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]
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]
Citi Private Bank
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]
Diversity and inclusion
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]
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]
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]
^Fatimah Gilliam (September 25, 2017).
"Thought Leader Spotlight: Ida Liu". witi.com. Women in Technology International (WITI). Retrieved December 9, 2021.