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We empower you to create portfolios that align with your personal values while pursuing competitive risk-adjusted returns.

Sustainable Investing Collage

By nature, clients of the Private Bank are progress makers who strive to improve the world we live in.

Among their priorities are protecting the environment, contributing to a more equitable society and raising standards of corporate behavior.

They pursue these goals by many means, such as entrepreneurship, philanthropy and advocacy.

Increasingly, they are also choosing to do so via their portfolios. In common with the Private Bank and the wider Citi, they believe that private capital can and should be used to effect positive change.

This principle is at the heart of Investing with Purpose (IwP), our approach to investing in a manner that aligns with your personal values while maintaining quality and improving investment outcomes. 


Our offering of sustainable investments comprises managed opportunities, alternative investments and capital markets strategies. Whether you seek exposure to individual investments or wish to build entire core and opportunistic portfolios aligned to your values, we can help you realize your sustainability goals.

We enable investors to pursue simultaneous societal change and competitive financial returns.

Harlin Singh Urofsky
Global Head of Sustainable Investing

How we serve you

Portfolios built around you
IwP is the natural extension of our years of customizing portfolios for our clients.

We begin with an in-depth understanding of your sustainability goals and preferences and implement them with investments that meet your risk and return characteristics.

Our robust platform comprises opportunities across all asset classes. The Private Bank also offers self-directed sustainable investments in order to meet risk profile requirements and thematic preferences such as renewable energy or clean water.

Moreover, we provide access to investments such as green and social bonds that have a clearly defined use of proceeds.

If you seek thematic investments, we can create this exposure by adding an opportunistic/thematic tilt to either a traditional core portfolio or a core portfolio comprising broad environmental, social and governance (ESG) managers.

Institutional-caliber analytics
We to help ensure your investments align with, your sustainability and risk/return priorities.

These include asset allocation optimized to reflect your goals, a gap analysis that scores your portfolio against your specified benchmark(s), and ongoing assessment of risks from biases in your portfolio.

We offer these across all your holdings at Citi and elsewhere.*

Learn more
Our culture of sustainability
Citigroup is a long-time advocate of sustainability and inclusion practices in the financial sector and in society more broadly.

In the years since Citi joined the UN Environmental Finance Initiative in 1997, we have co-founded the Equator Principles, Green Bond Principles, and Poseidon Principles.

We also led the way in our industry as the first US financial services signatory of various global initiatives and supported the Business Roundtable Statement on the Purpose of a Corporation.

Our external and internal initiatives equally reflect our commitment to social progress, a chief component of which, in our view is expanding opportunities to low- and moderate-income and marginalized communities.

We are honored to have been named by the Wall Street Journal as a top five S&P 500 company for diversity and inclusion, and to be cited on numerous best-of lists around the globe for civic engagement, diversity and inclusion.

Meet our people

Global Head

Harlin Singh Urofsky

Global Head of Sustainable Investing
We enable investors to pursue simultaneous societal change and competitive financial returns.

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.

Global Head

David Bailin

Global Head of Investments & Chief Investment Officer
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“The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.”

David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He has been a co-founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.


Read some of our insights into the key issues for you and your wealth.

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Read some of our insights into the key issues for you and your wealth.

View all insights
Contact us

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

*Available when clients share information of their holdings at other financial institutions.

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