Portfolio Analytics

The Global Investment Lab is a unique team dedicated to helping you understand what really matters in your portfolio and the opportunities open to you.

As your wealth grows, the needs of your investment portfolio typically become increasingly complex.

Understanding your true risk exposures can be especially challenging, for example, when you have many holdings across multiple providers.

The Global Investment Lab is a unique team dedicated to providing institutional-caliber advice in relation to portfolio construction, risk management and investment strategy.

Among those whom we regularly serve are wealthy individuals and their businesses, trusts, endowments and foundations and family offices.

Our professionals begin by gaining a full understanding of your situation and goals in order to uncover risk exposures and potential opportunities in your portfolio.

As well as your core and opportunistic portfolios, we assess your other assets, liabilities and business interests in light of your investment goals and risk appetite.

To do so, we employ sophisticated, proprietary modeling techniques.

Our areas of focus include portfolio risk assessment, investment strategies and customized portfolio construction across asset classes.

Among the many issues we can advise upon are managing concentrated positions, developing a private equity commitment strategy, establishing a philanthropic foundation and a strategy to meet education costs.

The Lab applies global perspectives and sophisticated analytics to assist those with particularly specialized or complex needs.

Philip Watson
Head of Global Investment Lab and Chief Innovation Officer for the Private Bank

How we serve you

Global insights and local perspectives
The Global Investment Lab has professionals based in New York, Beverly Hills, Miami, Toronto, London, Geneva, Dubai, Hong Kong and Singapore.

They apply global insights as well as local perspectives when providing strategies customized to your needs.

Our quantitative and qualitative analysis supplies the framework for developing your portfolio, as well as actual implementation possibilities.

Holistic view of your wealth
The Lab undertakes in-depth analysis of your entire wealth, across all your banking relationships.

We approach your investment portfolio as an accumulation of risk exposures.

Our analysis therefore aims to consider your wealth holistically.

At your request, we can also undertake specialized analysis of areas of your portfolio where you need even deeper insights.

Actionable insights
Having identified your risks and opportunities, we apply innovative problem-solving skills to create actionable insights.

Based on these, we create for you a wholly personalized strategy.

We then work with you, your Banker and your Investment Counselor to implement this strategy.

Meet our people

Global Head

Philip Watson

Head of the Global Investment Lab

Based in London, Philip has overall responsibility for the creation and delivery of innovative and holistic wealth management strategies, asset allocations and risk management to individuals and family offices across the world.

With over twenty years’ financial industry experience, he held various roles across Citi’s Institutional Clients Group before joining the Private Bank.

In addition to leading the Global Investment Lab, Philip serves as the Private Bank’s Chief Innovation Officer. In this role, he supports clients by sharing insights and perspectives on key trends and emerging technologies, and by connecting them to resources from across Citi's innovation network.

Philip graduated from Leeds University with a degree in economics and French.


Outlook 2022

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

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