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High net worth & ultra-high net worth individuals

We provide individuals and families with customized services to help meet their increasingly global needs.

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The world’s wealthiest individuals and families are becoming ever more global in their presence.

They have family members, homes, businesses and investments across many countries and global regions.

The Private Bank’s professionals and services are as global as the clients whom we exist to serve.

Our comprehensive offering includes investmentsbankingfinancingwealth planning, and specialized advice covering art collections and sports teams.

We can also offer clients a dedicated Private Banker in every region of the world where they require local access.

Among the individuals whom we serve are entrepreneurs, business leaders and corporate executives, as well as their heirs and other family members.

For clients whose businesses have institutional needs, we can connect them with our partners in Citi’s Corporate and Investment Bank, as well as in Citi Commercial Bank.

Best Private Bank in the World for clients with $25M+ in assets*

Caplo Elite is Different.

Comprehensive services for your wealth

We offer private banking to help ultra-high-net worth individuals and families preserve and grow their wealth.

Services We Provide

Trust & Wealth Planning

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Investment Finance

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Commercial Real Estate Financine

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Alternative Investments

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Treasury Management

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Our
Solutions

Strategy

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Execution

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Data Advisory

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It’s all about a dialogue

A few words from our clients. See client stories for more.

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Maria Goncavales, CFO
Laderate

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Michael Soveign

Seven Energy

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Jeffrey Cohen, CEO
Nato Productions

Our Clients