Citi Investment Management – the Private Bank’s global investment management organization – has designed, delivered and managed customized portfolios and investments for the worldly and wealthy since 1935.
Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class investment strategies.
We can customize these strategies according to your individual requirements, such as your sustainable investment objectives and risk profile.
Our research, due diligence and oversight provide the foundation for every investment within your portfolio.
These include equity, fixed income, multi-asset class and alternative investment strategies from third-party managers who we vet extensively.
We utilize a core and opportunistic wealth framework, in which we identify a broadly diversified core portfolio based on the long-term plan we create for you using our proprietary asset allocation methodology.
Our platform delivers a range of core, opportunistic and thematic strategies across asset classes from proprietary and extensively vetted third-party managers.
As part of our investment management services, we offer direct portfolio manager access, complete transparency into your holdings, and in-depth updates on performance and strategy.
These dual perspectives allow us to craft diversified core portfolios complemented by timely, opportunistic investments that seek to deliver enhanced, risk-adjusted returns.
For eligible clients, we also offer wholly bespoke portfolio management service.
Currently, among the multi-year investment themes to which our managed strategies offer exposure are Unstoppable trends, Exploiting mean reversion and Overcoming financial repression.Learn more from our global economic outlook
Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.
He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.
Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.
Markets in 2023 will lead the economic recovery we foresee for 2024. Therefore, we expect that 2023 may ultimately provide a series of meaningful opportunities for investors who are guided by relevant market precedents. Read our roadmap to recovery: Portfolios to anticipate opportunities.
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