![]() Citi Personal Wealth Management BackgroundĬiti Personal Wealth Management is a subsidiary of Citibank. It also serves institutional investors, including pension and profit-sharing plans, charitable organizations, government entities, settlement trust accounts and corporations. Most of the firm’s clients are non-high-net-worth individuals, but it also works extensively with high-net-worth individuals. ![]() The firm is based in New York and has an extensive network of financial planning professionals, including thousands of financial advisors.Ĭlients of Citi Personal Wealth Management are often clients of Citigroup Global Markets Inc., a broker-dealer. ![]() It is a subsidiary of Citigroup Global Markets Inc., which is itself a subsidiary of Citigroup Inc., a publicly held company. Citi Personal Wealth Management is the financial advisory arm of Citi (a SmartAsset advertising partner), a global financial services company and bank. ![]()
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