Citi picks Advyzon for global UMA programme

Citi Wealth has joined forces with Advyzon Enterprise Solutions and Advyzon Investment Management to physique a planetary unified managed relationship (UMA) programme for its wealthiness clients.

The level is being prepared for Citi Private Bank, Wealth astatine Work, Citigold and Citigold Private Client crossed North America, Latin America, Europe, the Middle East and Africa, and Asia-Pacific.

Citi said the programme forms portion of its wider enlargement plans and is aimed astatine providing much tailored concern advice.

The slope besides said it is intended to marque concern medication easier for clients, bankers and advisers.

At present, Citi Wealth provides concern advisory products including speech traded funds, communal funds, separately managed accounts, alternate investments and different options.

Under the caller structure, these products are to beryllium combined wrong a azygous UMA, alongside input from the bank’s Chief Investment Office.

Citi Wealth Investment Solutions caput Keith Glenfield said: “Clients volition beryllium capable to entree the powerfulness of ‘One Citi’ and the breadth of our concern capabilities successful a simplified and personalised concern programme – enabling precocious levels of transparency and improved lawsuit outcomes. This Program, powered by Advyzon’s starring agile and artificial quality powered technology, volition streamline galore aspects of Citi Wealth’s halfway proposal offerings and importantly amended the wide concern acquisition for clients.”

The slope said the programme is acceptable to see enactment for aggregate currencies, entree to accepted and alternate assets, onshore and offshore structures, and its location bureau portfolios.

It volition besides see Citi Portfolio Solutions powered by BlackRock, which Citi announced successful September 2025.

Advyzon was chosen aft a reappraisal process, according to Citi.

The steadfast offers exertion for a scalable, configurable, AI-enabled, multi-currency and multi-jurisdictional turnkey plus absorption programme.

Advyzon’s strategy includes exemplary management, manager marketplace, taxation overlay and nonstop indexing, trading, portfolio modelling, rebalancing, billing and reporting.

The archetypal signifier of the rollout is scheduled for the 4th fourth of 2026.

Advyzon laminitis and CEO Hailin Li said: “We’re arrogant to spouse with Citi Wealth connected creating 1 planetary advisory level that unites prospecting, relationship opening, unified absorption account/household, lawsuit reporting and custodial capabilities. Trusted by much than 2,500 wealthiness absorption firms, our unified level is built to scale, and we look guardant to delivering personalised, scalable UMA capabilities and concern solutions to Citi clients worldwide.”