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We see our relationship with you holistically. Our belief is that the purpose of wealth is to sustain your family and its values for generations.
Jose Ernesto oversees all aspects of the Private Bank’s operations in Latin America.
In his previous role, he was responsible for Citi Private Bank Mexico, and before that, spent 21 years with Banamex-Accival Financial Group, performing roles including deputy managing director of Banamex Private Bank and managing director for institutional equity sales and trading.
Jose Ernesto holds a BA in Business Administration from the Instituto Autónomo de México. He is president and founder of Fundación Mazahua, an organization dedicated to improving education and health conditions of the Mazahua Indians in central Mexico.
Citi Private Bank’s Latin American operation is dedicated to serving our clients across the region from offices in Miami, New York, Houston, Rio de Janeiro, São Paulo, Mexico City, Bogota, Santiago, Geneva and London, providing a broad range of investment advice and solutions, as well as investment finance, banking and cash management, custody, trust services, and more.
Custody services are provided by Citibank, N.A. Citi Trust is the business name for a wide range of personal trust and estate management and related services provided by Citigroup Inc. or its affiliates to individuals, families and charitable entities throughout the world. Not all products and services are provided by all affiliates or are available at all locations. Neither Citigroup nor any of its affiliates provides tax or legal advice. The services of Citi Trust - International are available to clients who are neither residents nor citizens of the US and are provided by one of the following entities: Cititrust Private Trust (Cayman) Limited, Cititrust Private Trust Zurich GmbH, Cititrust (Bahamas) Limited, Cititrust (Cayman) Limited, Cititrust (Jersey) Limited, Cititrust (Singapore) Limited, Cititrust (Switzerland) Limited, Citicorp Trust Delaware, N.A. The service providers are referred to collectively as Citi Trust. Cititrust (Jersey) Limited, whose contact details are P.O. Box 728, 38 Esplanade, St. Helier, Jersey JE4 8ZT, Channel Islands, telephone number + 44 1534 608000 is licensed by the Jersey Financial Services Commission for the conduct of Trust Company Business.