Company
Position
Managing director
Index
UHNW Wealth Managers
Location
Geneva
Advice type
Investment management
Client type
Entrepreneurs
Families
UHNW
UHNW families
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Giles Crowe
Spear’s Review
Giles Crowe’s clients – generally highly successful entrepreneurs and their families – tend to make use of the full breadth of the Citi platform.
As one of the leading lights at the Spear’s award-winning international private bank explains, that ranges from ‘core discretionary portfolios to opportunistic trading strategies with our capital markets team in an advisory capacity’. He is proud of the bank’s open architecture platform, which means it is focused on giving quality advice rather than pushing products the way other big players might do.
Citi’s comprehensive offerings in the industry even cover specialised advice on art collections and sports teams. This size and structure enables the bank to offer services typically available to institutional investors, drawing upon its pool of private bankers in different corners of the world.
‘The depth and breadth of talent across the business is fantastic, giving me the best opportunity possible to give sound advice,’ says Crowe.
Rank: Recommended
Recommended 2024, UHNW Wealth Managers
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