Citi Wealth partners with Allfunds to improve client services, focusing on speed and efficiency.

From Yahoo Finance: 2025-07-02 07:28:00

Citi Wealth partners with Allfunds to enhance client services, focusing on speed and efficiency. The collaboration will streamline trade execution, settlement, and reconciliation processes. Citi Wealth will also become a sub-distributor for Allfunds, expanding access to third-party investment products. Plans to extend services to other regions in 2026 and 2027.

Allfunds’ chief commercial officer praises Citi Wealth’s expertise in client solutions and wealth management. The partnership aims to address market changes and deliver outstanding service to clients. The initiative will first benefit Citi Private Bank clients in the EMEA region this year, with global expansion planned for the future.

Citi Wealth emphasizes its commitment to providing top-tier investment experiences through strategic partnerships. The collaboration with Allfunds is a significant move to strengthen and simplify business operations and enhance client and banker experiences. This aligns with Citi Wealth’s goal of growth and innovation in the wealth management sector.



Read more at Yahoo Finance: Citi Wealth teams up with Allfunds to enhance client services