Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients
Citigroup, Inc. (C)
Last citigroup, inc. earnings: 4/15 08:00 am
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US:NYSE Investor Relations:
citigroup.com/citi/investor/pres.htm
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Source: Business Wire
NEW YORK--(BUSINESS WIRE)--Today, Citi Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management (Advyzon) to deliver a Global Unified Managed Account (UMA) Program for Citi Wealth clients.The development of Citi Wealth’s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold & Citigold Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step forward to achieving Citi’s business growth objectives through the delivery of personalized advice to our clients. This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.Citi Wealth currently offers a broad range of industry competitive Investment Advisory solutions which include a wide universe of Exchange Traded Funds, Mutual Funds, Separately Managed Accounts,
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C
Earnings
- 4/15/26 - Beat
C
Sec Filings
- 4/21/26 - Form 424B2
- 4/21/26 - Form 424B2
- 4/21/26 - Form 424B2
- C's page on the SEC website