As part of our holistic wealth offering, Citi Global Wealth at Work provides you with a customized approach backed by years of industry insights.
With more than 300 dedicated professionals across the United States and Europe1, our wealth team provides a high degree of personal service.
Citi Global Wealth at Work shares valuable information to provide you with greater insights and competitive advantages.
Advisory: Data analysis to assess your firm’s competitive landscape, enabling you to make informed strategic decisions.
Insights and education: Access to economic, political and market commentary from some of the world’s most renowned thought leaders. From the weekly CIO broadcast to our annual Outlook, our Investments team provides thought-provoking commentary.
Corporate approach: Support with firm-wide initiatives, from setting up and running cash balance pension plans, to corporate owned life insurance(COLI).
We believe Financial Wellness is the state of security people feel about their future because they have capably addressed the four key pillars of financial stress—saving, spending, investing, and borrowing.
Our mission is to help clients achieve not only their financial goals, but a state of sustainable wellness that lets them focus on advancing their careers … and their firms.
Our financial planning and wealth services address: