Alert iconWarning: Unsupported web browser

In View no longer supports your current web browser version, which means some functionality may be limited. Please update your browser for the best experience before you log in.

close icon
Citi Private Bank logo

Unsupported browser

Our website no longer supports your current web browser version, which means you are no longer able to access this website. Please update your browser to continue.

Continue

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.

Portfolio analytics collage
Repeating circle patterns made in sand
Aerial photo of a starting grid on a race track

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

Philip Watson sketch
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.

close icon
Philip Watson sketch
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.

close icon
Shu Zhang sketch
Shu Zhang
Head of Global Investment Lab
North America

Based in New York, Shu oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.

Prior to the Private Bank, Shu was Head of Portfolio Construction at US Investment Solutions at UBS Financial Services. Previously, she conducted manager due diligence and managed $12 billion in sub-advisory funds within the Investment Management Group of Diversified Investment Advisors. She also served at BARRA RogersCasey, a pension consulting firm, where she serviced large pension plans.

Shu gained an MBA from Northeastern University and holds the CFA designation.

close icon
Juan Francisco sketch
Juan Francisco Clemenza
Head of Global Investment Lab
Latin America

Juan Francisco leads a team of portfolio analysts that provides advice on portfolio construction, risk analytics and investment strategy to individuals and their family offices from across Latin America.

He has over ten years of experience in the financial industry. Previously, he was a senior analyst at Bloomberg.

Juan Francisco has a bachelor’s degree in electrical engineering from Simón Bolívar University in Caracas, Venezuela and a master’s in electrical engineering from Columbia University in New York.

close icon
Vamsi Sukhavasi sketch
Vamsi Sukhavasi
Head of Global Investment Lab
EUROPE, MIDDLE EAST AND AFRICA

Based in London, Vamsi oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.

Before joining the Private Bank, Vamsi worked in strategy, M&A and operations for Citi in India, Spain, South Korea, Singapore and the UAE.

Vamsi holds the CFA and CAIA designations and has a master’s in finance from Singapore Management University and an MBA.

close icon
Rajesh Adwalpalker sketch
Rajesh Adwalpalker
Head of Global Investment Lab
Asia-Pacific

Rajesh oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across Asia-Pacific.

Previously, he worked as a product specialist providing fund-linked solutions and as a Treasury analyst, building ALM/market risk models used to manage liquidity and interest rate risks for Citigroup. He has more than seventeen years banking experience.

Rajesh is a graduate of the Indian Institute of Technology, Delhi and did his postgraduate studies at the Indian Institute of Management, Lucknow. He holds the Chartered Financial Analyst and Financial Risk Manager designations.

Outlook image
OUTLOOK

Outlook 2021

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.

Find out more

Contact us

To help us put you in touch with the right advisor or team, please answer the following questions.

Close Contact Form
Close Modal

You're about to leave the Citi Private Bank website

By clicking continue, you will visit a third-party website that is not owned or managed by us.

We have no control of the content, privacy or security beyond this point.

Continue

Stay on this page