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Professional investors

We know that professional investors often have sophisticated personal wealth needs that demand institutional-level services.

Private equity and hedge fund principals, leading portfolio managers and traders, and executives of major financial institutions are some of the professional investors whom we serve.

The Private Bank has a close partnership with Citi’s Institutional Clients Group, which serves companies, governments and other institutions with corporate and investment banking products and services.

This enables us to provide services to our professional investor clients that are typically reserved for the world’s largest institutions.

Our offering includes direct relationships with our capital markets specialists, electronic trading, margin facilities, accounts in multiple regions of the world, institutional research, and access to direct private equity and real estate opportunities.

We also advise upon and finance acquisitions of artwork and business aircraft, and help create wealth plans, including for complex and cross-border situations.

Paul Ferry
Head of the Financial Professional Client Group
Meet our wealth expert

Paul oversees our services for financial professionals throughout Europe, the Middle East and Africa. He joined Citi in 2009 as Head of Global, European and Specialist Equity Sales and joined the Private Bank in 2016.

Previously, Paul was Head of Distribution at ICAP and led the hedge fund coverage team at Merrill Lynch between 2001 and 2008. From 1986 to 2001 he was Executive Director of global hedge fund sales at UBS.

Paul studied business and accounting at Westminster Business School and is a Fellow of the Chartered Institute for Securities & Investment.

Become a client

Comprehensive services for your wealth

We offer customized services to help you protect and grow your wealth.

Insights

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

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Insights

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

View all insights

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