Statements (76)
Predicate | Object |
---|---|
gptkbp:instance_of |
gptkb:financial_services
|
gptkbp:focuses_on |
personalized financial solutions
|
gptkbp:founded_in |
gptkb:2000
|
gptkbp:has |
financial advisors
global reach investment products risk management solutions strategic partnerships wealth transfer strategies client feedback mechanisms customized investment strategies dedicated support staff comprehensive financial solutions dedicated client teams client education programs investment research capabilities multi-generational wealth strategies |
gptkbp:headquartered_in |
gptkb:New_York_City
|
https://www.w3.org/2000/01/rdf-schema#label |
Citi Private Client Group
|
gptkbp:includes |
private banking
|
gptkbp:is_focused_on |
wealth preservation
client engagement long-term client relationships |
gptkbp:is_involved_in |
sustainable investing
financial technology innovations impact investing financial education initiatives charitable giving strategies |
gptkbp:is_known_for |
client-centric approach
personalized service high-quality service delivery discretionary investment management expertise in tax strategies |
gptkbp:is_part_of |
gptkb:Citi_Private_Bank
gptkb:Citi_Wealth_Management Citi's global wealth management division Citi's investment banking division |
gptkbp:is_recognized_by |
industry awards
|
gptkbp:is_recognized_for |
client satisfaction
innovation in wealth management |
gptkbp:is_regulated_by |
financial authorities
|
gptkbp:is_supported_by |
Citi's global network
Citi's research team |
gptkbp:offers |
wealth management services
retirement planning services trust services financial wellness programs financial coaching services alternative investment options business succession planning real estate investment services financial goal setting assistance investment education programs philanthropic advisory services |
gptkbp:operates |
globally
|
gptkbp:part_of |
gptkb:Citigroup
|
gptkbp:provides |
financial planning services
investment advice market insights liquidity management solutions estate planning services compliance services tax planning services financial literacy resources portfolio management services financial analysis services investment performance reporting |
gptkbp:serves |
high-net-worth individuals
|
gptkbp:targets |
affluent clients
|
gptkbp:utilizes |
technology in service delivery
|
gptkbp:bfsParent |
gptkb:Citi_Private_Bank
gptkb:Citi_Personal_Wealth_Management gptkb:Citi_Private_Bank_Asia gptkb:Citi_Private_Bank_Malaysia gptkb:Citi_Private_Bank_Saint_Vincent_and_the_Grenadines |
gptkbp:bfsLayer |
5
|