Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilising appropriate financial products and services.

Citigroup Institutional Clients Group (ICG) is a leading provider of Cash Management, Trade and Treasury, Securities, Fund Services, Capital Markets, and Private Banking products and services to financial institution, corporate, and high net-worth clients around the world.
The ICG Know Your Customer (KYC) Support Unit is an Anti-Money Laundering (AML) function within the ICG business that is responsible globally for ensuring the ICG meets and exceeds the standards mandated by the Corporate Compliance organization and external regulators.

Talcott Resolution consists of a group of insurance and non-insurance companies that administers life and annuity products that we previously sold or acquired. These insurance companies include Talcott Resolution Life Insurance Company, Talcott Resolution Life and Annuity Insurance Company, American Maturity Life Insurance Company and Talcott Resolution International Life Reassurance Corporation.

Ensures the maintenance of corporate liquidity and financial stability. Develops and manages strategies, operations, policies and budgets relating to treasury activities. Directs development and revision of financial policies for capital structure, working capital, treasury operations, foreign exchange interest rate risk management, and insurance risk management. Directs capital markets, borrowing, investing, foreign exchange, treasury operations, financial risk management and corporate finance initiatives. Supervises the maintenance of internal controls designed to safeguard corporate assets and the integrity of its fiscal systems.