Citi Private Bank provides customized alternative investment solutions to high net worth individuals and families seeking diversification. Their platform offers access to private equity, real estate, hedge funds and other alternative assets. With global presence and local expertise, Citi Private Bank leverages insights, advice and innovative offerings to meet the sophisticated needs of clients. However, the high minimums and complex due diligence can make alternative investments difficult for some individual investors to access.
Citi Private Bank provides customized alternative investment portfolios
Citi Private Bank has dedicated alternative investment professionals to understand client needs and build customized portfolios. They offer multiple structures such as fund of funds, managed accounts, and co-investments across private equity, real estate, hedge funds and more. Minimum investment levels vary based on offering but tend to be over $5 million.
Citi combines global footprint and local expertise
With presence in over 100 countries, Citi Private Bank leverages global connectivity and local expertise to source and evaluate alternative investments worldwide. Their on-the-ground investment professionals have localized knowledge and relationships to identify opportunities tailored to client interests.
Complex due diligence is a key component
Citi Private Bank’s alternative investment team conducts rigorous due diligence to select opportunities that balance risk and return. This due diligence, along with customized portfolio construction and risk management, aims to provide access while mitigating downside.
High investment minimums limit broader individual investor access
While Citi Private Bank opens alternative investment access to ultra high net worth clients, the multi-million dollar minimums remain out of reach for many individual investors. The complexity and customization also require scale and resources less accessible outside the private bank ecosystem.
Citi Private Bank leverages global platform and expertise to provide customized alternative investment portfolios to high net worth clients, though minimums and complexity limit broader individual investor access.