Based in New York, Shu oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices globally.

Prior to the Private Bank, Shu was Head of Portfolio Construction at US Investment Solutions at UBS Financial Services. Previously, she conducted manager due diligence and managed $12 billion in sub-advisory funds within the Investment Management Group of Diversified Investment Advisors. She also served at BARRA RogersCasey, a pension consulting firm, where she serviced large pension plans.

Shu gained an MBA from Northeastern University and holds the CFA designation.

Verity leads the Global Investment Lab’s team of portfolio strategists, providing clients worldwide with thought leadership and guidance in relation to asset allocation, portfolio construction and investment sizing.

Prior to this role, Verity was part of the multi-asset portfolio solutions team at DWS, advising institutions across EMEA on a range of investment strategies and solutions. Before that, she worked in equity, hybrid and cross-asset derivatives structuring roles at J.P. Morgan Private Bank in London and in the Global Markets teams at UBS and J.P. Morgan in London and Hong Kong.

Verity holds a bachelor’s in economics from the London School of Economics. She also holds a master’s in economics from the University of Toronto and an MBA from INSEAD.

Based in New York, Sneha leads the Global Investment Lab offering for clients in North America, providing institutional-caliber analysis on portfolio construction, risk analytics and investment strategy.

Prior to joining Citi, Sneha led a team of portfolio solution specialists at Stifel’s Private Client Group, also heading its behavioral finance team. Previously, she worked at Barclays Wealth and Investment Management, HSBC and Ernst & Young.                                                                            

Sneha earned an M.B.A. with a specialization in wealth management from S.P. Jain Centre of Management, Singapore, and a master’s degree in commerce from University of Mumbai, India. She holds a bachelor’s in management studies from St. Xavier’s College, India.

Based in New York, Juan Francisco leads a team of portfolio analysts that provides advice on portfolio construction, risk analytics and investment strategy to individuals and their family offices from across Latin America.

He has over ten years of experience in the financial industry. Previously, he was a senior analyst at Bloomberg.

Juan Francisco has a bachelor’s degree in electrical engineering from Simón Bolívar University in Caracas, Venezuela and a master’s in electrical engineering from Columbia University in New York.

Based in London, Vamsi oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across the region.

Before joining the Private Bank, Vamsi worked in strategy, M&A and operations for Citi in India, Spain, South Korea, Singapore and the UAE.

Vamsi holds the CFA and CAIA designations and has a master’s in finance from Singapore Management University and an MBA.

Rajesh oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices across Asia-Pacific.

Previously, he worked as a product specialist providing fund-linked solutions and as a Treasury analyst, building ALM/market risk models used to manage liquidity and interest rate risks for Citigroup. He has more than seventeen years banking experience.

Rajesh is a graduate of the Indian Institute of Technology, Delhi and did his postgraduate studies at the Indian Institute of Management, Lucknow. He holds the Chartered Financial Analyst and Financial Risk Manager designations.