With Citi’s global presence and on-the-ground market knowledge, we are able to offer you wealth management solutions from right around the world. All of our products and solutions are carefully selected and subjected to rigorous analysis on an ongoing basis. As an international bank, we also offer you the flexibility to avail our wealth management solutions in a wide range of currencies.
The dedicated Relationship Manager service is only available for clients who hold the minimum balance of $200,000 (or equivalent amount in the account currency) or pay the monthly relationship fee of $150.
Our wealth management process
At Citigold, we believe that wealth management is not a one-off process. Your Relationship Manager will work with you to develop a global wealth management strategy that reflects your ever-evolving investment goals, your personal circumstances, your investment timeframe, and your attitude to risk.
Step 1
Your investor profile
Your Relationship Manager will spend a substantial amount of time talking to you about your personal circumstances, your financial needs and goals and your attitude to different levels of risk. This deep understanding is then used to develop a wealth management strategy that's customised to your needs.
Among the things you will discuss in your initial consultation, which can be face to face or over the phone, will include:
- Your investment aims and objectives
- The level of risk you feel comfortable with
- Your knowledge and experience of investing
- Any current investments you may have
- The capital you have to invest
- Your time horizon
Step 3
Selecting a range of investment products
Once your wealth management strategy has been agreed and the optimum asset allocation identified, your Relationship Manager will recommend a selection of investment products to make the most of your assets and to help achieve the goals you've set.
Our investment range includes:
Step 4
Ongoing Review and advice
Over time it is inevitable that both your personal circumstances and market conditions will change, so it is very important to review your portfolio with your Relationship Manager to ensure that your strategy keeps in line with these changes and your new financial goals. You can request a review at any time.
CITIGOLD GLOBAL WEALTH SOLUTIONS
Wealth Management Products
Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your dedicated Relationship Manager supported by a team of global financial advisors will provide insights and guidance that will help keep you on track to meet your financial ambitions.
Know More >
Know More >
Wealth advice from a dedicated team of experts
INVEST OFFSHORE
Access a diverse range of investments products and offshore accounts that might not be available in your home country.
INTERNATIONAL BROKERAGE
Trade across different countries with our International Brokerage Service.
BONDS
Trade Bonds not only in the UK but also across the world, to diversify your portfolio and spread your risk.
FOREIGN EXCHANGE
Convert a wide range of currencies, at Citi's market exchange rates with our Foreign Exchange services.
MULTI CURRENCY ACCOUNT
Move money across the globe quickly and easily to other Citibank accounts in over 19 countries.
MUTUAL FUNDS
Investing for the long term is a key part of wealth management and Mutual Funds are one of the most popular ways to secure your financial future.
SECURED LENDING
Portfolio Power is our Secured Lending solution that helps you access money without disrupting your wealth strategy.
TIME DEPOSIT
Secure your money with fixed competitive rate of interest, and guaranteed returns.