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Citi and the Wharton School Announce First-of-Its-Kind, Multi-Year Global Executive Education Program for Wealth Advisors

V.ZZE.H | October 19, 2015

New Citi Wharton Global Wealth Institute to Launch in Philadelphia and Beijing, with Sessions in Latin America and Europe to Follow

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.

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Jonathan Larsen, Global Head of Retail Banking for Citi and Geoff Garrett, Dean of the Wharton School, announcing the Citi Wharton Global Wealth Institute. (Photo: Business Wire)

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.

“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.

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.