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Weintraub to lead family office group at Citi Private Bank

Wednesday, March 20, 2024
Opalesque Industry Update - Richard Weintraub has been named the new Head of the Family Office Group for the Americas. Richard joins Citi from UBS's Global Family & Institutional Wealth team where he worked with some of the largest family office clients globally. Richard brings a deep understanding of the family office industry, strong relationships and a proven capability to deliver institutional solutions to family offices. Prior to UBS, Richard led new business for a cross-asset sales and trading entity at Goldman Sachs and was a founding member of the firm's middle market sales and trading team, which covered institutional family offices and other clients.

Richard will join Citi on Tuesday, May 7. We are excited to work closely with him to grow our Americas family office business. He will be based in New York and will report to Hannes.

Additionally, we are bringing Solutions resources from Wealth Markets into the GFO group to improve the client experience and provide clients access to all of Citi. Amanda Ens (NAM), Stefano Gilotti (EMEA) and Stephan Lanz (Asia) will join the GFO team from the Solutions team, reporting to the respective GFO cluster heads. They will work under the leadership of Lorenzo Frontini, Vice Chairman of GFO, who currently leads our effort to innovate, expand and partner with bankers and investment counselors to deliver greater value to our clients.

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