Wealth management for hedge fund managers & hedge fund management firms

Citi Global Wealth at Work’s Asset Manager Group provides customized wealth management services for hedge fund managers and their professionals. Our specialist team is available 24/7 to respond to your evolving wealth management needs and help you achieve your goals.

Serving high-performing hedge fund managers and their professional firms in wealth management.

A holistic, high touch wealth management service for leading hedge fund management firms and their busy professionals.

At Citi Global Wealth at Work, we have experience working with leading hedge fund managers and management firms. This helps us understand your requirements and deliver a comprehensive suite of services. Our dedicated wealth management team offers you responsive wealth advisory and financial planning services, including customized lending strategies and strategic planning, tailored to suit high-performing professionals and their firms. We work closely with you to connect you with strategies that meet your specific needs and help realize your wealth-building goals.

Our end-to-end wealth platform is designed based on over 50 years of in-depth industry knowledge and experience. We deliver bespoke financial planning services and tailored asset management expertise to help guide your wealth building journey. Whatever your objectives, our custom strategies help your wealth work harder – freeing you to deliver a peerless service to your clients.  

Kristen Bitterly Michell

Global Head of Citi Global Wealth at Work

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. 

The investment world is demanding and fast-paced, leaving you with little time to manage your own wealth. That’s why our Asset Manager Group works closely with you to help realize your financial goals – while you’re busy delivering a premium service to your clients.

Our comprehensive wealth platform connects you with dedicated wealth management specialists, including private bankers, investment counselors, and planning professionals. We help you develop a strategic framework that fits your personal financial needs; whether that’s purchasing property and other trophy assets, investing in traditional and alternative strategies, or planning for your retirement. Additionally, we offer access to third-party alternatives products, many of which are available only to Citi clients.

Citi Global Wealth at Work helps you plan for any complex or unexpected challenges during your wealth building journey. We help you effectively manage your income streams, diversify your investment portfolios or meet additional capital requirements. 

Financial wellness is an essential component of high-performing hedge fund 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.

For hedge fund managers building their careers, we provide tailored loan programs to support their progression within your firm.

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. 

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

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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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