Our presence in worldwide capital markets and our access to an unparalleled range of products and information bring you diverse investment opportunities for your assets and allow us to provide you with objective advice.

You may choose us as one resource in your investment program or you may select us to manage your assets in accordance with your guidelines. If you choose to use us in your overall asset management, we can provide you with asset allocation decisions, alert you to attractive buy or sell recommendations and provide you with other useful market information. If you elect us to oversee the careful investment of your assets, we offer several alternatives:

INVESTMENT MANAGEMENT

Drawing upon the investment prowess of Citi Global Wealth Management, which comprises Citi Investment Research, the Tailored Group and Smith Barney in addition to Citi Private Bank, we provide access to an extensive array of asset classes and investment styles.

ALTERNATIVE INVESTMENTS*
Innovative Solutions from the Best Minds in the Business

What We Offer. Citi Private Bank provides qualified high-net-worth clients and institutional investors a range of alternative investments-from hedge funds, private equity, real estate, and exchange funds to special co-investment opportunities-from top-tier investment managers.

How It Fits Your Need. Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. In addition to attractive risk-adjusted return potential, alternatives allow clients to diversify their portfolios by investment strategy, portfolio manager, industry sector, geography and liquidity needs. Citi private bankers use multi-dimensional allocation tools to evaluate the best use of alternatives in a given portfolio.

How Managers Are Selected. We rely on our extensive experience to identify, evaluate and thoroughly vet managers. Some of the yardsticks we use include: performance, fidelity to investment style, expertise in the use of leverage and understanding of risk management. We offer investment solutions from some of the top firms in the field. Plus, access to Citi Alternative Investments–our group of in-house specialists–which has a long history of creating and managing our alternative investments that dates back to the 1960s.

Learn More about alternative investments at Citi Private Bank.

This site does not constitute an offering and is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. If and when an investment opportunity is structured, all investors must obtain and carefully read the related Offering Memorandum, which will contain the information needed to evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation or sale.
 
Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, which can include:

loss of all or a substantial portion of the investment due to leveraging, short-selling or other speculative investment practices;
lack of liquidity in that there may be no secondary market for the fund and none expected to develop;
volatility of returns;
restrictions on transferring interests in the fund;
potential lack of diversification and resulting higher risk due to concentration of trading authority with a single advisor;
absence of information regarding valuations and pricing;
delays in tax reporting;
less regulation and higher fees than mutual funds;
and advisor risk.

Past performance is no guarantee of future results.
 
The investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Citibank, Citigroup or any of their affiliates; and are subject to investment risks, including possible loss of the principal amount invested.

MANAGED ACCOUNTS
 
Select Exchange-Traded Funds (ETF) Allocations
Exchange-traded funds are index funds, very similar to traditional index mutual funds that allow investors to trade a portfolio of securities in a single transaction. They track a specific benchmark yet are traded like a single stock and are listed on a stock exchange such as the American Stock Exchange. This unique combination offers the benefits of tax-efficiency, low entry costs, intra-day pricing, diversification, liquidity and portfolio transparency.
 
Select Unified Managed Account (UMA)
The ever-increasing complexity of investment management can make coordinating decisions a full-time job. Often it seems that there are too many accounts to oversee, too many investment strategies to consider, too many reports to review and too many tax statements to organize.
 
Now there's a better way. The Select UMA program combines personalized investment planning, in-depth research, professional asset-management services, a variety of investment products and a diversified portfolio — all within a single account at Citi Private Bank.
 
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CURRENCY AND CAPITAL MARKETS

We offer global investing and trading advice and services from the #1 firm in foreign exchange for nearly 20 years.

DERIVATIVES*

Whether hedging concentrated positions in low-basis stocks or managing interest rate exposure, we offer risk management strategies, structured derivatives and execution. Citi Private Bank’s award-winning team makes innovative recommendations that can help you capitalize on current market opportunities.

BROKER/DEALER SERVICES**

Select clients may access Smith Barney’s renowned brokerage services for stocks, bonds and exchange-traded options. A dedicated team of financial consultants is prepared to assist you.

While the breadth of our investment options differentiates us from others, there is a common theme — working with every client to arrive at the right decisions. We begin by asking key questions to define your investment objectives.

The answers help us to implement an asset allocation plan that suits your needs. Once the program has been implemented, we are available, upon your request, to meet with you to discuss the re-allocation of your portfolio. In short, we take a disciplined approach to providing you with a tailored investment strategy.

* Alternative Investments and Derivatives are available through Citibank, N.A. and certain other Citigroup affiliates, including in the U.S., Citigroup Global Markets Inc.** Broker/Dealer Services are available from various Citigroup affiliates. In the U.S., securiites are offered through Citigroup Global Markets Inc., member SIPC.