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.  

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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

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?