Is Citi’s new global UMA the smartest wealth move?
Citi Wealth is about to change how its wealthiest clients around the world invest, and it is doing it with the help of a technology partner that quietly powers more than 2,500 financial advisory firms behind the scenes. The bank has officially announced a Global Unified Managed Account, or UMA, Program, developed in partnership with […] The post Is Citi’s new global UMA the smartest wealth move? appeared first on Rolling Out.
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Citi Wealth is about to change how its wealthiest clients around the world invest, and it is doing it with the help of a technology partner that quietly powers more than 2,500 financial advisory firms behind the scenes. The bank has officially announced a Global Unified Managed Account, or UMA, Program, developed in partnership with […]
The post Is Citi’s new global UMA the smartest wealth move? appeared first on Rolling Out.
