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 |
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]
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]
She is married with two children. [16] [26]
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]
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 |
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]
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]
She is married with two children. [16] [26]
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]