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Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Citi Private Bank

  • Min. account size

    £5,000,000
  • Company type

    Private Bank
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1812

Citi Private Bank Factfile

Citi Private Bank is part of Citibank, the global financial institution. Using the capabilities of the global bank, the private bank caters to the needs of the ultra high net worth individual and family; providing investment, banking, lending and wealth advisory services.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £10,000,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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