Investments

We know that in the life of a busy industry professional, individual and business lending options must be flexible and competitive. That’s why we provide a variety of loans and credit facilities, designed to meet your needs.

For over 50 years, Citi Global Wealth at Work has provided industry professionals with term loans, margin loans, and revolving lines of credit – ensuring your key borrowing requirements are covered. 

All lending options offer flexible terms, competitive interest rates and prompt access to funds. We prioritize efficiency to ensure your valuable time is protected. 

Our margin loans can provide you with an investment-backed lending option, ideal for professionals looking to generate liquidity, enhance yields, and borrow while continuing to receive portfolio returns. Margin lending uses your financial assets as collateral, meaning the larger your portfolio, the lower your interest. 

Clients could also opt for one of our term loans – suited to larger purchases, debt consolidation and periodic expenses. Or, take advantage of our revolving line of credit and enjoy the peace of mind that comes with knowing unexpected expenses can be taken care of. 

If you’re interested in finding out which lending option is best suited to your needs, then speak to an advisor today. 

Capital markets

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Sustainable investing

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Portfolio anlaytics

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Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

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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 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

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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 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.

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