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 ...

Albina “Catherine” Hinrichsen has joined Citi Private Bank‘s Beverly Hills Office as a director/investment counselor. She brings over 20 years of experience in private banking and the broader ...

Citigroup has hired a longtime executive from rival Bank of America to run a core part of its private bank, in the latest ...

UBS is strengthening its presence in South Florida's wealth market as a number of advisors from rival banking firms Wells Fargo, Citi, and Truist converge to join its downtown Miami office. On Monday, ...

Bank of America is extending its private wealth operations in the Southeast as a pair of elite advisors join the firm from Citi. On Friday, Bank of America Private Bank announced the addition of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Citi's private banking arm in ...

Big wealth management firms are constantly pulling advisor teams from each other. This week, Bank of America — the parent company of Merrill — brought over a formidable private banking duo from Citi.

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 ...

HSBC said on Monday it appointed Ida Liu as chief executive officer of HSBC's private bank, effective January 5.

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 ...