Citi Private Bank Mexico announced on the social network LinkedIn the appointment of Carlos Rodríguez Aspirichaga as the new head of the institution, responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico.
“His knowledge of complex cross-border strategies and multiple jurisdictions for Mexican families will be key to strengthening our offering and service to our clients,” the note states.
Aspirichaga is a wealth management executive with more than 25 years of experience in building and expanding the high-net-worth segment in the United States and Latin America. The banker “advises international UHNW families on cross-border wealth strategies, with experience in investment architecture, credit solutions, and estate planning frameworks that work seamlessly across different jurisdictions,” according to his LinkedIn profile.
To date, Aspirichaga has been serving as a financial advisor at UBS in Miami, where he led cross-border strategies for Mexican families. Previously, he worked for eight years at JP Morgan Private Bank, leading the launch of the firm’s onshore private banking business in Mexico and advising UHNW clients from offices in New York and Miami. Prior to that, he held senior leadership roles at Santander Private Bank, where he led international wealth management teams, drove market expansion initiatives, and integrated global private banking platforms across the United States, Latin America, and Asia.
