Julie Koo, Citi’s managing director and head of investment management sales, uses the analogy to give a sense of how the bank organises its product shelf.
Tag: Citi Private Bank
Citi PB demystifies Chinese investors
How China’s high net worth investors made their wealth has shaped the way they want to invest it. Julie Koo, managing director and head of the private bank’s investment management sales, explains.
What Citi PB looks for under the hood
Fund selection involves seeing exactly what’s underneath the sometimes creative description of the product, according to Julie Koo, managing director, head of Citi investment management sales for Asia-Pacific.
The FSA Spy market buzz – 03 August 2018
Citibank adds; Focus fund decisions; Man Investments gears up; Fidelity cuts prices; Crystal balls; Japanese robo-advisors; advertising from Lion Global and Nikko and much more.
Citi PB goes overweight on A-shares
This year China A-shares are Citi Private Bank’s biggest call globally, according to Roger Bacon, head of investments for Asia-Pacific, while fixed income in client portfolios is getting intense focus.
SJP, Citi PB reveal appointments
St James’s Place Wealth Management Asia has appointed Enzio Von Pfeil as a partner, while Citi Private Bank has named Catherine Cheung as its new Asia-Pacific strategist.
The FSA Spy market buzz – 02 February 2018
Exit at Aberdeen Standard; Change at Citibank; JP Morgan Alumnus reappears; UOB doesn’t change; Amazon’s shareholders; Volatility – meh; Emotions and investing; Banana coins and much more…
Citi PB appoints Proctor in new role
As part of Citi Private Bank’s new organisational structure, Adam Proctor has been reassigned to head the newly-created position of Singapore-based global market manager for Singapore, Australia and New Zealand, effective immediately, according to a statement from the firm.
Citi PB: Making it on the focus list is difficult
A majority of client assets go to just a handful of funds that are marketed by private banks at a given point in time, according to Roger Bacon, Citi Private Bank’s head of investments for Asia-Pacific.
Citi: Clients taking beta off the table
The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
