Dipendra Malhotra, former head of analytics, AI and data at Morgan Stanley's wealth unit, will help drive technology ...

Chris Biotti will join Citi in late May as head of its private bank for North America, according to a memo viewed by Barron’s.

To compete, big banks have struck direct lending partnerships similar to Citigroup and Apollo’s agreement. Last month, ...

Toby Gresham of Citi Private Wealth says small and mid cap companies will do better with deregulation and improving company balance sheets. He discusses Trump's sensitivity to equity and bond ...

This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter. Ida Liu, the global head of Citi’s private bank, is ...

Jeremy Knowland, the head of Citigroup Inc.’s private bank in the UK, is leaving the Wall Street giant after about two decades, the latest in a series of leadership changes for its wealth business.

Citi (C)group nearly credited about $6B to a customer’s account in its wealth-management business by accident, Bloomberg’s Todd Gillespie ...

Editor’s note: This is part two of a series about wealth planning for different generations. Part one was Talkin' 'Bout My Generational Wealth: Baby Boomers. Future articles will address ...

Revenue for Citi’s private bank, Wealth at Work—a unit that caters to high earners, like lawyers, and their employers—and Citigold rose 1%, fell 13%, and rose 6% from a year ago, respectively.

The near-miss in Citigroup’s wealth-management business magnified the intended amount by more than a thousand times and was detected on the next business day, according to people familiar with ...

Sieg is leaving for rival bank Citi, where he faces a big challenge ... Hans was promoted to head of private wealth last month and joined the company in 2014 from UBS. Schimpf was previously ...

Nearly a month after the departure of its private bank head, Citi has tapped a Bank of America executive to oversee its private banking operation in North America. Cayman Wills, a regional head, was ...