Citizens Private Bank

About Us

Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $218.3 billion in assets as of June 30, 2025. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions.

In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities.

In Private Banking, clients have unique needs that require flexibility, customization, and extraordinary service to simplify their financial journey now, and for generations to come.

With teams located in the San Francisco Bay Area, Boston, New York and Palm Beach we provide a full range of products, and high-touch client service and advice to high-net-worth individuals, families, and businesses such as personal and commercial banking, financial and retirement planning, and investment management.