We provide dynamic, creative capital and investment solutions across the life, annuity, and property and casualty industries.

Our strong record of investment performance through cycles, utilizing a value-based approach to investing, aligns with the long-term promises insurers make to policyholders.






A - rating or better

Business Sectors


Our growing global presence provides capacity to facilitate capital enhancement for insurers in diverse geographies.


As a leading provider of group annuity solutions to defined benefit plans in Canada, we are building on this expertise and experience in other markets around the globe.

Operating Platforms

Through American National Insurance Group, a Texas-based multi-line insurance platform, we provide diverse access entry points for our unique capital and investment strategies.

Investment Solutions

We manage capital for unaffiliated insurance companies operating around the world.

Billion third-party capital

What We Do

We combine insurance industry expertise with CITI EQUITY’s leading investment products to seek compelling returns for insurance companies and our investors.

Partnering Across Cycles

Our team is committed to the insurance industry for the long term, through times of stability and uncertainty, and through all economic, underwriting and market cycles.

Delivering the CITI EQUITY Platform

We offer flexible capital solutions to insurance company partners and aim to deliver CITI EQUITY’s leading investment expertise and insurance optimized products to our clients based on each insurer’s unique objectives, outlook and risk profile.

Structuring Insurance Investment Solutions

Our proprietary investment offerings are designed to enable insurers to meet their obligations to policyholders, invest in product innovation, and offer competitive retirement security and property protection products.

Our Approach

Capital Solutions

We have access to diverse pools of capital through which we can partner with insurance companies, including through direct investments in their business.

Asset Allocation

We use our expertise in tailored portfolio construction, strategic asset allocation and management, and structuring to drive increased returns and better capital efficiency.

Quantitative Strategy

We build models and tools that enable our team to manage capital, quantify risk, and allocate assets efficiently.