OUR APPROACH
Solutions for Financial Intermediaries delivers Citi’s institutional Markets services to private wealth and financial professionals.
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<p>Dedicated coverage,&nbsp;extensive connectivity, strong partnership.</p>

Dedicated coverage, extensive connectivity, strong partnership.

Our team is specifically focused on the private wealth and financial intermediary segment. This dedicated coverage, matched with our connectivity within Citi Markets, enables us to serve our clients with the insights, products and capabilities that can help them meet their goals.

<p>Our Clients&nbsp;</p>

Our Clients 

Our team serves the full spectrum of institutional, private wealth and financial intermediary professionals around the globe. These channels in turn serve mass-affluent to UHNW individuals and family offices. Our clients include:

 

  • Global and Regional Private Banks
  • Consumer and Retail Banks
  • Distributors and Wholesalers
  • Registered Independent Advisors / Independent Financial Advisors
  • External Asset Managers / Discretionary Portfolio Managers / (Multi) Family Offices
<p>Our Capabilities and Services&nbsp;</p>

Our Capabilities and Services 

Our team is specifically focused on the private wealth and financial intermediary segment. This dedicated coverage, matched with our connectivity within Citi Markets, enables us to serve our clients with the insights, products and capabilities that can help them meet their goals.

Products & Services

Combining Citi’s global footprint with world-class innovation, Citi Velocity provides unparalleled access to cross-asset market research, trading desk commentary, proprietary data, analytics, exclusive content and more to empower our clients to make the most informed investment decisions.

Equities
Citi provides a broad range of products and services within equities and equity-linked instruments. Our Sales and Trading professionals around the globe deliver trading and execution across equity products for global trading and investor clients.
Products include:
  • Single Stocks
  • Options
  • Exchanged Traded Funds
  • Convertible Bonds
Our team, your partners
Meet our experienced team of global professionals.
Global Partners
Fabrice Hugon
Fabrice Hugon
Managing Director, Global Head of Solutions for Financial Intermediaries
Jose Maria Farres
Jose Maria Farres
Managing Director, Global Head of Retail Product Strategy
Looking for further insights?

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