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12 Results from /wealth, "Citi"

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Citi invests in Simon Markets

SIMON Markets LLC (SIMON), a fintech company that offers an end-to-end digital suite of tools to help financial professionals understand, manage, and analyze complex alternative investment products, today announced Citi as its latest strategic investor.

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Citi rolls out self-directed investment offering

Citi today is introducing Citi Self Invest, a self-directed digital offering designed to provide clients across the wealth continuum with a seamless and dynamic experience to help them achieve their financial goals.

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Citi partner Sharegain to launch automated securities lending platform for wealth managers

Citi has launched the first fully automated securities lending solution for wealth management firms they custody, in partnership with fintech firm Sharegain.

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Citi debuts digital wealth advisor

Citi announced today that it is introducing a new, fully digital financial planning solution called Citi Wealth Advisor to enable Citigold clients to work with their dedicated relationship team to create a financial plan that focuses on the goals that matter most.

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Citibank launches Citi Priority for emerging affluent in Hong Kong

Citibank today announced the launch of Citi Priority, a new client segment targeting the emerging affluent, with a digitalized, convenient, simple and efficient banking experience to equip aspirational and financially progressive clients with better control over their wealth and time in order to achieve their future goals.

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Aviva online adviser system integrates Bravura tech

Bravura Solutions Limited (Bravura), a leading global supplier of transfer agency, wealth management and life insurance software applications and professional services, today announced the successful completion of a joint project with Citi and Aviva to incorporate its Bravura hosted wrap platform and full range of financial products into Aviva's integrated online system for advisers.

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Citi unveils OpenWealth

Citi today announced the launch of OpenWealthsm, the first Unified Managed Household (UMH) servicing platform providing automated household portfolio and tax optimization for investors serviced through distributors and sponsors of wealth management.

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Morgan Stanley and Citi merge wealth management businesses

Morgan Stanley (NYSE: MS) and Citi (NYSE: C) today announced they have reached a definitive agreement to combine Morgan Stanley's Global Wealth Management Group and Citi's Smith Barney, Quilter in the UK, and Smith Barney Australia into a new joint venture to be called Morgan Stanley Smith Barney.

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Peridrome links to DTCC managed accounts service

The Depository Trust & Clearing Corporation (DTCC) announced today that Peridrome Corporation, a leading provider of business process management (BPM) solutions to the wealth management industry, has joined DTCC's Managed Accounts Service (MAS).

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DTCC completes managed accounts service testing; plans Q1 launch

The Depository Trust & Clearing Corporation (DTCC) today announced that two of Citi's businesses have successfully completed end-to-end testing of the initial phase of DTCC's new Managed Accounts Service (MAS).

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Citi launches financial mobility service for globetrotting execs

A new personal banking and wealth management service being launched by Citi will help make relocation across continents easier for internationally mobile executives by providing a seamless banking experience as they move.

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Winterthur Life transfers fund and custody administration to Citigroup

Global Transaction Services, a business unit of Citigroup Corporate and Investment Banking today announced it has been appointed to be the preferred service provider for fund administration, custody and related services, with leading pensions and investments provider, Winterthur Life UK Ltd, part of Winterthur Group, which is part of Credit Suisse Group.

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