AC Family Office Welcomes Highly Acclaimed Former Citi Private Bank $3B UHNW Wealth Management Team as Partners →

Barron's: Citi Advisors Managing $3 Billion Depart for Alpha Capital Family Office. More News →

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Think Advisor

Why Wealth Advisors Leave the Biggest Private Banks for Small RIAs

Lumina Consulting founder Jeff Shipley says more bank-domiciled advisors are making the choice to break away to either start or join independent RIAs.

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Financial Planning

News

July 24, 2024

Citi Private Bank duo brings $3B to Alpha Capital Family Office

Wealth Management

News

July 22, 2024

Alpha Capital Family Office Attracts $3B Duo from Citi Private Bank

Barron's

News

July 22, 2024

Citi Advisors Managing $3 Billion Depart for Alpha Capital Family Office

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