The programme aims to offer single-agreement onboarding, multi-currency portfolios and enhanced reporting for the bank’s clients.
Citi Wealth, the wealth management arm of Citigroup, has inked a strategic agreement with Chicago-based Advyzon Enterprise Solutions and its investment arm, Advyzon Investment Management (Advyzon), to deliver a global unified managed account (Uma) programme for the bank’s clients. The offering will also integrate Citi Portfolio Solutions powered by BlackRock The offering will further modernise and deliver industry-leading, personalised advice-driven solutions to Citi Wealth’s cli