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Serving high-performing asset management professionals and their firms.
A holistic, high touch wealth management service for leading asset management firms and their professionals.
Citi Global Wealth at Work has over five decades of experience working with top industry firms. We understand your complex financial needs and deliver a high-touch service that connects you to products that help make your wealth work harder.
We’ve built a comprehensive wealth platform that empowers asset management professionals and enhances the performance of leading firms. Our wealth specialists work closely with you to evaluate your personal objectives and help you take on all your wealth-building challenges.

Kristen Bitterly Michell
Meet our wealth expert
Kristen has overall responsibility for delivering tailored financial strategies to working professionals within the legal, asset management, and professional services industries.
Prior to this, Kristen served as Interim Head of Investment Solutions for Citi Global Wealth. In this role, she was responsible for leading our investments business globally, serving all our clients across Citi Global Wealth. This included delivering the entirety of our Investment product offering including performance, innovation, development, platform and sales.
Kristen has spent over two decades in the industry leading teams at Citi, Credit Suisse and JP Morgan. A fluent Spanish speaker, Kristen has extensive experience covering clients globally and speaks regularly in the media and at industry conferences, presenting in both English and Spanish.
Kristen holds a BA in Economics and Spanish Language & Literature from the University of Notre Dame (summa cum laude) and an MBA from the Kellogg Graduate School of Management at Northwestern University.
- FOR INDIVIDUALS
- FOR FIRMS

Serving your clients is rewarding but leaves you with little time to optimize your own wealth management approach. We partner with you to provide access to sophisticated wealth management strategies to help grow your investments and progress your wealth building journey. Our team provides complementary access to wealth planning specialists to develop a bespoke wealth plan for your family's specific needs.
We are committed to enhancing your financial wellness and delivering strategies that help you achieve your financial goals. Whether you need to secure a mortgage, diversify your portfolio, or protect your financial future, our team is always on hand to help you make the decision that’s right for you – freeing you up to focus on serving your clients.

At Citi Global Wealth at Work, our approach is guided by over 50 years’ experience and in-depth industry research that helps your firm build and maintain a high-performing team.
Financial wellness is an essential component of high-performing asset management teams. We understand that the financial wellbeing of leaders within your firm is key to the overall success of your business. Our wealth management team offers tailored products and services that can enhance the financial wellbeing of your high-performing professionals, helping them serve your clients even more effectively.
We are always on hand to deliver customized investment services and can seamlessly deliver strategies from across Citi and beyond – helping senior professionals make their wealth go further and enhancing your ability to attract and retain key talent.
Designed for you and your career
Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals.
- All
- Investing
- Wealth advisory
- Borrowing