Wealth management for asset management professionals

Citi Global Wealth at Work’s Asset Manager Group offers bespoke wealth management services and strategies that help leading asset management professionals and their firms meet their financial goals. We give you access to a full wealth management team – on hand 24/7 - to help solve your personal financial challenges and accelerate your wealth-building journey.

Serving high-performing asset management professionals and their firms.

A holistic, high touch wealth management service for leading asset management firms and their professionals.

Citi Global Wealth at Work has over five decades of experience working with top industry firms. We understand your complex financial needs and deliver a high-touch service that connects you to products that help make your wealth work harder.

We’ve built a comprehensive wealth platform that empowers asset management professionals and enhances the performance of leading firms. Our wealth specialists work closely with you to evaluate your personal objectives and help you take on all your wealth-building challenges. 

Anna Labombarda

Global Head of Asset Manager Group

Meet our wealth expert

Anna Labombarda is the Global Head of the Asset Manager Group providing banking strategies, fund commitment financing, investment management and mortgages to professionals in the asset management industry.

Previously, Anna held positions with the Law Firm Group as Head of Business Development, Team Lead for the Boston region, in addition to Team Leader for a team of Bankers in New York.

Anna started her career at CoreStates New Jersey National Bank as a Relationship Manager.

Anna received her undergraduate degrees in Criminal Justice and Business from Seton Hall University.

Serving your clients is rewarding but leaves you with little time to optimize your own wealth management approach. We partner with you to provide access to sophisticated wealth management strategies to help grow your investments and progress your wealth building journey. Our team provides complementary access to wealth planning specialists to develop a bespoke wealth plan for your families’ specific needs. 

We are committed to enhancing your financial wellness and delivering strategies that help you achieve your financial goals. Whether you need to secure a mortgage, diversify your portfolio, or protect your financial future, our team is always on hand to help you make the decision that’s right for you – freeing you up to focus on serving your clients. 

At Citi Global Wealth at Work, our approach is guided by over 50 years’ experience and in-depth industry research that helps your firm build and maintain a high-performing team.

Financial wellness is an essential component of high-performing asset management teams. We understand that the financial wellbeing of leaders within your firm is key to the overall success of your business. Our wealth management team offers tailored products and services that can enhance the financial wellbeing of your high-performing professionals, helping them serve your clients even more effectively.

We are always on hand to deliver customized investment services and can seamlessly deliver strategies from across Citi and beyond – helping senior professionals make their wealth go further and enhancing your ability to attract and retain key talent.

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?

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I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work'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 or email at any time by emailing donotspam@citi.com

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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 Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work'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 or email at any time by emailing donotspam@citi.com

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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