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Saturday, October 3, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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Citi Wealth

In PWD coverage since August 18, 2026 · 11 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Fund launch — coverage
PWD coverage
Family Office

Citi's family office survey finds patient capital and an unsolved handover

Ninety per cent of surveyed family offices made money this year; about a third of them face a leadership transition, and Citi has hired a planner-in-chief to meet it.
The Close · Sep 23The family office pivot to public equities is a succession trade
Family Office · Sep 18HSBC bundles the concierge; Citi refers it out
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
Moves · Aug 24The custody layer gets its own talent war
The Close · Aug 22The platform talent war moves upstairs
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
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