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Citi: Serves more than 1,900 family office customers worldwide

Zhitongcaijing·09/14/2026 05:57:02
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The Zhitong Finance App learned that Citibank Private Bank hosted the 2026 Asia Pacific Family Office Leaders Summit in Hong Kong, bringing together more than 150 family office heads, next-generation family members, and influential investors from the region to discuss important trends shaping future wealth, investment and succession planning. Bernard Wai (Bernard Wai), head of Citigroup Global Family Office Integrated Client Solutions Asia Pacific, said that through the Citigroup Global Family Office team, the company serves more than 1,900 family office customers around the world and continues to observe that family offices are promoting investment and governance in a more institutionalized and long-term manner.

The bank's core strengths are based on a global network (Globality) and the One Citi platform, and ultimately the concept of putting customers first. Artificial intelligence is bringing new opportunities to improve operational efficiency, but long-term success still depends on sound leadership, trustworthy partnerships, and the ability to nurture the next generation to responsibly manage and pass on family wealth.

Dawn Nordberg, head of integrated customer solutions at Citigroup Global Family Office, said artificial intelligence is reshaping global capital allocation, business models and competitive landscape. For family offices, decisions on investment, innovation, and governance over the next ten years will impact development opportunities and heritage for generations to come.

Horace Yip (Horace Yip), head of Hong Kong operations at Citibank Private Bank, said Hong Kong continues to strengthen its position as Asia's leading wealth management and family office hub. As the city with the largest number of billionaires in Asia, Hong Kong has fully demonstrated its enduring appeal as a wealth creation and investment center. As family offices become increasingly international, the bank continues to see strong market demand for global networking, professional wealth management solutions, and expert advice. With Citi's global network and local strengths, the bank is uniquely positioned to support family offices in dealing with an increasingly connected global market environment.