Citi Wealth, Advyzon enter agreement to deliver Global UMA Program

Citi (C) Wealth announced a strategic agreement to partner with Advyzon Enterprise Solutions and Advyzon Investment Management to deliver a Global Unified Managed Account Program for Citi Wealth clients. The company said, “The development of Citi Wealth’s Global UMA Program, for our Citi Private Bank, Wealth at Work and Citigold & Citigold 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.”