Global Wealth Management brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.
Citi Global Wealth Investments (CGWI) is Citi’s leading investment solutions team and platform, providing holistic investments advice offering clients across the wealth continuum critical insights into global market developments and ideas. We also provide access to local and global markets through a dedicated capital markets platform.
CGWI operates Citi Investment Management, a proprietary provider of asset management services only available to Citi clients. We have a wide range of alternative and traditional investment options from independent providers designed to provide unique strategies and benefits for client portfolios.
A holistic and considered approach to borrowing is an essential part of a wealth management strategy. With an understanding of our clients' specific needs and circumstances, however complex or global, we can provide a broad range of suitable financing solutions.
We have in-house experience and specialist knowledge of the assets we finance, a distinguished reputation and key industry relationships to help our clients achieve their goals.
We are experienced in cross-border financing and lending to individuals and entities such as trusts, partnerships, and limited-liability companies. Our Lending team works closely with colleagues across Citi Global Wealth to integrate related services and can also partner with other parts of Citi to deliver expertise relating to more complex needs.
We offer a wide range of banking products and services to suit our clients' needs.
The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
In addition to personal banking, clients of the Private Bank can access our treasury management services, which specialize in helping businesses achieve greater operating control, increase efficiency, reduce costs, minimize risks, and monitor activities in real-time.
Chief Executive Officer, Global Wealth Management