As a Private Banker, Ali Banki helps clients achieve their financial goals. Ali works with a team of specialists responsible for providing advice on investment management, lending, trust and estate services, wealth planning and charitable giving. He takes the time to understand his clients’ unique needs and supports their goals by providing customized strategies and solutions.
Ali’s career in wealth management began in 2005 following a career in law. Ali worked as a legal officer at the United Nations Security Council (Compensation Commission) in Geneva, Switzerland, from 1996 until 2004, leading a multinational team of attorneys, loss adjusters and accountants in the corporate claims section of claims for losses resulting from Iraq’s 1990 invasion and occupation of Kuwait. In 2005, Ali decided to transition from law to finance. Ali worked at the private equity firm Argos Soditic and the hedge fund INOKS Capital, both based in Geneva. Prior to joining City National Bank, Ali spent five years at JPMorgan Private Bank.
Ali is a current member of the California State Bar.
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Brokerage services are provided by City National Securities, Inc., member FINRA / SIPC, a wholly owned broker/dealer subsidiary of City National Bank.