Financial wellness

Our service is fully customized to you as an individual and to your profession. We are on a mission to be as responsive to you as your clients and customers expect you to be for them. And our products are designed specifically for the needs of professionals and their companies. 

we-serve

When financial stress goes down, the more engaged and happier professionals become.

Our mission is to help clients achieve not only their financial goals, but a state of sustainable personal wellness that lets them focus on advancing their careers and their firms.

What’s most important for the professionals and firms we serve is that financial wellness allows them to devote less of their schedules to agonizing over personal finances and more to connecting with their own clients.

Our approach helps an individual’s needs across the four wellness pillars — saving, spending, investing, and borrowing — that can cause stress.

We believe by reaching a state of financial wellbeing employees are more productive, satisfied, and likely to grow within the firm. 

What makes financial wellness a powerful tool?

By addressing the four pillars of financial stress, employees can be more productive, which can help benefit their firms.

Necessary

Physical and mental health and wellbeing are regarded as important drivers of employee satisfaction and productivity. Addressing financial health is the next logical step in the evolution of employee benefits and wellness.

Ongoing

Financial wellness is a best practice throughout one’s career and beyond. While financial circumstances may improve, the stresses of managing savings, spending, investing and borrowing are not eliminated, regardless of income or wealth.

Repeatable

Financial wellness can be scaled to reach employees throughout an organization. By employing digital tools and outreach, combined with a robust financial planning element, a greater proportion of employees at an organization can realize the benefits of a financial wellness plan.

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?

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 Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank'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

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 Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank'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 your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your 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 Advisory, 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.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions  | The Sustainable Finance Disclosure Regulation 

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

© 2016 - 2024 Citigroup Inc. All Rights Reserved.