James Close-Smith

James is a Director at Citi Private Bank in London and is responsible for managing ultra-high net worth clients and family office relationships.

He has worked in financial services for 17 years, providing investment advice, wealth planning and lending solutions to leading professionals and entrepreneurs.

He is a fin-tech enthusiast who has extensive experience of building teams in global banks and is passionate about developing technology solutions that drive transformative change and deliver solutions that enhance the client experience.

He spends much of his time connecting tech entrepreneurs with other parts of Citi to develop their businesses and help them achieve their own financial objectives.

James is a Business Sponsor for Citi’s Global Wealth Management Analyst program, helping identify, mentor and develop emerging talent and ideas within the organisation.

James is a Chartered Fellow of the Chartered Securities and Investments Institute and holds a degree in Economics and Politics from the University of Exeter.