表纸
市场调查报告书

Citi Private Bank:竞争的简介

Citi Private Bank - Competitor Profile

出版商 GlobalData 商品编码 969003
出版日期 内容资讯 英文 33 Pages
订单完成后即时交付
价格
Citi Private Bank:竞争的简介 Citi Private Bank - Competitor Profile
出版日期: 2020年10月29日内容资讯: 英文 33 Pages
简介

Citi Private Bank,是花旗集团的机构客户集团,反映出该银行利用机构银行业务能力为超高净值(UHNW)客户提供服务的战略。花旗银行零售银行业务中的品牌为低端市场提供服务。

花旗集团日益重视数位化,并于2020年1月推出数位投资平台Citi Wealth Builder,将大大增强其在全球的财富提供。Citi Wealth Builder提供基于目标的财务帮助,并帮助客户实现其财务目标。

本报告提供Citi Private Bank的相关调查,运用资产(AUM)相关主要资料,与企业的策略财务成果相关洞察,产品的创新,行销活动,及其他的主要企业详细内容,客户和服务等资讯。

目录

目录

  • 摘要整理
  • 策略
  • 财务成果
  • 客户与产品
  • 行销与广告

附录

本网页内容可能与最新版本有所差异。详细情况请与我们联系。

目录
Product Code: GDFS0484CA

GlobalData's 'Citi Private Bank - Competitor Profile' provides a comprehensive analysis of Citigroup's wealth operations. It offers insight into the company's strategy and financial performance, including key data on assets under management (AUM). Customer targeting and service propositions are covered, as are product innovation, marketing activities, and other key company details.

Citi Private Bank is part of Citigroup's Institutional Clients Group, reflecting the bank's strategy of leveraging institutional banking capabilities to serve ultra-high-net-worth (UHNW) clients. The lower segments of the market are served by brands that sit within Citibank's retail banking business.

Scope

  • Citi Private Bank mainly focuses on UHNW customers with assets of at least $25m. The bank also requires its clients to hold a minimum of $5m-10m (depending on the market) in assets in accounts and products managed by Citigroup.
  • To facilitate effective wealth management during the COVID-19 crisis, in June 2020, Citi Private Bank formed the Citi Private Capital Group to provide institutional services to private investment companies, family offices, and pools of private capital. It is majorly focusing on family office clients by developing experienced teams that deliver advanced investment strategies across every asset class.
  • Citigroup's growing focus on digitalization and launch of digital investing platform Citi Wealth Builder in January 2020 will substantially strengthen its wealth offering worldwide. Citi Wealth Builder offers goal-based financial assistance and helps clients meet their financial goals.
  • North America (Canada and the US) is the biggest market for Citi Private Bank, both in terms of AUM and revenues.
  • Citigroup also continues to focus on its wealth business in Asia, underpinned by digitalization. Citigroup is expecting a 10% increase in new clients and assets in Asia in 2020.

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth for Citi Private Bank and benchmark this competitor against other global wealth managers.
  • Understand Citi Private Bank's current strategic objectives and their impact on financial performance.
  • Discover Citi Private Bank's key products and client targeting strategies and examine whether these have been successful.
  • Learn more about Citi Private Bank's marketing strategy, social media presence, and digital innovations.

Table of Contents

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers & Products
  • Marketing & Advertising

Appendix