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.

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.

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.

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.

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.