Citizens Private Wealth

EST. AUM
$16,634,578,146

CONTACTS
32

CLIENT ACCOUNTS
12,118

Firm Details

Metro area New York City
CRD Number 106743
Website citizensbank.com
Client types

Overview

Acquired by Citizens in 2019, Clarfeld is often recognized as one of the industry's premier multi-family offices that remains true to its client-driven origins. AUM is currently sitting at $23B across RIA and Trust platforms where they will typically invest in mutual funds and ETFs with one-off SMA opportunities. Investment decisions come from the investment policy committee. All analysts are generalists. Their portfolio is made up of mostly traditional asset classes but have been looking to dive into alternatives when needed. Process starts with a quantitative screen, and then they will conduct a more qualitative due diligence process. The "win" is to receive flows from their Strategic Allocation portfolio that is similar thinking to a foundation. There is also an Approved list that they will fall back on that may not be in their Strategy Allocation for certain situations. Michael Hans, CIO

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Citizens Private Wealth

Platform Details

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