{"id":953303,"date":"2026-04-21T08:33:21","date_gmt":"2026-04-21T12:33:21","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/"},"modified":"2026-04-21T08:33:21","modified_gmt":"2026-04-21T12:33:21","slug":"citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/","title":{"rendered":"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients<\/b><\/p>\n<p>NEW YORK&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nToday, 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.<\/p>\n<p>\nThe development of Citi Wealth\u2019s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold &amp; Citigold Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step forward to achieving Citi\u2019s business growth objectives through the delivery of personalized advice to our clients. This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.<\/p>\n<p>\nCiti Wealth currently offers a broad range of industry competitive Investment Advisory solutions which include a wide universe of Exchange Traded Funds, Mutual Funds, Separately Managed Accounts, alternative investments and other solutions. This enhanced offering brings all of these investment solutions together into one UMA, delivering client choice and flexibility, while incorporating views from our Chief Investment Office.<\/p>\n<p>\nIt will offer clients several core differentiating features including multi-currency capabilities, access to both traditional and alternative investments, as well as onshore and offshore investment structures and our firm\u2019s home office portfolios. In addition, it will integrate Citi Portfolio Solutions powered by BlackRock, which was <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.citigroup.com%2Fglobal%2Fnews%2Fpress-release%2F2025%2Fciti-customized-portfolio-offering-blackrock-citi-wealth-clients-globally&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=announced&amp;index=1&amp;md5=9bff4c9c507a5cda9a4180c8ac77db5e\">announced<\/a> in September 2025.<\/p>\n<p>\nAdditional client benefits from the delivery of the global UMA program include, but are not limited to: simple and efficient account opening; single account 360 degree view with one client agreement and one fee; as well as enhanced and comprehensive client reporting capabilities.<\/p>\n<p>\nAdvyzon was selected following a thorough and competitive search to identify a strategic partner, offering both state-of-the-art technology and a fully scalable, configurable, Artificial Intelligence-enabled, multi-currency, multi-jurisdictional Turnkey Asset Management Program (TAMP). Advyzon\u2019s modern architecture and capabilities include Model Management, Manager Marketplace, Tax Overlay and Direct Indexing, Trading, Portfolio Modelling, Rebalancing, Billing, and Reporting.<\/p>\n<p><b>Keith Glenfield, Head of Investment Solutions, Citi Wealth, said:<\/b> \u201cCiti Wealth is excited about our strategic partnership with Advyzon to further enhance our differentiated global advisory offering to clients around the world. We believe that this is truly an industry innovation and a unique investment program, considering the global reach and combination of capabilities. Clients will be able to access the power of \u2018One Citi\u2019 and the breadth of our investment capabilities in a simplified and personalized investment program \u2013 enabling high levels of transparency and improved client outcomes. This Program, powered by Advyzon\u2019s leading agile and artificial intelligence powered technology, will streamline many aspects of Citi Wealth\u2019s core advice offerings and significantly improve the overall investment experience for clients.\u201d<\/p>\n<p><b>Hailin Li, Ph.D., CFA<sup>\u00ae<\/sup> Founder and CEO of Advyzon, said:<\/b> \u201cWe\u2019re proud to partner with Citi Wealth on creating one global advisory platform that unites prospecting, account opening, unified management account\/household, client reporting and custodial capabilities. Trusted by more than 2,500 wealth management firms, our unified platform is built to scale, and we look forward to delivering personalized, scalable UMA capabilities and investment solutions to Citi clients worldwide.\u201d<\/p>\n<p>\nThe initial rollout of this offering will commence in the fourth quarter of 2026.<\/p>\n<p><b>About Citi<\/b><\/p>\n<p>\nCiti is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services.<\/p>\n<p><b>Additional information may be found at <\/b><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.citigroup.com&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.citigroup.com&amp;index=2&amp;md5=2599e642318b7096fcf8499400af1616\"><b>www.citigroup.com<\/b><\/a><b> | X: @Citi | LinkedIn: <\/b><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fciti&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.linkedin.com%2Fcompany%2Fciti&amp;index=3&amp;md5=bc4097f11bbb33d3d5b64486582cce74\"><b>www.linkedin.com\/company\/citi<\/b><\/a><b> | YouTube: <\/b><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.youtube.com%2Fciti&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.youtube.com%2Fciti&amp;index=4&amp;md5=2b78c536553edd9bae1cf73877c40978\"><b>www.youtube.com\/citi<\/b><\/a><b> | Facebook: <\/b><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.facebook.com%2Fciti&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.facebook.com%2Fciti&amp;index=5&amp;md5=1246a5bec628a6032561238610f2d16c\"><b>www.facebook.com\/citi<\/b><\/a><\/p>\n<p><b>About Advyzon and Advyzon Investment Management (AIM)<\/b><\/p>\n<p>\nAdvyzon is a unified global wealth management platform built on modern, open architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA <sup>\u00ae<\/sup>, Advyzon integrates AI powered portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform and a cohesive data model, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.Advyzon.com&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.Advyzon.com&amp;index=6&amp;md5=6057090baf6d2aa22153d5ed36d0b716\">www.Advyzon.com<\/a> and <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.AdvyzonIM.com&amp;esheet=54518665&amp;newsitemid=20260421123310&amp;lan=en-US&amp;anchor=www.AdvyzonIM.com&amp;index=7&amp;md5=b8890833d932922886f95bb45535e062\">www.AdvyzonIM.com<\/a>.<\/p>\n<p>\nAIM is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon (\u201cAdvyzon\u201d). All references to investment advisory services are provided by AIM, while technology and administrative support services are provided by Advyzon. AIM\u2019s advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM\u2019s services, the referring professional will receive a referral fee.<\/p>\n<p>\nStatements made in this communication that indicate approval, support, or recommendation of AIM are considered endorsements. These endorsements are made by representatives of Citi Wealth who are current clients of AIM. No direct or indirect compensation for this endorsement has been made to any representative of Citi Wealth.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260421123310r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260421123310\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260421123310\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact<br \/>\n<\/b><br \/><b>Citi<br \/>\n<\/b><br \/>Sarah Mac Rory<br \/>\n<br \/><i>Global Communications, Citi Wealth Investment Solutions<br \/>\n<\/i><br \/>Email: <a rel=\"nofollow\" href=\"mailto:sarah.macrory@citi.com\">sarah.macrory@citi.com<br \/>\n<\/a><br \/>Telephone: +44 20 7508 3822<\/p>\n<p><b>Advyzon<br \/>\n<\/b><br \/>Jonny Swift<br \/>\n<br \/><i>Impact Communications, Inc.<br \/>\n<br \/><\/i>Email: <a rel=\"nofollow\" href=\"mailto:JonnySwift@ImpactCommunications.org\">JonnySwift@ImpactCommunications.org<br \/>\n<\/a><br \/>Telephone: +1-913-649-5009<\/p>\n<p><b>KEYWORDS:<\/b> New York United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Personal Finance Finance Banking Professional Services Asset Management<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260421123310\/en\/311741\/3\/00000CitiLogoBlue210_1.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients NEW YORK&#8211;(BUSINESS WIRE)&#8211; Today, 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\u2019s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold &amp; Citigold Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step forward to achieving Citi\u2019s business growth objectives through the delivery of personalized advice to our clients. This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-953303","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients NEW YORK&#8211;(BUSINESS WIRE)&#8211; Today, 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\u2019s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold &amp; Citigold Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step forward to achieving Citi\u2019s business growth objectives through the delivery of personalized advice to our clients. 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/","og_locale":"en_US","og_type":"article","og_title":"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients - Market Newsdesk","og_description":"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients NEW YORK&#8211;(BUSINESS WIRE)&#8211; Today, 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\u2019s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold &amp; Citigold Private Client groups, across our global footprint spanning North America, LATAM, EMEA and APAC, is an important step forward to achieving Citi\u2019s business growth objectives through the delivery of personalized advice to our clients. This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while &hellip; Continue reading \"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/","og_site_name":"Market Newsdesk","article_published_time":"2026-04-21T12:33:21+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260421123310r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients","datePublished":"2026-04-21T12:33:21+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/"},"wordCount":991,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260421123310r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/citi-wealth-and-advyzon-announce-strategic-agreement-to-deliver-a-global-unified-managed-account-program-for-clients\/","name":"Citi Wealth and Advyzon Announce Strategic Agreement to Deliver a Global Unified Managed Account Program for Clients - 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