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Top related persons:
Andy Sieg - 2 Merrill Lynch - 2 Sieg - 2 Fraser - 2 Mark Mason - 2 Don Plaus - 2 Hale Behzadi - 2 David Bailin - 1
Top related locs:
Asia Hong Kong Singapore Keith Lee Hong Kong Mark Mills Shyam Sambamurthy South Asia America West China
Top related orgs:
Citi - 3 Business - 2 Bankers - 1 Citi Wealth - 1 Citi Global Wealth - 1 North America - 1 Eduardo Martinez Campos Head - 1 Mark - 1

Search resuls for: "Hale Behzadi"


3 mentions found


☆ Andy Sieg is quickly shaking up Citi's wealth business. At least 11 senior execs have left since his arrival.
  + stars: | 2024-04-17 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
Citi's wealth unit has seen at least 11 senior execs exit since Merrill Lynch veteran Sieg joined in September. The latest departure is David Bailin, chief investment officer for the global wealth division, who announced his departure on Monday. Sieg's mandate is to turn around the wealth business, which was barely profitable this past quarter. Sieg also plans to expand Citi's already successful wealth business in Asia. At least two other senior Asia executives have left.
Persons: Andy Sieg, Merrill Lynch, Sieg, David Bailin, Bailin, Fraser, Andy, Mark Mason, Shyam Sambamurthy, Merril Lynch, Don Plaus, Hale Behzadi, Citi David, Eduardo Martinez Campos, Keith Lee Hong, Fernando Lopez Munoz, Luigi Pigorni, Jeff Sutton, Eduardo, Seamus Yin, Hayley Cuccinello Organizations: Citi, Business, Bankers, Citi Wealth, Citi Global Wealth, North America, Eduardo Martinez Campos Head, Mark, Mark Mills Regional, Fernando Lopez Munoz Head, Jeff Sutton Global, Eduardo Ventura, West Locations: Asia, Hong Kong, Singapore, Keith Lee Hong Kong, Mark Mills, Shyam Sambamurthy South Asia, America, West China, hcuccinello@businessinsider.com
☆ Citi's plan to turn its wealth business around: get 'low performing' bankers to meet expectations and push investment products
  + stars: | 2024-04-12 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +3 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewAndy Sieg has been quick to make his mark on Citi's ailing wealth unit since taking over the business in September. Some of his efforts are paying off, such as pushing investment products for existing clients to reduce reliance on loans and deposits. AdvertisementIn late September, Citi promoted its North American investment head, Kris Bitterly, to a new role overseeing investments globally. Adding investment assets has become a bigger part of private banker bonuses, according to The Wall Street Journal.
Persons: —, Andy Sieg, Mark Mason, Mason, Jane Fraser, Fraser, Kris, Sieg, Hale Behzadi, Merrill Lynch, Don Plaus Organizations: Service, Revenue, Business, Citi, London, North, Wall Street
☆ Citi names Nancy Bertrand private bank head for Canada- memo
  + stars: | 2023-10-26 | by ( ) www.reuters.com   time to read: +1 min
REUTERS/Andrew Kelly/File Photo Acquire Licensing RightsTORONTO, Oct 26 (Reuters) - Citigroup Inc (C.N) has named Nancy Bertrand as the head of its private bank in Canada, succeeding Bob McGuire who retired earlier this month, according to a memo seen by Reuters on Thursday. Bertrand, who takes the role effective immediately, will be responsible for leading Citi Private Bank's growth in Canada which caters to high-net-worth individuals. She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices. She joined Citi Private Bank in 2006 and has held a number of senior positions. Bertrand will report to Halé Behzadi, North America head of Citi Private Bank.
Persons: Andrew Kelly, Nancy Bertrand, Bob McGuire, Bertrand, Halé, Nivedita Balu, Christina Fincher Organizations: Citibank, New York Stock Exchange, REUTERS, Rights, Citigroup Inc, Reuters, Citi, Citi Private Bank, Thomson Locations: Manhattan , New York City, U.S, Canada, Toronto, North America
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