Partner capital loans

If you’re looking to finance the partner capital contributions of your firm with the support of a trusted, industry-specialist wealth management team, then we are here to help. 

Citi Global Wealth at Work provides industry professionals with funding solutions and wealth management services designed to suit their changing needs.

Our Partner Capital Loan Program can offer busy professionals a conveniently customized funding option to help finance all – or part – of your firm capital contribution.

We understand the importance of capital to your firm, which is why we can offer all eligible clients a range of benefits – including preferred rates, extended tenor, special pricing, and a streamlined application process. We have worked with your management team to design and tailor the best offering and term sheet for you.

Our dedicated team will draw on decades of industry expertise to provide a tailored solution to your capital borrowing requirements. So, if you’re looking for an efficient and personalized capital contribution partnership, then we’re your  team.

How we serve you

Trusted

Over many decades, we have used our industry experience to develop a trusted approach to lending to senior partners.

We’ve established the credibility of our services in the sector, and proven ourselves to be both efficient and adaptable when it comes to setting up a capital contribution partnership. We can provide you with unsecured, specialist loans designed to help finance your partner contributions.

Become a client today, knowing that our funding solutions have been developed over many years of industry experience.

Tailored

We know that every busy professional and their firm will have a specific set of funding requirements.

So, rather than offer one program for everyone, we provide efficient, personalized solutions to borrowing. Depending on your needs and eligibility, you could benefit from special pricing, extended tenor, interest-only repayments, and preferred rates. 

Our wealth management teams are here to serve you and your best interests. 

Flexible

Your profession can be both rewarding and highly challenging.

We understand the pressures and complexities facing your firms and their senior partners. Which is why our Partner Capital Loan Program prioritizes flexibility and efficiency.

Our clients can take advantage of our streamlined application process, the timely availability of funds, and flexible options to help optimize your firm’s balance sheet.

We are here to respond and adapt to your changing needs.

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

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

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Alternatives, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

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