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Citi Private Bank’s speciality hedge fund sales unit sees double digit client growth

Citi Private Bank’s speciality hedge fund sales unit sees double digit client growth

Citi Private Bank North America’s National Hedge Fund Sales Team, which focuses on the private banking needs of hedge fund founders, has grown by more than 50 per cent since inception in 2015 and currently has 140 hedge funds and their principals as clients. 

The team is led by Keith Gertsen (pictured), Managing Director, Citi Private Bank, North America.

"Hedge fund principals have unique personal financial planning and investment needs, often with significant wealth concentrated in their funds. Our momentum in this space is a testament to our ability to deliver the full capabilities of our Institutional Clients Group platform to these clients,” says Gertsen. “Our Investment Team, working closely with our Investment Counselors and Investment Lab, can perform extensive analyses of fund concentrations and other outside investments and help develop recommendations for clients, which often include cash management solutions, private equity investments, municipal bond portfolios, real estate and other assets.”

The Hedge Fund Sales Team is comprised of senior Private Bank professionals with extensive hedge fund and capital markets experience providing highly customised strategies to an increasingly important client segment. Products include lines of credit to funds’ management companies, loans to hedge fund principals secured by their portfolio of outside hedge fund investments, custom jumbo mortgages expedited by a dedicated mortgage team, commercial real estate loans, art advisory and art finance, aircraft advisory and finance, professional sports team acquisition and finance and trust and estate planning.

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