Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients

Citi picks Advyzon for global UMA programme

Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to build a global unified managed account (UMA) programme for its wealth clients. The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client across North America, Latin America, Europe, the Middle East and Africa, and Asia-Pacific. Citi said the programme forms part of its wider expansion plans and is …

Citi Wealth, Advyzon to Offer Unified Managed Account Program

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 & Citi Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step …

Citi Wealth Turns to Advyzon for Global Unified Managed Account Rollout as Banks Push Deeper Into Alternatives

Citi Wealth will partner with Advyzon to launch a global unified managed account program, starting in late 2026 for select private banking clients. The platform will combine ETFs, mutual funds, separately managed accounts, and alternatives in a single structure, integrating BlackRock’s portfolio solutions. Citi’s wealth unit reported $3.1 billion in Q1 revenue, up 11% from last year, but net new investment assets fell 11%. The post Citi Wealth T…

Citi Wealth Partners With Advyzon for Global UMA Launch

Citi Wealth and Advyzon launch a global UMA program with multi-currency, alternative investments and enhanced client reporting