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市場調查報告書

Citi Private Bank:競爭的簡介

Citi Private Bank - Competitor Profile

出版商 GlobalData 商品編碼 969003
出版日期 內容資訊 英文 33 Pages
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Citi Private Bank:競爭的簡介 Citi Private Bank - Competitor Profile
出版日期: 2020年10月29日內容資訊: 英文 33 Pages
簡介

Citi Private Bank,是花旗集團的機構客戶集團,反映出該銀行利用機構銀行業務能力為超高淨值(UHNW)客戶提供服務的戰略。花旗銀行零售銀行業務中的品牌為低端市場提供服務。

花旗集團日益重視數位化,並於2020年1月推出數位投資平台Citi Wealth Builder,將大大增強其在全球的財富提供。Citi Wealth Builder提供基於目標的財務幫助,並幫助客戶實現其財務目標。

本報告提供Citi Private Bank的相關調查,運用資產(AUM)相關主要資料,與企業的策略財務成果相關洞察,產品的創新,行銷活動,及其他的主要企業詳細內容,客戶和服務等資訊。

目錄

目錄

  • 摘要整理
  • 策略
  • 財務成果
  • 客戶與產品
  • 行銷與廣告

附錄

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目錄
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