On April 21, 2026, Citi Wealth announced a strategic partnership with Advyzon Enterprise Solutions and Advyzon Investment Management to launch a Global Unified Managed Account (UMA) program for its wealth clients.
The program will allow Citi Wealth investors to access a single, consolidated account that aggregates multiple investment strategies across global markets. The initial rollout is scheduled for the fourth quarter of 2026 and will cover North America, Latin America, Europe, the Middle East, Africa, and Asia‑Pacific.
Clients will benefit from a unified fee structure, consolidated reporting, multi‑currency capabilities, and access to both traditional and alternative investments. The platform will also integrate with Citi Portfolio Solutions powered by BlackRock, which manages approximately $80 billion of Citi client assets.
Keith Glenfield, Head of Investment Solutions at Citi Wealth, said, "Citi Wealth is excited about our strategic partnership with Advyzon to further enhance our differentiated global advisory offering to clients around the world. We believe that this is truly an industry innovation and a unique investment program, considering the global reach and combination of capabilities. Clients will be able to access the power of 'One Citi' and the breadth of our investment capabilities in a simplified and personalized investment program – enabling high levels of transparency and improved client outcomes."
Hailin Li, Founder and CEO of Advyzon, added, "We're proud to partner with Citi Wealth on creating one global advisory platform that unites prospecting, account opening, unified management account/household, client reporting and custodial capabilities. Trusted by more than 2,500 wealth management firms, our unified platform is built to scale, and we look forward to delivering personalized, scalable UMA capabilities and investment solutions to Citi clients worldwide."
The collaboration positions Citi Wealth to close a competitive gap in the wealth‑management space, leveraging Advyzon's AI‑powered technology to streamline portfolio management and improve operational efficiency. The move is part of Citi’s broader push to modernize its advisory services and increase recurring revenue streams.
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