Andy Sieg is head of Citi's wealth management division. That's what Citi Head of Wealth Andy Sieg said at the BofA Securities Financial Services Conference in Miami Beach, Florida, on Wednesday. Sieg ...

Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an ...

Citi Private Bank advises more than 2,000 next generation clients, and its number of millennial clients has grown by over 230% since 2019. This puts the firm in a strong position to capture the tens ...

Citigroup is simplifying the management structure in its private bank following the departure of Ida Liu, who announced Monday that she will resign this month after 18 years at the megabank. Effective ...

The war for advisor talent has taken new turns in the East Coast, with Bank of America and Raymond James both welcoming veteran professionals from rival firms. Bank of America Private Bank announced ...

Nicole Nunag’s remit includes providing investment services, philanthropy strategy, family office solutions, art services, credit solutions, and wealth planning services. Bank of America Private Bank ...

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 ...

A sharp fourth-quarter decline in net new investment assets weighed on Citi's wealth division, tempering full-year growth ...