Philadelphia, Phoenix, San Francisco, Seattle, Short Hills, Toronto, Vancouver and Washington.
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 North America local accounts and relationship teams in 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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Nancy Bertrand
Meet our wealth expert
Nancy is responsible for addressing the needs of our clients in Canada.
Before joining Citi in 2006, she practiced US securities law at Shearman & Sterling LLP, specializing in cross-border corporate finance and mergers & acquisitions.
Nancy is a graduate in business administration from the Richard Ivey School of Business at Western University and also holds a Bachelor of Laws from McGill University.
She has been called to the bars of New York, Massachusetts and Ontario. She is a CFA charter holder.
Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society.