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Why Us

We offer you customized private banking that crosses borders. We connect you to opportunities globally and introduce you to a unique network of your peers. Our focus is always upon you and the needs of your wealth.


What makes us different

Citi Private Bank is like no other. We take a distinctive approach to serving our unique clients.
We exist to serve the world’s wealthiest individuals and families. We believe this focus enables us to offer highly personalized attention to our clients’ needs. We also provide regular opportunities for you to meet your peers from around the world at events that inform, educate and entertain.
Shared values
While our clients hail from more than 100 nations and from many walks of life, they share certain values and behaviors that transcend national borders. We call these values and behaviors “global citizenship.”
Global reach

The Private Bank is part of Citi, one of the world’s largest financial institutions.

With a network spanning 162 countries and jurisdictions across six continents, Citi serves over 100 million consumers and an institutional client base of around 13,000.

Institutional caliber

The Private Bank has a close partnership with Citi’s Institutional Clients Group. As a result, our qualified private banking clients can benefit from many of the same resources and services as the world’s major institutional investors.

Our accolades

It is our privilege to serve some of the world’s wealthiest individuals and their families. And we are proud that our efforts on their behalf have received frequent recognition in industry awards. Such accolades are a testament to the dedication of our teams around the world.

Beyond borders

We can offer clients a Private Banker in every global region where they desire one, helping to meet the needs of their increasingly global families, businesses and investments.

Comprehensive services for your wealth

Financial planning
Professional financial plans including detailed net worth statements, evaluations of your asset allocation, and multi-year cash flow analyses.
Learn more  about Financial planning

Meet our people

Global Head

Ida Liu

Global Head of Private Banking, Citi Global Wealth

Ida leads the Private Bank globally and is a member of Citi Global Wealth’s Leadership Team.

Between 2019 and 2021, Ida had overall responsibility for the Private Bank throughout North America. Previously, she was Global Market Manager for New York and also the founder of Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching the Fashion, Retail and Entertainment Group.

Before joining Citi, Ida was Global Head of Sales, Marketing, Public Relations and Business Development at Vivienne Tam, a women’s wear design house. Having begun her career in mergers and acquisitions at BT Wolfensohn – now Deutsche Bank – Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century.



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

View all insights


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

View all insights
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