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Ida Liu's avatarPerson

Ida Liu

Global HeadCiti Private Bank

New York, NY

Member Since April 2023

Skills

Leadership
Management
Investment Banking

About

Ida leads Citi’s private banking activities globally, overseeing the delivery of wealth management strategies to ultra-high net worth families and their businesses. She is also a member of the Global Wealth Management Leadership Team. Previously, Ida led the Private Bank in North America. She joined the Private Bank in 2007, launching and heading the Fashion, Retail and Entertainment Group. Prior to Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Before that, Ida spent seven years in investment banking with Merrill Lynch’s mergers & acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn, now Deutsche Bank. Ida is a Young Global Leader (YGL) of the World Economic Forum and a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). Additionally, Ida is a member of the Citi Women Steering Committee and serves as co-lead of Citi's Asian Heritage Affinity. Ida holds a bachelor’s from Wellesley College and an MBA from the Wharton School, University of Pennsylvania. In 2023, Ida was named on Barron’s fourth annual list of the 100 Most Influential Women in U.S. Finance.

Published content

Maximizing the impact of your family business across generations

article

Extending the wealth and legacy of a family business long into the future requires more than just good leadership and smart investments.

Company details

Citi Private Bank

Company bio

We are dedicated to serving worldly and wealthy individuals and their families with private banking services around the world. Our clients have business, investment, real estate and family interests in multiple geographic regions, requiring a customized private banking approach that’s entirely connected. Our Global Client Service enables our wealth experts across geographies to unite and form one dedicated team around our clients’ global needs. The Private Bank works in close partnership with Citi’s Institutional Clients Group. This enables us to connect our clients’ businesses to the same corporate and investment banking services from which the world’s top companies and governments benefit. We serve more than 1,400 global family offices worldwide, not only helping them invest, borrow, manage cash and plan, but also advising them on industry best practices and connect them to their peers via our renowned events program. We also assist our clients in navigating wealth legacy issues across borders for future generations. In short, we provide Private Banking for Global Citizens.

Industry

Corporate leadership

Area of focus

Financial Services
Finance
Personal Finance

Company size

10,001 plus