Wealth management for private equity professionals & firms

Citi Global Wealth at Work’s Asset Manager Group offers bespoke wealth management services for busy private equity professionals and their firms. Our dedicated wealth management team is always on hand to meet your holistic wealth management needs.

Serving high-performing professionals and professional private equity firms.

A holistic, high touch wealth management service for sophisticated private equity firms and their professionals.

With experience working with private equity leaders, we understand your evolving financial needs in a fast-paced industry. Our specialized wealth platform brings you a comprehensive range of wealth advisory and financial planning services and flexible lending strategies for high-performing professionals. We work closely with you to understand your specific needs and offer strategies that seek to make your wealth work harder.

Our global team of wealth management specialists draws on our deep industry knowledge to deliver custom, end-to-end wealth advisory services and tailored financial planning expertise that helps you meet your individual financial objectives. By connecting you with personalized strategies, we help you perform at your best. 

Hollie Griego

Head of Business Expansion and Global Head of Asset Manager Group

Meet our wealth expert

Hollie Griego oversees business expansion within Citi Global Wealth at Work and leads its Asset Manager Group. In both roles, Hollie focuses on growing and deepening client relationships and providing wealth management strategies with top-tier asset management firms and their professionals.

Previously, Hollie was Head of Product Strategy and Insights for Citi Global Wealth Investment Solutions. Among other leadership roles she has held are Global Head of Foreign Exchange Institutional Client Strategy and Global Head of Foreign Exchange Portfolio Sales. Her experience spans managing cross-functional teams, developing client-focused coverage models and creating digital solutions for clients. 

Hollie holds a bachelor's in modern languages from Trinity College (Connecticut). 

As a busy, hard-working professional, the responsibility of wealth management and financial planning doesn’t have to fall entirely on you – with access at any time to dedicated personal banking specialists, you’re in experienced hands.

Your financial wellness is our primary focus. We assess your financial needs and wealth management perspective and match you with strategies that help you meet your goals: freeing you up to better serve your clients.

Citi Global Wealth at Work helps you plan for every eventuality in your wealth-building journey. From uneven income and investment distribution to complex financing requirements, we can recommend specific lines of credit, loans, and securities-backed financing that can help to address financial pressure points and guides you on your wealth building journey. 

Financial wellness is an essential component of high-performing Private Equity 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 to support their family’s needs so they can focus on serving your clients even more effectively.

We are always on hand to deliver customized investment services and can 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 by emailing [email protected], or email by visiting the email preference center at any time.

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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 by emailing [email protected], or email by visiting the email preference center at any time.

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 their 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 Alternatives, 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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