Citi Private Bank 2025 Review
Comprehensive Private Banking
Overview
Ultra-high-net-worth focused private banking with global reach and capital markets expertise. Founded in 1812, Citi has established itself as a trusted partner for ultra-high-net-worth individuals and families seeking comprehensive wealth management solutions.
With a minimum investment requirement of USD 25,000,000 and management fees ranging from 0.80% - 1.90%, Citi Private Bank provides personalized service and sophisticated financial strategies tailored to each client's unique needs and objectives.
Minimum Investment
USD 25,000,000
Ultra-High-Net-Worth focus ensuring sophisticated service and expertise
Management Fees
0.80% - 1.90%
Competitive pricing for comprehensive private banking services
Founded
1812
Long-standing heritage in private banking and wealth management
Global Presence
6 Countries
International network supporting global wealth management needs
Private Banking Services
Private Banking
Premium banking relationship with dedicated private banker and concierge services
Investment Management
Professional portfolio management with access to global markets and institutional investment strategies
Capital Markets
Professional financial services tailored to high-net-worth requirements
Lending Solutions
Professional financial services tailored to high-net-worth requirements
Family Office Services
Comprehensive family office solutions for ultra-wealthy families with complex needs
Alternative Investments
Access to private equity, hedge funds, and other alternative investment opportunities
Global Presence
Citi Private Bank operates in 6 countries and territories:
Ideal Client Profile
Ultra-High-Net-Worth individuals
Individuals with substantial investable assets seeking comprehensive private banking services
Multi-generational families
Wealthy families focused on coordinated financial management and wealth transfer planning
Business owners and entrepreneurs
Entrepreneurs requiring integrated banking, lending, and succession planning services
Corporate executives
Senior executives with complex financial needs and equity compensation
Professional investors
High-earning professionals requiring specialized wealth management
International clients
Globally mobile individuals with cross-border banking and investment needs
Key Strengths & Advantages
Comprehensive wealth management expertise
Experienced private banking professionals
Tailored investment strategies
Global market access and insights
Strong client relationship focus
Sophisticated financial solutions
Bottom Line
Citi Private Bank is ideal for: Ultra-High-Net-Worth individuals and families seeking comprehensive private banking with personalized service and comprehensive wealth management capabilities.
Consider alternatives if: You require different minimum investment thresholds, prefer alternative fee structures, or need specialized services not offered by Citi.
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