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Is Citi’s new global UMA the smartest wealth move?

5h

Citi Wealth is about to change how its wealthiest clients around the world invest, and it is doing it with the help of a technology partner that quietly powers more than 2,500 financial advisory firms behind the scenes. The bank has officially announced a Global Unified Managed Account, or UMA, Program, developed in partnership with […]

The postIs Citi’s new global UMA the smartest wealth move?appeared first onRolling Out.

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