Wharton Global Family Alliance Research
 

“Wealth to us is not mere material for vainglory
but an opportunity for achievement.”

— Thucydides

CitigroupGlobal Wealth Management is a business of Citigroup Inc. and comprises The Citigroup Private Bank, Citigroup Investment Research, and Smith Barney Global Private Client Group (Smith Barney is a division of Citigroup Global Markets Inc., Member SIPC). Citigroup and the Umbrella device are trademarks and service marks of Citicorp or its affiliates and are used and registered throughout the world. The Citigroup Private Bank, one of the largest private banking businesses in the world, provides personalized wealth management services for clients in more than 30 countries, including a full range of portfolio management and investment advisory services, structured lending and banking services.

Smith Barney Global Private Client Group (known as Citigroup Wealth Advisors outside the U.S.), a leading provider of wealth management services to individual investors, foundations, companies and institutions, offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, stock and retirement plan services, cash and portfolio management, as well as philanthropic, education and estate planning. Citigroup Investment Research covers companies representing 90 percent of the market capitalization of the major global indices. Additional information may be found at: www.citigroup.com.

Citigroup (NYSE: C), the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, insurance, securities brokerage, and asset management. Major brand names under Citigroup's trademark red umbrella include Citibank, CitiFinancial, Primerica, Smith Barney and Banamex. Additional information may be found at: www.citigroup.com.

 

 

 

Wharton Global Family Alliance
The Wharton School
University of Pennsylvania

 

Vance Hall, 4th Floor
3733 Spruce Street
Philadelphia, PA 19104-6374

215.898.4470 phone
215.898.1905 fax