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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
firm

Citi

In network coverage since October 8, 2026 · 16+ stories
7Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Teresa Radzinski
Sep 11 · advisor move
Deal recordFull tracker →
Oct 22, 26Deal closedNebius — coverage
Oct 21, 26Deal announcedApplied Carbon — coverage
Oct 20, 26Deal closedApplied Carbon · Nuveen — coverage
Oct 20, 26Deal closedApplied Carbon · Nuveen · $72M — coverage
Oct 15, 26Deal closedJLL Capital Markets · Trinity Investments — coverage
Sep 9, 26Deal closedIndosat Ooredoo Hutchison · Zankore · United Overseas Bank · Natixis CIB · Qatar National Bank · Nvidia · ING — coverage
Aug 12, 26Deal announcedAvoca CLO XXI · KKR — coverage
Network coverage
Manager Selection

CAIA says AI could flatten single-family office hierarchy

It proposes an information steward accountable for the data agents read.
Transition Finance · Oct 23Citi closes $72 million bond tied to delivered biochar credits
The Wrap · Oct 23Umatilla permit freeze threatens $5 billion in data center investment
The Wrap · Oct 23HKEX opens green label with a 50% revenue test
Fundraising · Oct 23Nebius secures $3.5bn Citi facility at SOFR plus 2.75 points
Tokenization · Oct 22Securitize shares fall 38% since Apple, Nvidia token launch on Solana
The Wrap · Oct 22Citi structures $72 million note tied to Applied Carbon biochar credits
Transition Finance · Oct 22Citi structures $72 million note tied to Applied Carbon biochar credits
Transition Finance · Oct 21Citi closes $72 million carbon removal-linked note for Texas biochar project
Tokenization · Oct 19JPMorgan to bring JPM Coin to Ethereum, citing liquidity
Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M
Real estate debt · Oct 16Citi provides $210 million floating-rate CMBS refinancing for Trinity's Grand Hyatt Indian Wells
Private Credit & BDCs · Oct 16Man Group private credit AUM flat at $14.1bn in third quarter
The Close · Oct 13JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14%
Tokenization · Oct 13Federated Hermes plans its first tokenized fund shares with Prometheum
Real estate debt · Oct 8Citi analysts flag Bank OZK's six-week extension on $915M IQHQ loan
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