Sunday, 29 March 2015
Last updated 1 day ago
Jun 5 2012 | 8:03am ET
Citi has appointed Frederick Bailey head of North America consultant relations.
Bailey joined Citi in 2011 and has over 30 years of experience in the institutional investment industry. Prior to joining Citi, he was global head of plan sponsor sales at BNY ConvergEx.
In his new role, Bailey will oversee the consultant relations team, which is responsible for coordinating and directing the bank’s relationships with a broad range of consulting firms that asset managers turn to for investment operations and servicing guidance.
“We recognize the significant role that consultants play in our industry,” said Bob Wallace, North America head of securities and fund services, Citi. “Increasingly, our investor clients are turning to consultancy and advisory firms–in accounting, legal, compliance, research, and the like–as a means to gain a competitive advantage and make informed business decisions. Consultants are influential and valuable resources in helping to shape our clients’ business strategies, and therefore they are essential to us as well.”
Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…