Citi Private Bank

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James Holder

James oversees all aspects of the Private Bank’s operations throughout Northern Europe. He also advises families of significant wealth on best practices in family office and investment management across Europe, the Middle East and Africa. 

He joined the Private Bank in 2005 to work on the UK team. Previously, he has worked for Barclays and HSBC Investment Bank, having trained as a Chartered Account within Coopers & Lybrand’s corporate finance division.
He is a Fellow of the Institute of Chartered Accountants in England and Wales and is a registered representative for Corporate Finance, Securities and Derivatives.

 

Citi Private Bank’s Northern Europe operation is dedicated to serving our clients across the region from offices in Jersey, Monaco, Geneva , Zürich and London. We provide a broad range of investment advice and solutions, as well as investment finance, banking and cash management, custody, trust services, and more.

The Global Family Office group serves more than 1,000 families around the world, providing a wide range of financial, advisory, and educational resources to family offices of all sizes and complexity.

 

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