Wealth management for professionals

Citi Global Wealth at Work was created to serve today’s most dynamic professionals across many industries at top performing firms. The services we offer are designed around the needs of you, your family and your career.  

Lawyers & law firms

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Plaintiff firms & claims administrators

Learn more about Plaintiff firms & claims administrators

Consultants & consulting firms

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Accountants & accounting firms

Learn more about Accountants & accounting firms

Private equity professionals & firms

Learn more about Private equity professionals & firms

Hedge fund managers & hedge fund management firms

Learn more about Hedge fund managers & hedge fund management firms

Asset managers & asset management firms

Learn more about Asset managers & asset management firms

Venture capital professionals & firms

Learn more about Venture capital professionals & firms

Tech professionals & companies

Learn more about Tech professionals & companies

Life science & biotech professionals & companies

Learn more about Life science & biotech professionals & companies

Medical professionals & healthcare companies

Learn more about Medical professionals & healthcare companies

Executive recruiters & firms

Learn more about Executive recruiters & firms

Industrial companies & industrial professionals

Learn more about Industrial companies & industrial professionals

Retail & consumer companies & professionals

Learn more about Retail & consumer companies & professionals
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Would you like to join our network of professionals?

If you are interested in becoming part of the very special community whom we serve – or learn more about what we do – we would be delighted to hear from you.

Become a client about Would you like to join our network of professionals?

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

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

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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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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

Please fill out the form, so we can contact you.

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.

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

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.

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.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

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To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our  Form Client Relationship Summary.

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