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The Citi Wealth Investment Lab is a unique team dedicated to helping you understand what really matters in your portfolio and the opportunities open to you.
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.
GLOBAL INSIGHTS AND LOCAL PERSPECTIVES
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
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
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.
Based in New York, Shu oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices globally.
Prior to the Private Bank, Shu was Head of Portfolio Construction at US Investment Solutions at UBS Financial Services. Previously, she conducted manager due diligence and managed $12 billion in sub-advisory funds within the Investment Management Group of Diversified Investment Advisors. She also served at BARRA RogersCasey, a pension consulting firm, where she serviced large pension plans.
Shu gained an MBA from Northeastern University and holds the CFA designation.
Verity leads the Investment Lab’s team of portfolio strategists, providing clients worldwide with thought leadership and guidance in relation to asset allocation and portfolio construction, as well as investment strategies.
Prior to this role, Verity was part of the multi-asset portfolio solutions team at DWS, advising institutions across EMEA on a range of investment strategies and solutions. Before that, she worked in derivatives structuring roles at J.P. Morgan Private Bank in London and in the Global Markets teams at UBS and J.P. Morgan in London and Hong Kong.
Verity holds a bachelor’s in economics from the London School of Economics. She also holds a master’s in economics from the University of Toronto and an MBA from INSEAD.
Based in New York, Sneha leads the Citi Wealth Investment Lab offering for clients in North America, providing institutional-caliber analysis on portfolio construction, risk analytics and investment strategy.
Prior to joining Citi, Sneha led a team of portfolio solution specialists at Stifel’s Private Client Group, also heading its behavioral finance team. Previously, she worked at Barclays Wealth and Investment Management, HSBC and Ernst & Young.
Sneha earned an M.B.A. with a specialization in wealth management from S.P. Jain Centre of Management, Singapore, and a master’s degree in commerce from University of Mumbai, India. She holds a bachelor’s in management studies from St. Xavier’s College, India.
Based in New York, Juan Francisco leads a team of portfolio analysts that provides advice on portfolio construction, risk analytics and investment strategy to individuals and their family offices from across Latin America.
He has over ten years of experience in the financial industry. Previously, he was a senior analyst at Bloomberg.
Juan Francisco has a bachelor’s degree in electrical engineering from Simón Bolívar University in Caracas, Venezuela and a master’s in electrical engineering from Columbia University in New York.
Based in London, Vamsi oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.
Before joining the Private Bank, Vamsi worked in strategy, M&A and operations for Citi in India, Spain, South Korea, Singapore and the UAE.
Vamsi holds the CFA and CAIA designations and has a master’s in finance from Singapore Management University and an MBA.
Rajesh oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across Asia-Pacific.
Previously, he worked as a product specialist providing fund-linked solutions and as a Treasury analyst, building ALM/market risk models used to manage liquidity and interest rate risks for Citigroup. He has more than seventeen years banking experience.
Rajesh is a graduate of the Indian Institute of Technology, Delhi and did his postgraduate studies at the Indian Institute of Management, Lucknow. He holds the Chartered Financial Analyst and Financial Risk Manager designations.
OUTLOOK
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.
The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.
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