Wealth Management

We are joined by Mary Kate O’Hare, Head of Art Advisory, Citi, and Wendy Chang, Director of the Rennie Collection, to discuss the appeal of collecting art and the aesthetic and wealth creation benefits.

This is an extraordinary time in global history. Over the next decade, it is projected that there will be $100 trillion dollars of new wealth around the world – created through human ingenuity, free markets, great ideas and capital and talent coming together. So says Andy Sieg, Head of Citi Wealth. Andy joins the podcast to discuss all things Wealth. From clients’ increasingly global needs to private banking and wealth planning. As well as Citi Wealth - the exciting new integrated division he’s returned to Citi to lead. Joining Andy is Kristen Bitterly, Head of Investment Solutions for Citi Wealth. Kristen talks about the emergence of technology in wealth management, the important causes investors are backing and the unique professional and personal rewards working at Citi brings.

The report discusses how the industry is focusing on addressing these challenges through transforming their technology infrastructures, service models and operating models from ideation to post-trade, to meet the needs of their clients and enhance the client experience. 67% of our survey respondents indicated the digital client experience is their top focus area for their technology and operations strategies.

A new report by Citi Research’s Nicholas Herman looks at the rapid rise of private markets and alternative asset managers in the past 10 or so years.

Private assets have boomed in recent years as investors have flocked to them for diversification and as their performance outstripped that of public markets.  A new report by Citi Research’s Alexander Saunders serves as a handy primer on this increasingly vital part of many investment portfolios.