Events & networking
As a benefit to clients of the Private Bank, we arrange a diverse series of events each year that bring our community of global citizens together to learn, share, and be inspired.
Get insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityGet insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityGet insights into your wealth and perform key transactions any time with our digital banking platform.
Learn more about In ViewHelpOnline securityPlease be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Please be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
As a benefit to clients of the Private Bank, we arrange a diverse series of events each year that bring our community of global citizens together to learn, share, and be inspired.
To keep you informed and inspired, we host an exciting program of events around the world throughout the year.
Not only do our client events educate and entertain, but they are also excellent opportunities for you to meet and exchange ideas, experiences and best practices with your peers.
We carefully craft the events offered by the Private Bank to address the issues that we know are of most importance to you and your family.
From investment strategy to business succession planning to art collecting to trends in disruptive innovation, we cover diverse topics to benefit Private Bank clients.
We pride ourselves on creating an exclusive and relaxed atmosphere at our Private Bank events where the world’s significant families can share ideas confidentially, build relationships and develop business opportunities with peers from across the globe.
To deliver many of our private client events, we partner with world-leading academic institutions, top thought leaders, and influential practitioners.
The topics really resonated with us, making us think through how we currently operate and how we lay the groundwork for the next generation.
Based in London, Eliza has overall responsibility for the Private Bank’s marketing strategy worldwide, seeking to deliver exceptional client experiences.
Eliza has extensive experience spanning strategic marketing, product development, product management, operations, and special projects.
Before re-joining Citi in 2011, Eliza held senior global positions with institutional asset management firms including Natixis, F&C, and Deutsche/Scudder. She began her career as a strategic and supply analyst at Mobil Oil.
Eliza has a bachelor’s in mechanical engineering from the University of Manchester Institute of Science and Technology.
Based in London, Eliza has overall responsibility for the Private Bank’s marketing strategy worldwide, seeking to deliver exceptional client experiences.
Eliza has extensive experience spanning strategic marketing, product development, product management, operations, and special projects.
Before re-joining Citi in 2011, Eliza held senior global positions with institutional asset management firms including Natixis, F&C, and Deutsche/Scudder. She began her career as a strategic and supply analyst at Mobil Oil.
Eliza has a bachelor’s in mechanical engineering from the University of Manchester Institute of Science and Technology.
Caroline is responsible for promoting brand awareness and creating a consistent client experience across event marketing, content, and internal and external communication.
Since joining the Private Bank in 2007, she has also served as a Private Banker, trust officer, and business manager specializing in high net worth clients.
Previously, Caroline held positions as a trust officer, client service manager and relationship manager at US Trust Company and NationsBank, both predecessors to Bank of America.
Caroline holds a bachelor’s from Hobart and William Smith Colleges and an MBA from The George Washington University with a concentration in finance.
Lorena leads Citi Private Bank’s brand awareness and marketing teams across Latin America, helping address clients in over 20 countries in the region. She is responsible for managing internal and client events, public relations, business initiatives and campaigns, as well as branding and internal communications.
Previously, Lorena was Latin America Marketing and Communications Regional Manager from 2009 to 2021. Before that, she was responsible for marketing and communications in Mexico.
Lorena began her career at Citi Private Bank in 1998 as a Service Officer.
Donna leads a team that works with relationship and product teams, drawing upon our global network to enhance the client experience with the bank.
Before re-joining Citi Private Bank, Donna was Head of Marketing & Communications and Head of Family Wealth Advisory for HSBC Private Bank in Asia.
Prior to that, Donna worked in relationship management, product sales and investment product marketing for Citi Private Bank, becoming Head of Discretionary Investments. She has also worked for Reuters, having begun her career at Citi in New York in the electronic banking division of the Financial Institutions Group.
Donna graduated from Vassar College with bachelor’s degrees in economics and psychology.
Juan Carlos leads the marketing efforts for the family segments of Citi Private Bank, including CitiLatitude, our NextGeneration program launched in 2022. He also oversees marketing and communications for the Private Bank’s Latin American operations.
Prior to his current role, Juan Carlos led marketing and communications initiatives for Citi Wealth Management, Latin America and Mexico. He joined Citi in 2000 as Project Manager at Citi Private Bank Mexico and has held several strategic and marketing leadership roles for over two decades.
Prior to joining Citi, he worked for TV Azteca as part of the Editorial Committee and started his career at Centro de Investigaciones Sobre la Libre Empresa in Mexico City. He holds a bachelor’s degree in Business Administration from Universidad Iberoamericana in Mexico City, and an MBA from Université du Québec à Montréal, Canada. Juan Carlos is also a semi-professional photographer and has published and exhibited his photographic work in Mexico and internationally.
To help put you in touch with the right Private Bank team, please answer the following questions.
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Thank you for your interest in Citi Private Bank.A member of our team will be in touch with you shortly.
To help put you in touch with the right Private Bank team, please answer the following questions.
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Thank you for your interest in Citi Private Bank.A member of our team will be in touch with you shortly.
Sign up to join our network of like-minded global citizens and gain access to content, events and beta-test programs designed to support progress makers across the world.
Thank you so much, we are excited to see where this takes us. We’ll be back in touch soon with more information.