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  2. Citi Private Bank - Wikipedia

    en.wikipedia.org/wiki/Citi_Private_Bank

    Citi Private Bank is the private banking division of Citibank; it provides banking services to high-net-worth individuals, family offices, law firms, and other institutions. According to the company's website, it has a minimum investment level of $10 million and a total net worth requirement of $25 million; [ 1 ] however, in some cases, these ...

  3. Citigroup - Wikipedia

    en.wikipedia.org/wiki/Citigroup

    Citigroup Inc. or Citi (stylized as citi) is an American multinational investment bank and financial services company based in New York City.The company was formed in 1998 by the merger of Citicorp, the bank holding company for Citibank, and Travelers; Travelers was spun off from the company in 2002.

  4. Family offices are booming: Inside the secretive finance ...

    www.aol.com/finance/family-offices-booming...

    Private investments and alternatives typically make up a substantial portion of a client's portfolio—a 2024 report from J.P. Morgan Private Bank puts it at 45% of assets—whether that be in ...

  5. Ida Liu - Wikipedia

    en.wikipedia.org/wiki/Ida_Liu

    In 2011, she founded Citi Private Bank's newly formed North America Asian Clients Group [12] [13] [14] before becoming Global Market Manager for New York in 2016. [9] In 2019, she was promoted to head the Private Bank in North America. [15] In 2021, Liu was appointed Global Head of Private Banking. [1]

  6. Citi to combine wealth management units under single business

    www.aol.com/news/citi-combine-wealth-management...

    The new unit, formed by combining wealth management teams in global consumer banking and the institutional clients group, will be led by Jim O'Donnell and will include the Citi private bank and ...

  7. Court Square Capital Partners - Wikipedia

    en.wikipedia.org/wiki/Court_Square_Capital_Partners

    Court Square Capital Partners is a private equity firm focused on leveraged buyout transactions. Court Square was originally a captive private equity firm within Citigroup known as Citigroup Venture Capital Equity Partners. Court Square's investment professionals have invested over $4.5 billion in more than 150 transactions, which have returned ...

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