Citi Wealth Partners With Advyzon for Global UMA Launch
- Apr 22
- 1 min read
Misonzhnik, E. (2026, April 21). Citi Wealth Partners With Advyzon for Global UMA Launch. Wealth Management. https://www.wealthmanagement.com/alternative-investments/citi-wealth-partners-with-advyzon-on-a-global-uma
Citi Wealth has entered a strategic partnership with Advyzon and Advyzon Investment Management to develop a Global Unified Managed Account (UMA) program.
The initiative targets clients across Citi Private Bank, Wealth at Work, and Citigold groups in major global regions including North America, LATAM, EMEA, and APAC.
Advyzon was selected for its artificial intelligence-enabled technology and its ability to provide a scalable, multi-currency, and multi-jurisdictional turnkey asset management platform.
The new platform will consolidate diverse investment options like ETFs, mutual funds, and alternative investments into a single account structure with unified fees and reporting.
The UMA program will integrate views from Citi’s Chief Investment Office and incorporate Citi Portfolio Solutions powered by BlackRock.
This partnership aims to modernize Citi’s wealth infrastructure and shift the firm's revenue model toward recurring investment income.
The initial rollout of the global UMA offering is scheduled to commence in the fourth quarter of 2026.