New Citi Wharton Global Wealth Institute to
Launch in Philadelphia and Beijing, with Sessions in Latin America and Europe
to Follow
Philadelphia, PA – October 19, 2015 – Citi
and The Wharton School of the University of Pennsylvania announced the
formation of the Citi Wharton Global Wealth Institute to provide Citi’s global
advisor community with world-class business and executive training.
The new Institute, part of a new, three-year
executive education initiative that will reach the Citigold, Citigold Private
Client and Banamex global advisory network, will launch in December on the
University of Pennsylvania’s campuses in Philadelphia and Beijing. The
participants will comprise Citi’s top-performing Relationship Managers and
Financial Advisors. Beginning in 2016, additional sessions will be taught in
Latin America and Europe with further locations to be announced. Over the next
three years, Citi expects to enroll as many as 500 Relationship Managers and
Financial Advisors worldwide through the Institute.
“We are delighted to partner with Citi to
create a custom executive education program that is a true investment in Citi’s
vision for the future,” said Wharton School Dean Geoffrey Garrett. “The global
nature of this program exemplifies our goal to be the best business school for
the world.”
“Our collaboration with Wharton reflects an
extraordinary learning commitment by Citi that we believe will serve our
Relationship Managers, and ultimately our clients, well into the future,” said
Jonathan Larsen, Citi Global Head of Retail Banking and Mortgage. “Citigold
Private Client and Citigold globally have some of the most talented financial
advisors in the industry, and by leveraging the remarkable expertise of one of
the finest business schools in the world, we will cultivate and deepen that
talent pool for many years to come.”
Led by Christopher Geczy, academic director
of the Wharton Wealth Management Initiative, the Citi Wharton Global Wealth
Institute’s curriculum will feature world-class instruction and experiential
learning to enhance participants’ business acumen and leadership skills.
Jonathan Larsen, Global Head of Retail
Banking for Citi and Geoff Garrett, Dean of the Wharton School, announcing the
Citi Wharton Global Wealth Institute.
“Citi is refining what advisors will look like in the future and
expanding the horizon of their role with customers,” said Geczy. “This program
will impart supportive knowledge and skills in areas ranging from client
service to the deep expertise of technical wealth management and on to
leadership, ethics and personal effectiveness, all of which are critical for
serving clients broadly at a world-class level.”
About Citi Citi, the leading global bank, has
approximately 200 million customer accounts and does business in more than 160
countries and jurisdictions. Citi provides consumers, corporations, governments
and institutions with a broad range of financial products and services,
including consumer banking and credit, corporate and investment banking,
securities brokerage, transaction services, and wealth management.
Additional information may be found at
www.citigroup.com | Twitter: @Citi | YouTube:www.youtube.com/citi | Blog:
http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn:
www.linkedin.com/company/citi
About The Wharton School Founded in 1881 as
the first collegiate business school, the Wharton School of the University of
Pennsylvania is recognized globally for intellectual leadership and ongoing
innovation across every major discipline of business education. With a broad
global community and one of the most published business school faculties,
Wharton creates economic and social value around the world. The School has
5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 9,000
annual participants in executive education programs; and a powerful alumni
network of 94,000 graduates.
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