Based in London, Sarah manages relationships with ultra high net worth clients and family office relationships, with a speciality in serving those with US connections. She also serves as Head of Women in Wealth for Europe, Middle East and Africa. 

Sarah has more than two decades of experience working with private clients, the last 13 of which she has spent with Citi.  Previously, she worked at Barclays Wealth and J.P. Morgan as a Private Banker.

Sarah holds a master’s in management science from Loughborough University.

Denise provides customized strategies to ultra-high-net-worth families and family offices, also serving as Co-Head of Women in Wealth for North America.

Prior to joining Citi, Denise was a senior relationship manager at HSBC Private Bank, and before that, a senior business analyst at Deutsche Bank in New York.

She began her career in the business consulting group at PwC, guiding companies on industry best practices.

She holds a bachelor’s in finance from the State University of New York at Binghamton and studied international business at the University of Westminster, UK.

A steering committee member of Citi’s Asian Heritage Network, Denise has served as Co-Chair of Citi Private Bank North America’s Diversity Operating Committee and was a founding member of the Women’s Network steering committee in Southern California.

Named Executive of the Year by the Los Angeles Business Journal in their 2022 DEI awards*.

Based in New York, Tania addresses the investment needs of clients from Mexico, also coordinating our community of women clients in Latin America.

She has more than 18 years of financial industry experience, mostly in private banking.

Prior to joining Citi in 2019, Tania was a global investment specialist at JP Morgan, where she provided investment guidance across all asset classes to Mexican private clients.

Before that, Tania held different roles in the Asset Management and Private Banking divisions at Goldman Sachs and UBS, covering Andean and Mexican clients.

She began her career in investment banking as a mergers & acquisitions analyst at Lehman Brothers, focused on the telecom and media industry in the US and Europe.

Tania holds a bachelor’s degree from Loyola University in New Orleans and a master’s from Columbia University, New York.

Currently based in Miami, Ana Sofia serves ultra-high-net-worth families in Argentina and Paraguay.

She joined Citi in 2007, becoming a private banker in 2010, and has extensive wealth management experience in markets throughout Latin America.

Prior to her current role, Ana Sofia was a relationship officer within Citi Private Bank, serving Venezuelan and Colombian clients.

Before joining Citi, she was a Financial Advisor at Lehman Brothers, serving clients within the Andean region and Central America. She also led the development of the International Wealth Management Business of Multibank Panama. In her earlier career, Ana Sofia was a Credit Analyst at Banco Santander in Panama.

She has an MBA from McDonough School of Business at Georgetown University and a bachelor’s from ULACIT Panama.

As well as being Co-Lead of Women in Wealth in Latin America, Ana Sofia co-chairs Citi Private Bank’s mentoring program in the region.

With thirty years of experience, Grace leads a team of three private bankers, addressing the needs of clients and families in Asia Pacific, also leading our community for women clients in the region.

Prior to joining Citi in 2004, Grace was an investment banker for China Everbright Capital, HSBC, Deutsche Morgan Grenfell, and Baring Brothers. She completed a wide range of equity deals as well as domestic and cross-border financial advisory transactions for Asian companies.

She began her career as an auditor with Coopers & Lybrand and Pannell Kerr Forster.

Grace is an associate member of HKICPA.

She currently serves as Vice President of the Hong Kong Women Professionals and Entrepreneurs Association.