Sun 20th Apr 2014
About Us   l   Sitemap   l   FAQ   l   Contact Us
Not yet a member?     Forget your password?

Citi Private Bank

Key Corporate Data
Figures are for UK and are as at 31/12/xx, unless otherwise stated.

Private Client Assets Under Management 76384m134,912m160000m15,300m-
Private Client Assets Under Advice -----
Total Staff Employed in Private Client Business 3,3293,1892,848228-
Number of Client Relationship Staff ---16-
Total Number of Private Client Accounts 58,84458,45054,012480-
Discretionary and Advisory Business Split (%) 20/8020/8025/7525/7525/75
Regulatory Bodies : Financial Conduct Authority, Prudential Regulation Authority
Financial Year: January to December
Auditors: KPMG

Explanatory Notes
1 Assets Under Management, Total Staff and Number of Private Client Accounts for 2012 are for the UK Private Bank, all other figures include global figures
2 2008 accounts are approximate, representing EMEA, including Citi Smith Barney
3 2009 AUM reflects the placement of Smith Barney into a joint venture with Morgan Stanley in 2009.

Add to Shortlist

    PAM News  
FCA warns wealth managers to be clearer on advice costs
UK investors show increasingly positive outlook for UK equities - survey
Be aware of disruptive technologies and 'mega trends,' says RBC Wealth Management
Fidelity lobbies FCA for ban on exit charges
Real estate and private equity to lead fund growth in 2014 - survey
Slower growth in China is investors' biggest concern, says J.P. Morgan Private Bank survey
Chinese moguls eclipse Duke of Westminster as UK property kings
Deutsche Asset & Wealth Management predicts solid 2014
Adviser optimism to drive asset allocation shift across Europe, say Blackrock researchers
AXA Wealth sets out impact of new platform rules