We advise single family offices of every size and structure throughout the world. Explore our unique offering for family offices, with advisory services covering all aspects of creation, operation and transformation of family offices.

May 12, 2023 · Goldman Sachs is one of the world's leading banking firms. It provides a range of financial services to government, corporate, retail, and investment clients, including: Investment banking...

We combine Private Bank resources with those of Citi’s Institutional Clients to address key client needs: Portfolio analytics: Institutional-level analytics, actionable strategies and best practices for family offices.

All of Citi’s rivals in the business of financial advice, such as Goldman Sachs, Morgan Stanley, and Bank of America—where Sieg previously ran Merrill Lynch—have also leaned into scaling up ...

Mar 20, 2024 · Citi Private Bank are strengthening their Global Family Office (GFO) with a new appointment. Richard Weintraub has been named by Citi Private Bank as the new head of the Family Office Group for the Americas.

Oct 28, 2024 · Goldman Sachs has hired Citi Private Bank’s former South Asia head of global family office in Singapore, Asian Private Banker understands. Jonathan Gan has recently joined Goldman Sachs as executive director for the alternative capital markets group, according to an update on his LinkedIn profile.

Jun 5, 2024 · The top private banks, including HSBC, J.P. Morgan, UBS, and Goldman Sachs, provide specialized wealth management, estate planning, and investment strategies that not only preserve and grow their clients’ assets but also contribute significantly to …

Before joining Citi, Jane was a partner at McKinsey & Company. She started her career in mergers & acquisitions at Goldman Sachs and then worked for Asesores Bursátiles.

Citi Private Bank continues its hiring spree, adding a three-person team from Goldman Sachs Group Inc <GS.N> in Seattle and a banker from Wells Fargo Private Bank in New Jersey.

Oct 28, 2024 · A spokesperson from Goldman Sachs has confirmed the hire, while Citywire Asia has reached out to Citi for comment. Gan joined Citi Private Bank in 2021 as part of the bank’s push to beef up private market capabilities in the family office space.