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Serving high-performing professionals and their enterprise.
A holistic, high-touch wealth management service for sophisticated enterprises and high-performing knowledge workers.
Citi Global Wealth at Work has more than 50 years of experience working with professionals and their firms. Our comprehensive wealth platform we can help enhance the performance of innovative companies and supports the financial wellness of your employees.
Our wealth specialists deliver customized advice based on your unique financial situation and connect you with a range of custom wealth management strategies that seek to make your wealth work harder.
Divya Avasthi
Meet our wealth expert
Divya is the Global Head of the Enterprise Group working with employees of Citi’s Institutional clients globally to support their wealth management journey.
Prior to joining Wealth at Work, Divya served as the Head of Tech Venture Banking and TMT for our U.S. CCB and was the founder of the national Tech Venture Banking team.
Before joining Citi, Divya held various client-facing and strategy roles at Wells Fargo.
Divya graduated from the University of Virginia with a double major in Economics and Psychology and was president of the Indian Student Association and the Women’s Club during her time there. She also completed her certificate in credit analysis from NYU.
- FOR INDIVIDUALS
- FOR FIRMS
Building a high-performing career in a fast-changing sector leaves you with little time to optimize your own wealth management strategy. We connect you with highly experienced wealth management specialists, Private Bankers, Investment Counselors and Financial and Wealth Planners, who help you grow your investments and advance your wealth building journey. Working closely together, we develop a bespoke wealth management approach built around your unique situation and investment perspective.
We are committed to enhancing your financial wellness and delivering solutions that help you achieve your financial goals. Whether you need to secure a mortgage, diversify your portfolio, or protect your financial future, our experts are always on hand to help you make the decisions that are right for you freeing you up to develop your career.
At Citi Global Wealth at Work, our approach is guided by over 50 years’ experience and in-depth industry research that can help your company build and maintain a high-performing team.
We are committed to supporting the financial wellbeing of your valued professionals and leaders throughout their careers and into retirement. Our experienced wealth management team connects your employees with a comprehensive suite of wealth management and financial planning strategies while we can serve your firm in constructing tax-efficient retirement plans and partner financing solutions.
We are always on hand to provide customized investment advice and seamlessly deliver services from across Citi Global Wealth at Work and beyond – helping senior executives make their wealth go further and enhancing your organization’s 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