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U.S. corporate executive from Citi Private Bank From Wikipedia, the free encyclopedia
Ida Liu (Chinese: 劉宏敏) is a Chinese American banking executive and currently the Global Head of Citi Private Bank, a position which she has held since April 2021. She previously headed Citi Private Bank in North America.[1]
Ida Liu | |
---|---|
Born | Orinda, California, U.S. |
Nationality | American |
Education | Wellesley College (BA) Wharton School of the University of Pennsylvania (Merrill Lynch MBA) |
Occupation | Banking executive |
Title | Global Head of Citi Private Bank |
Children | 2 |
Raised in Orinda, California[2] by Mandarin speaking parents,[3] Liu holds a B.A. with honors from Wellesley College[4] and a Merrill Lynch Executive MBA from the Wharton School of the University of Pennsylvania. She speaks fluent Mandarin and Spanish.[5]
Liu started her career in 1998 as a mergers & acquisitions investment banker at BT Wolfensohn, now part of Deutsche Bank.[6]
She joined Merrill Lynch's investment bank in 1999[7] and worked in both New York and Hong Kong, focusing on China and Taiwan deals in the technology, media and telecom sectors.[8]
In 2004, Liu was appointed Global Head of Sales, Marketing and Business Development at womenswear designer Vivienne Tam.[7][9] During her tenure, she launched the Vivienne Tam Dress line, and established flagship stores in China.[10]
Liu began her career at Citi Private Bank in 2007 by launching and heading the Fashion, Retail and Entertainment Group.[11]
In 2011, she founded Citi Private Bank’s newly formed North America Asian Clients Group[12][13][14] before becoming Global Market Manager for New York in 2016.[9]
In 2019, she was promoted to head the Private Bank in North America.[15]
In 2021, Liu was appointed Global Head of Private Banking.[1]
Liu is an advocate for diversity, inclusion and gender equality in the workplace.[16]
She serves on Citi’s Asian Heritage Affinity, becoming its Co-Lead in November 2021[17] and she has spoken at the Milken Institute Global Conference on inclusivity for the Asian American and Pacific Island heritage (AAPI) community.[18]
Liu is also a member of the Citi Women Steering Committee,[11] a company-wide effort that is “designed to attract, develop, advance and retain female talent at all levels of the company.”[19][13] She also serves as Chair of the Citi Women’s International Women’s Day celebrations globally.[20]
Liu is a trustee and board member of the Asia Society.[21]
She is the senior sponsor of recruiting for her alma mater, Wellesley College, where she was previously a board member of the Alumnae Association.[16][9]
Liu is a Young Global Leader (YGL) of the World Economic Forum and was one of five Citi delegates at Davos in 2019 to discuss opportunities and trends in global finance and investment.[22]
She is also a member of The Committee of 100[13] and Young Presidents' Organization.[23]
Liu is the daughter of Peter Liu, a venture capitalist who is the Founder and Chairman of WI Harper Group. Liu and her father have simultaneously been participants at the World Economic Forum at Davos.[24][25]
Liu has been named among Barron’s 100 Most Influential Women in U.S. Finance consecutively since 2020[27][28][29][30][31] and among the 10 Most Influential Women in Wealth Management for 2021 and 2022.[32]
In 2020, 2021, 2022 and 2023 American Banker named Liu as one of the 25 Most Powerful Women in Finance.[33][34][35]
Liu has also been included in Crain’s Notable Women on Wall Street in 2021[36] and 2022,[37] as well as in Crain’s 40 Under 40.[6]
Liu received the Citi Chairman's Council Award for six consecutive years as one of the firm’s top performers between 2007 and 2014.[38]
In 2023, Liu was presented with an Ellis Island Medal of Honor.[39]
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