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Investment management

Citi Investment Management – the Private Bank’s global investment management organization – has designed, delivered and managed customized portfolios and investments for the worldly and wealthy since 1935.

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Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.

We can customize these strategies according to your individual requirements, such as your sustainable investment objectives.

Our research, due diligence and oversight provide the foundation for every investment within your portfolio.

These include equity, fixed income, multi-asset class and alternative strategies from third-party managers who we vet extensively.

We utilize a core and opportunistic wealth framework, in which we recommend a broadly diversified core portfolio based on the long-term plan we create for you using our proprietary methodology.

 

This core portfolio is complemented by an opportunistic portfolio that seeks enhanced risk-adjusted returns by exploiting periodic short- or long-term opportunities.

Our unique perspective on building and preserving wealth over generations drives every aspect of our investment process.

Robert Jasminski
Global Head of Citi Investment Management
How we serve you
Institutional quality
Our discretionary portfolio managers draw upon Citi’s institutional resources, while our culture of discipline, risk management, and interests are aligned and transparent.

Our open architecture platform delivers a range of core, opportunistic and thematic strategies across asset classes from proprietary and extensively vetted third-party managers.

We offer direct portfolio manager access, complete transparency into your holdings, and in-depth updates on performance and strategy.

Global opportunities
We combine Citi’s global reach with local expertise to provide you with the widest range of opportunities in both emerging and developed markets.

These dual perspectives allow us to craft diversified core portfolios complemented by timely, opportunistic investments that seek to deliver enhanced, risk-adjusted returns.

Customized approach
Every engagement with you begins with an in-depth understanding of your risk and return parameters, liquidity needs, and investment time horizon.

Our holistic advice incorporates your personal goals, from legacy planning to sustainability.

For eligible clients, we also offer wholly bespoke portfolios.

Your questions

Our approach treats severe loss during a crisis – rather than volatility – as the most significant risk to an investor's portfolio.

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Among the multi-year investment themes to which our managed strategies offer exposure are Unstoppable trends, Exploiting mean reversion and Overcoming financial repression.

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There’s a widespread perception that applying ESG criteria means sacrificing performance. We disagree.

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Meet our people

Robert Jasminski caricature
Global Head
Robert Jasminski
Global Head of Citi Investment Management
“Our unique perspective on building and preserving wealth over generations drives every aspect of our investment process.”

Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.

He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.

Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.

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Robert Jasminski caricature
Global Head
Robert Jasminski
Global Head of Citi Investment Management

Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.

He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.

Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.

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Gregory van Inwegen
Global Head of Quantitative Research and Asset Allocation - Citi Investment Management

Gregory has overall responsibility for quantitative research and asset allocation within Citi Investment Management. He oversees Adaptive Valuation Strategies, our methodology for determining the suitable long-term mix of assets for each client’s portfolio. He also serves as Vice Chairman of the Private Bank’s Global Investment Committee, which sets our tactical asset allocation policy.

Previously, he was chief investment risk officer at Ivy Asset Management, director of research at Rydex Investments and a director at the global research center in Deutsche Asset Management.

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Jonathan Leach
Global Head of Investment and Client Solutions – Citi Investment Management

Jonathan oversees the new product development process for CIM, developing differentiated offerings across the franchise globally. Jonathan was previously Head of Investments for North America and before that served as Head of Investment Counseling for North America, the New York area, and the UK.

Prior to joining the Private Bank in 2005, Jonathan worked at Barclays Private Bank and Merrill Lynch Wealth Management in London, also focusing on investment management.

Jonathan holds a bachelor’s degree in economics from the University of Nottingham.

He also serves as a Trustee for the Boys & Girls of America Northeast.

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Scott Edmonds
Global Head of Fixed Income at Citi Investment Management

Scott is responsible for CIM’s overall global fixed income strategy and has oversight of the fixed income teams in Stamford, London, and Hong Kong. He is a voting member of the Private Bank’s Global Investment Committee.

Prior to joining Citi, Scott was a Director of Fixed Income for Wealth Services at Wilmington Trust, and a member of the committee responsible for determining bank-wide investment policy. He started his career on the taxable institutional fixed income desk in 1989.

Scott has a bachelor’s degree and an MBA from the University of Delaware.

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Jeffrey Sutton
Global Head of Portfolio Solutions Citi Investment Management

Jeffrey leads the CIM Portfolio Solutions team and oversees the portfolio management of Multi-Asset Class Solutions (MACS), advisory portfolios, and the research team selecting traditional investment managers. 

Previously, Jeff was at Oppenheimer & Co., where he oversaw asset allocation, manager selection, portfolio construction, and risk management in their Consulting Group. Prior to that, he was a director of manager research at UBS Global Asset Management. Jeff has also held roles at Northern Trust, ForstmannLeff, UBS PaineWebber, and Smith Barney. 

Jeff has a bachelor’s degree from Indiana University and an MBA from the Charles H. Kellstadt Graduate School of Business at DePaul University.

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Francesco Bertoni
Head of Citi Investment Management
Europe, Middle East, Africa and Latin America

Francesco oversees all of Citi Investment Management activities in Europe, Middle East, Africa and Latin America. He is also a member of our Global Investment Committee.

Francesco has more than 27 years of investment experience across different asset classes and geographical areas as a portfolio manager for high net worth, retail and institutional clients. Francesco joined Citigroup in 2003 from INVESCO Asset Management Limited.

Francesco started his investment career as a portfolio manager with Sige Consulenza, part of the IMI Group, in Milan.

He holds an economics degree from L.Bocconi University in Milan.

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Daniel Chan caricature
Daniel Lei Chan
Head of Citi Investment Management
Asia-Pacific

Daniel oversees Citi Investment Management’s activities in the Asia-Pacific region. He has over 26 years of public and private equity investment experience. Prior to joining Citigroup, he was a founding member of The Dellacorte Group, a private equity firm focusing on middle market buyout transactions.

Previously, Daniel was a senior portfolio manager at Wilmington Trust, responsible for managing discretionary investment portfolios for institutional and private investors. He began his career at UBS, becoming a portfolio manager co-managing a non-US equity product.

Daniel has a joint MBA degree from the NYU Stern School of Business, London School of Economics and HEC School of Management, Paris. He also received a BS in Finance and Management from NYU Stern and is a holder of the Chartered Financial Analyst designation.

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Harlin Singh Urofsky
Global Head of Sustainable Investing

As Head of Sustainable Investing, Harlin works across Citi’s investment divisions to develop and oversee investment solutions along the full spectrum of sustainability - ESG integration, socially responsible,thematic and impact investments - to ensure the integration of sustainable practices in alignment with Citi’s best thinking on research, asset allocation and diversification. She also works closely with the Chief Investment Officer and Chief Strategist teams to deliver thought leadership and content to clients and external partners and works with the Global Investments Lab to develop and deliver client portfolio analytics.

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Archie Foster
Co-Head of Global Equities Citi Investment Management

Archie oversees CIM’s fundamental and systematic equity portfolio managers in the US and London. He is also the lead portfolio manager for the Citi Global Multi-Thematic Portfolio and helps set the Private Bank’s tactical asset allocation as an alternate voting member of the Global Investment Committee. 

Previously, Archie was CIM’s Director of Portfolio Research and oversaw Citi Investment Management’s equity research team. He has also served as Head of Equity Direct & Advisory, providing equity analysis and ideas across developed and emerging markets, and as Head of Equity Research Product Management for Citi Research US.

Archie has a bachelor’s degree in English literature from the University of Richmond. 

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OUTLOOK

Outlook 2020

In Outlook 2021, we put forward positive actions for your portfolio in this new economic cycle. We urge you to determine the amount of cash you really need to hold over the coming years and to put the rest to work.

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