Wealth management for technology professionals & technology firms

Citi Global Wealth at Work’s Enterprise Group serves the extraordinary knowledge workers who help drive innovation. 

Serving you and your industry.

Citi Global Wealth at Work’s Enterprise Group serves the extraordinary knowledge workers who help drive innovation. Tech, bioscience, healthcare professionals and more who help build the brilliant enterprises that transform lives to be so much more productive and rewarding. 

Having worked with knowledge workers for more than 50 years we created a dedicated team to serve professionals in your industries to deliver responsive private banking and wealth management. Designed and customized to serve your individual needs and global outlook.

Citi’s Wealth at Work team believe in Financial Wellness for you, your family, and your firm. Saving, spending, investing, and borrowing services to help you achieve both your financial goals and a state of sustainable personal wellness. We can help you manage your financial plans and wealth strategy by supporting you with banking facilities, home finance, education financing and investments. Additionally, we can help you organize, manage, and control your stock options.

Citi Global Wealth at Work offers the same exceptional service that the world’s leading accountants provide their clients. Knowing how busy your professional lives we designed a personalised service that enables you to manage your banking and wealth management needs effectively and efficiently. 

Citi Wealth at Work believes in Financial Wellness for you, your family, and your firm. Saving, spending, investing, and borrowing services with a human touch to help you achieve your financial goals and a sustainable state of personal wellness. We always start by listening to your specific need before shaping financial strategy to help structure your wealth with a wide range of investment approaches informed entirely by your needs.

Citi Global Wealth at Work’s Enterprise Group serves the extraordinary enterprises that help drive the innovation economy. Tech, bioscience and healthcare companies and their talent that transform lives to be so much more productive and rewarding.

We know that innovation informs your approach to compensation as much as it does the products and services you create and that your employees can be compensated differently than other knowledge workers. Which is why we’ve created a dedicated team to serve companies and their talent to deliver responsive private banking and wealth management specifically for your industry. Financial services designed and customized to serve your business needs and global outlook.

Citi’s Wealth at Work team believes in Financial Wellness for your firm, your employees, and their families. Saving, spending, investing, and borrowing services to help attract and manage talent to help them achieve their financial goals and a state of sustainable personal wellness. 

We help shape financial strategy and structure wealth for employees by providing them with sophisticated banking, home finance, education financing and investment capabilities.  Plus, a range of equity solutions that helps you attract talent and organize, manage, and control their stock options.

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. 

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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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.

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