All Insights

In this episode we discuss The Great Wealth Transfer - the $124 trillion expected to be transferred from baby boomers and older generations to younger generations such as Gen X and millennials by 2048, and to share their insights on proactive financial planning, education, and relationship-building between advisors and the inheriting generations to help ensure a smooth and prudent transfer.

We analyze how U.S. tariffs continue to leave an imprint on our forecast for the global economy.

In this fifth edition of our “Where Can We Take You” series, Hyun-Hee Kim, South Korea Custody Head discusses South Korea’s sweeping regulatory transformation and its imminent bond market index inclusion.

Citi Institute recently caught up with Hannes Hofmann, Head of Global Family Office Group, Citi Private Bank, to discuss key trends impacting family offices, ranging from geopolitics and artificial intelligence to philanthropy and art.

In Episode 10 of the Citi Digital Dispatch podcast series, Yuval Rooz, Co-founder & CEO at Digital Asset, offers insights on the future of borderless networks and digital assets. Tune into the podcast to explore how these technologies are reshaping global commerce.

Anne Malone talks with communications services and infrastructure analyst Michael Rollins about doubts that have crept into the markets concerning the pace of demand growth for data centers.

Expectations for U.S. based investment companies’ narrative disclosures continue to evolve from a regulatory and best practices perspective. As a result, boards of trustees, investment advisers and other service providers must remain informed to enable transparency and compliance. This article highlights key areas of focus based on recent regulatory changes, risk alerts and enforcement activity.

This report provides a quick guide to the key challenges and risks that investors, broker/dealers and custodians in Asia-Pacific are likely to face as the UK, European Union and Switzerland solidify their transition plans for October 2027.