Citi is starting to require its private bankers to document client calls to boost its underperforming wealth management division, people familiar with the matter told the Financial Times. Private ...
This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Private bankers now submit call reports on conversations with ...
Denver RIA Alpha Capital Family Office has brought on a new two-person team with $3 billion in client assets from Citi Private Bank. Processing Content Alexandra Romeo Boyles and Will Coughlin will be ...
News emerging this week that Citi had started to track all client calls made by its global team of private bankers raised one eyebrow. Reports that relationship managers (RMs) at the US bank must now ...
Citi Wealth’s Data, Analytics & Innovation team has launched Advisor Insights and AskWealth, both designed to enhance the way in which Citi Wealth communicates with its clients. Through Advisor ...
Citi Wealth announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment ...
NEW YORK--(BUSINESS WIRE)-- Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering ...
NEW YORK--(BUSINESS WIRE)-- Citi and LuminArx Capital today announced the launch of Cinergy, a strategic financing vehicle in the rapidly growing private lending market. Launched by LuminArx Capital, ...
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