other
Citi Wealth Global Family Office Group
In PWD coverage since September 23, 2026 · 1 story
+8Talent net · 12 months8 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +8 · 8 arrivals · 0 departures
Arrivals
Alex Kokolis
Sep 7 · from MSCI
Adam Clark
Sep 5 · from JPMorgan
Elizabeth "Liz" McElherne
Sep 5 · from Alchelyst
Matt Newnham
Aug 21
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Departures
None tracked.
PWD coverage
The Close
The family office pivot to public equities is a succession trade
Citi's 351-office survey shows a client base adding daily-priced assets in the same year it admits it isn't ready for the handover.