Citi Wealth has entered a strategic partnership with Advyzon to launch a global Unified Managed Account (UMA) program aimed at enhancing personalized investment solutions for clients. The platform will integrate a wide range of investment products—including ETFs, mutual funds, and alternative assets—into a single, streamlined account structure.

The new UMA offering will feature multi-currency capabilities, access to both onshore and offshore investments, and AI-powered portfolio management tools, enabling more efficient account management and improved client reporting. It is designed to simplify the investment experience while delivering tailored advisory services across Citi’s global client base.

The program is expected to begin rollout in the fourth quarter of 2026 and forms part of Citi’s broader strategy to modernize its wealth management platform and drive growth through technology-enabled, advice-driven solutions.