Citi Private Bank

Citi Private Bank serves ultra-high-net-worth individuals, families, family offices, and institutional clients with a minimum investment of $25 million. As part of Citi Global Wealth, the Private Bank operates within one of the world's most global financial institutions, with presence in over 150 countries. Citi Global Wealth manages approximately $990 billion in client assets, with the Private Bank's alternatives team alone overseeing $15.2 billion across approximately 100 professionals worldwide. Named Best Private Bank in the World for clients with $25M+ by Global Finance Magazine 2024.

Under Head of Wealth Andy Sieg, who joined from Merrill Lynch in September 2023, Citi Wealth has undergone significant transformation with emphasis on growing client investment assets and improving returns. In early 2025, Citi restructured its Private Bank leadership from a single global head to four regional leaders, enabling closer collaboration with products and functions essential to serving clients globally. Current Citi CEO Jane Fraser previously served as CEO of Citi Private Bank from 2009-2013, returning the bank to profitability during her tenure.

Investment Management

Citi Private Bank provides investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. The investment platform includes traditional equity and fixed income, alternative investments through hedge funds and private equity, co-investment opportunities, and sustainable investing solutions. Portfolio analytics capabilities help clients understand and optimize their holdings.

• Capital markets strategies and execution
• Discretionary and advisory portfolio management
• Alternative investments including hedge funds, private equity, and real estate
• Direct co-investment opportunities
• Sustainable investing solutions
• Portfolio analytics and reporting

Banking & Lending

The Private Bank leverages Citi's global banking infrastructure to provide sophisticated financing solutions. Lending capabilities extend beyond traditional securities-based lending to include specialty financing for art, aircraft, sports teams and stadiums, and commercial real estate. Treasury management and custody services support clients' operational needs across borders.

Wealth Planning & Legacy

Comprehensive wealth and estate planning services help clients structure and transfer wealth efficiently across generations. Philanthropic advisory supports clients in maximizing the impact of their charitable giving, while the next generation wealth program prepares heirs and business successors for their responsibilities. Family office advisory services support single-family offices with over $100 million in AUM.

Andy Sieg

Head of Wealth, Citi

Andy Sieg joined Citi in September 2023 as Head of Wealth and member of the Executive Management Team. Previously President of Merrill Wealth Management overseeing 25,000+ people. Served as senior wealth executive at Citi from 2005-2009. Harvard Kennedy School, Penn State.

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Chris Biotti

Head of Private Bank, North America

Chris Biotti joined Citi in 2025 with responsibility for private banking across the US and Canada. Previously spent 13 years at Bank of America Private Bank as Northeast Division Executive. Former professional ice hockey player. Harvard University, Suffolk University Law School.

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Steven Lo

Head of Private Bank, JANA & Asia South

Steven Lo has over 30 years of wealth management experience, having joined Citi in 1991. Based in Hong Kong, he leads private banking across Japan, Asia North, Australia, and Asia South. Previously Global Market Manager for Hong Kong, Thailand, and Vietnam. Loughborough University, Warwick MBA.

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Antonio Gonzales

Head of Private Bank, Latin America

Antonio Gonzales leads private banking across 20+ countries in Latin America with a team of 400+ professionals. Previously spent 18 years at J.P. Morgan, leading Private Bank Brazil 2021-2024 and serving as Head of Investments. São Paulo University engineering degree.

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