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Citi using HK-based external vendor for automated advice tool

Citi is using an external vendor to power its recently unveiled automated advice tool for HNW clients, Asian Private Banker can reveal. Citigold Private Client and Citi Private Bank, Citi’s wealth tiers that service clients with US$1 million or more in investable assets, contracted Hong Kong-based fintech provider, Privé Managers to build its Total Wealth Advisor tool. More specifically, the fintech has helped…

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