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Case studies

How we can help

Citi International Personal Bank helps clients from all over the world manage their wealth.

Whether you are looking to diversify your investment portfolio, access products that are not available in your home country or maximise potential tax advantages from holding your wealth offshore, we can help.

Below are just a few examples of the types of scenarios our clients ask us to help them with. These case studies also show our recommendations for each different situation:

Dmitry's story

Dmitry is already a Citi client being introduced to Citi International Personal Bank who wants to manage some of his wealth outside of Russia. He is willing to take investment risks or look at new product opportunities but doesn't want to risk his wealth with a company he isn't familiar with. 

As one of the world's strongest financial companies we would offer Dmitry a secure and stable home for his wealth in our London centre, and access to the products he wants.

arrow Find out how we would help Dmitry

Murat's story

Murat lives in Istanbul, Turkey. He made his money through years of hard work and is set to retire soon. He has been with us for 10 years as he wanted to hold some of his wealth outside his home country in a safe and stable market, and he particularly liked the idea of banking through London – one of the world's most prestigious financial centres. He is a no-nonsense businessman who will not take risks and likes to talk straight with his bank.

We can provide Murat with a dedicated Turkish Relationship Manager that enables him to invest through London via a range of low to medium risk investment products.

arrow Find out how we would help Murat

Nigel's story

When Nigel was offered a job in the United Arab Emirates it was a big decision for the whole family, particularly with three school-age children. He needs a wealth management provider that will help him grow his money but in a secure way, as maintaining private education costs are a key concern. Nigel considers himself as well off, but he is wary of aggressive investing and he is keen to improve his knowledge of the markets.

We can help him to develop a low-risk long term investment strategy and increase his market knowledge and confidence through our Jersey centre.

arrow Find out how we would help Nigel

Miguel's story

Miguel moved from Spain to England a year ago to start a new job as a Commodities Trader. He got a significant pay rise allowing him to live in a more affluent area of London and giving him the opportunity to send a large amount of money back home to Spain in the future. A colleague advised him to make the most of any tax efficiencies available to him while he is resident in the UK.

We can help Miguel to transfer money fee free to Spain and take advantage of offshore tax efficiencies through our Jersey centre.

arrow Find out how we would help Miguel

Janis's story

Janis is a Greek accountant who lives in Thessaloniki, and works in London for part of the year. He has been a client of Citi International Personal Bank for a while now, and believes his Relationship Manager is invaluable.

We can advise Janis on products that might be suitable, and even tailor certain product solutions to his needs. His Relationship Manager can also place his brokerage orders and take care of his transactional banking needs.

arrow Find out how we would help Janis

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