This core portfolio is complemented by an opportunistic portfolio that seeks enhanced risk-adjusted returns by exploiting periodic short- or long-term opportunities.
Investment management
Citi Investment Management – the Private Bank’s global investment management organization – has designed, delivered and managed customized portfolios and investments for the worldly and wealthy since 1935.
Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.
We can customize these strategies according to your individual requirements, such as your sustainable investment objectives and risk profile.
Our research, due diligence and oversight provide the foundation for every investment within your portfolio.
These include equity, fixed income, multi-asset class and alternative investment strategies from third-party managers who we vet extensively.
We utilize a core and opportunistic wealth framework, in which we identify a broadly diversified core portfolio based on the long-term plan we create for you using our proprietary asset allocation methodology.
Our unique perspective on building and preserving wealth over generations drives every aspect of our investment management process.
How we serve you
INSTITUTIONAL QUALITY
Our discretionary portfolio managers draw upon Citi’s institutional resources, while our culture of discipline, risk management, and interests are aligned and transparent.
Our platform delivers a range of core, opportunistic and thematic strategies across asset classes from proprietary and extensively vetted third-party managers.
As part of our investment management services, we offer direct portfolio manager access, complete transparency into your holdings, and in-depth updates on performance and strategy.
GLOBAL OPPORTUNITIES
We combine Citi’s global reach with local expertise to provide you with a wide range of opportunities in both emerging and developed markets.
These dual perspectives allow us to craft diversified core portfolios complemented by timely, opportunistic investments that seek to deliver enhanced, risk-adjusted returns.
CUSTOMIZED APPROACH
Every engagement with you begins with an in-depth understanding of your risk and return parameters, liquidity needs, and investment time horizon.
Our holistic advice incorporates your personal goals, from legacy planning to sustainability, as well as any plans created by our wealth management teams.
For eligible clients, we also offer wholly bespoke portfolio management service.
Meet our people
Robert Jasminski
Head of Citi Investment Management
Citi Wealth
Our unique perspective on building and preserving wealth over generations drives every aspect of our investment process.
Meet our wealth expert
Rob oversees Citi Investment Management’s global portfolio management business and is responsible for $80.5bn in assets under management and advisement.
He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.
Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.
Global Head
Mark Mitchell
Head of Global Equities
Citi Investment Management
Meet our wealth expert
Mark oversees equity portfolio management and the equity research teams at CIM. He also has responsibility for CIM’s global equity trading desk and manages custom equity accounts for Citi Private Bank clients.
Mark has more than 36 years’ experience in financial services. Before Citi, Mark was a portfolio manager at Guggenheim Partners. His responsibilities included managing large-cap value equity strategies and co-managing the US value equity team.
Prior to that role, he held positions at GE Asset Management, including portfolio manager, sector portfolio manager/research analyst, and senior financial analyst in the firm’s taxable fixed income group.
Mark earned a BS in finance from the University of Nebraska and completed the GE Financial Management Program. He holds the Chartered Financial Analyst designation.
Global Head
Zeshan Azam
Head of Quantitative Portfolio Solutions & Senior Portfolio Manager
Citi Investment Management
Meet our wealth expert
Zeshan is responsible for managing and servicing US and international equity portfolios for institutions and high net worth individuals.
He joined Citi Investment Management in 2003 as a quantitative equity analyst, helping research, develop and implement alpha-generation models, optimization techniques, and investment processes across various equity strategies.
Zeshan holds a bachelor’s in finance and accounting from the Stern School of Business at New York University, an MBA in finance from the Lubin School of Business at Pace University, an MS level certificate in financial engineering from the School of Engineering and Applied Sciences at Columbia University, and a master’s from the School of Engineering and Applied Sciences at Columbia University in Applied Mathematics.
He is a member of the Society of Quantitative Analysts, the New York Society of Security Analysts, and the International Association of Financial Engineers.
Global Head
Kerry White
Head of Portfolio Solutions, Citi Investment Management
Citi Wealth
Meet our wealth expert
Kerry has overall responsibility for addressing the portfolio needs of clients of the Private Bank and Citi Personal Wealth Management. She leads teams of discretionary portfolio managers, client portfolio managers, and investment sales specialists. She is a voting member of the Global Investment Committee (GIC), which sets tactical asset allocation recommendations for Citi Global Wealth Investments.
Previously, Kerry was the Chief of Staff for the office of Citi’s President & CEO of Consumer Banking, Jane Fraser. She began her career at Citi in Markets, where she held trading and institutional sales roles in foreign exchange and global spread products. She also spent time in Citi’s Latin American operations.
Kerry holds a bachelor’s degree in economics from Harvard University.
OUTLOOK
Investing in 2025
Our views on portfolios for next year and thereafter
The global economy has “broken the rules” by growing despite usually reliable recession signals.
We believe this expansion can continue in 2025 and 2026 despite likely geopolitical discord, creating upside potential for financial markets.
For ultra-high-net-worth individuals and their family offices, we make the case for broadening portfolio horizons: embracing all the asset classes set out in their long-term investment plans.
Access our insights covering major asset classes and our favored markets, including those impacted by powerful long-term forces such as the artificial intelligence (AI) revolution.
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.
Global citizens
The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.
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