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 forward to achieving Citi’s 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.

Citi 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.

It 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’s home office portfolios. In addition, it will integrate Citi Portfolio Solutions powered by BlackRock, which was announced in September 2025.

Additional 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.

Advyzon 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’s modern architecture and capabilities include Model Management, Manager Marketplace, Tax Overlay and Direct Indexing, Trading, Portfolio Modelling, Rebalancing, Billing, and Reporting.

Keith Glenfield, Head of Investment Solutions, Citi Wealth, said: “Citi 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 ‘One Citi’ and the breadth of our investment capabilities in a simplified and personalized investment program – enabling high levels of transparency and improved client outcomes. This Program, powered by Advyzon’s leading agile and artificial intelligence powered technology, will streamline many aspects of Citi Wealth’s core advice offerings and significantly improve the overall investment experience for clients.”

Hailin Li, Ph.D., CFA® Founder and CEO of Advyzon, said: “We’re 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.”

The initial rollout of this offering will commence in the fourth quarter of 2026.

Source: Citi