Wealth management for medical & healthcare professionals & companies

Citi Global Wealth at Work’s Enterprise Group delivers flexible and responsive wealth management strategies, shaped by decades of experience supporting professionals. We help leading employees and companies identify their financial challenges and set their wealth-building goals. Our service includes 24/7 support from a specialist team who are always  available to help you meet your financial planning goals.

Serving high-performing medical and healthcare professionals and their companies.

A holistic, high-touch wealth management service for leading medical and healthcare companies and their professionals.

Citi Global Wealth at Work’s Enterprise Group works with top medical and healthcare professionals and firms all over the world. We understand the unique and demanding challenges you face in the industry and help you plot the milestones of your wealth-building journey – with global capabilities that help your wealth work harder in a competitive industry.     

We have built a comprehensive wealth platform that serves the specific needs of medical and healthcare professionals and their companies across the world. Our specialists listen to your requirements and create a financial plan to help grow and manage your wealth. 

Divya Avasthi

Global Head of Enterprise Group

Meet our wealth expert

Divya is the Global Head of the Enterprise Group working with employees of Citi’s Institutional clients globally to support their wealth management journey.

Prior to joining Wealth at Work, Divya served as the Head of Tech Venture Banking and TMT for our U.S. CCB and was the founder of the national Tech Venture Banking team.

Before joining Citi, Divya held various client-facing and strategy roles at Wells Fargo.

Divya graduated from the University of Virginia with a double major in Economics and Psychology and was president of the Indian Student Association and the Women’s Club during her time there. She also completed her certificate in credit analysis from NYU.

Our extensive experience working with knowledge workers across the globe makes us an experienced partner for busy medical and healthcare professionals. We recognize you have unique objectives and wish to build a solid financial plan to achieve your overarching wealth goals. Our tailored services allow you to focus on achieving your professional ambitions and shaping your career.  

We are here to improve your financial wellbeing.

Our services are personalized based on your specific and evolving financial needs – creating the foundation to help you achieve long-term financial success

You get to control what your wealth-building journey looks like, whether that is securing a personal loan, investing in real estate or other assets, or building an emergency fund – our specialists are always here to guide you with their expertise. 

Our decades of experience supporting innovative organizations gives us a unique perspective on the needs that your firm faces. With global capabilities that are responsive to your unique challenges, we utilize our in-depth industry knowledge to help your professionals feel empowered and to maximize your company’s growth potential.     

Citi Global Wealth at Work’s Enterprise Group supports the financial wellbeing of your employees, ensuring that they are empowered to perform at their best. We offer flexible financial planning and wealth management strategies to individuals while consulting with your leadership on implementing additional benefits, such as tax-efficient retirement plans.

Our comprehensive wealth platform serves the complex financial requirements of your organization by assisting your employees throughout their careers by helping them adapt to evolving financial needs. Together, we help you boost employee performance, retain and incentivize staff, and acquire the most promising 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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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

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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.

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