Financial wellness

The state of security you feel about your future when you’re able to meet your financial needs and maintain a desired standard of living. 

Having control over your money and the freedom to make informed choices with confidence can enhance your ability to face challenging times and lead a healthy financial life.

When financial stress goes down, the more engaged and happier professionals become.

Our mission is to help clients achieve not only their financial goals, but a state of sustainable personal wellness that lets them focus on advancing their careers and their firms.

What’s most important for the professionals and firms we serve is that financial wellness allows them to devote less of their schedules to agonizing over personal finances and more to connecting with their own clients.

Our approach helps address an individual’s needs across the four wellness pillars — saving, spending, investing, and borrowing — that can cause stress.

We believe by reaching a state of financial wellbeing employees are more productive, satisfied, and likely to grow within the firm. 

Investing

Global multi-asset class diversification across geographies  can be an effective form of risk-management overtime and a key attribute of core portfolios.

Saving

Planning for both long-term savings goals and emergency ‘rainy-day’ needs. 

Spending

We can help you plan for both expected and unexpected purchases, from the routine to the remarkable. 

Borrowing 

Secured and unsecured lending to meet your financing needs, from real estate purchases to capital loans to help finance your professional partnership. 

What makes financial wellness a powerful tool?

By addressing the four pillars of financial stress, employees can be more productive, which can help benefit their firms.

Necessary

Physical and mental health and wellbeing are regarded as important drivers of employee satisfaction and productivity. Addressing financial health is the next logical step in the evolution of employee benefits and wellness.

Ongoing

Financial wellness is a best practice throughout one’s career and beyond. While financial circumstances may improve, the stresses of managing savings, spending, investing and borrowing are not eliminated, regardless of income or wealth.

Repeatable

Financial wellness can be scaled to reach employees throughout an organization. By employing digital tools and outreach, combined with a robust financial planning element, a greater proportion of employees at an organization can realize the benefits of a financial wellness plan.

Learn more about how Citi Global Wealth at Work can shape your future of financial wellness. 

Wealth management services

View all offerings

Citi Global Wealth at Work offers a range of customized products and services to help you achieve your financial goals. 

 

Investing

Our industry experience and access to global markets can provide you with a broad range of investment strategies. 

Wealth advisory

We prepare comprehensive financial and estate plans throughout all stages of your financial lives, from wealth accumulation to distribution. 

Corporate solutions

We will partner with your firm to share our insights on the latest industry trends to help it stay competitive.  

Borrowing

Responsible borrowing can boost net worth over time. Are you relying on “good” or “bad” debt to meet goals?

Contact us

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank

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I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support their financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

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