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Saturday, October 3, 2026The Morning Brief →Sign in
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Citi Wealth

In PWD coverage since August 18, 2026 · 11 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Fund launch — coverage
PWD coverage
Family Office

Citi's family office survey finds patient capital and an unsolved handover

Ninety per cent of surveyed family offices made money this year; about a third of them face a leadership transition, and Citi has hired a planner-in-chief to meet it.
The Close · Sep 23The family office pivot to public equities is a succession trade
Family Office · Sep 18HSBC bundles the concierge; Citi refers it out
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
Moves · Aug 24The custody layer gets its own talent war
The Close · Aug 22The platform talent war moves upstairs
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Citi Wealth hires J.P. Morgan trusts chief for global planning role
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