Wealth management for venture capital founders, partners & firms

Citi Global Wealth at Work’s Asset Management Group (AMG) exclusively serves Asset Managers with private banking and wealth management . Our approach is simple: we listen to the needs of our clients, we deliver tailored products and services, and respond to changing needs as careers develop. 

Unrivalled insight and service to busy professionals for over 50 years.

Having served individuals like you for over half a century we appreciate that you demand excellence in your services, and we aim to do the same.  Knowing how quickly you need to respond to your clients we’ve designed our service to be equally responsive to you.

By understanding your professional career we’ve developed a full range of products and services that are customized for Asset Managers. Lending, savings and investments for individuals as well as corporate services such as Retirement plans and firm sponsored loan programs. 

Our offering is tailored to your evolving needs throughout your professional life. We enable access to banking facilities and home finance, help you meet education costs, build your investment portfolio, shape your financial strategy and structure your wealth.

We support your career by thinking one step ahead so that you can focus on your clients.

Citi’s Asset Management Group provides personalised banking and wealth management services to asset managers using a formula that’s served the world’s most successful professionals for over 50 years. We listen to your specific needs and deliver tailored products that evolve as your career develops.

We believe in Financial Wellness for you, your family, and firm. Saving, spending, investing, and borrowing services that help you achieve your financial goals and deliver a sustainable state of personal wellness. 

We will begin by helping shape your financial strategy before structuring your wealth with a diverse range of investment strategies. Your portfolio will be personalized with a combination of strategic asset allocations together with opportunistic tactical investments.

Citi’s Asset Management Group is designed to be fully responsive and flexible to enable the world’s leading firms streamline their operations. 

Experience garnered from more than five decades serving professional service practices has given us the insight to create a suite of tailored products and services to enable practice growth and progress; Cash-management, financing, custody and investment services have all been created with professional partnerships and practices in mind.

Our Financial Wellness philosophy supports Finance and Benefit leaders to help employees maximize all available benefits whilst our range of firm focused insurance, retirement and firm-sponsored loan programs are designed to enable financial wellness for the practice.

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?

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.

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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

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.

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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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