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.
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.
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:
Following this initial consultation, your Relationship Manager will then set about identifying the types of product that fit your profile. To help you achieve a balanced asset allocation in line with your investment strategy, they will match you with one of our risk-adjusted model portfolios, especially designed for internationally-minded Citi clients. These model portfolios are designed to address your investment objectives, risk tolerance and timeframe.
Your Relationship Manager will aim to diversify your investments across a number of different asset classes, to create a portfolio with a lower overall risk level than that associated with some standalone individual assets. This way, your potential for return is optimized for given level of risk you take.
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:
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.
Access a diverse range of investments products and offshore accounts that might not be available in your home country.
Trade across different countries with our International Brokerage Service.
Trade Bonds not only in the UK but also across the world, to diversify your portfolio and spread your risk.
Convert a wide range of currencies, at Citi's market exchange rates with our Foreign Exchange services.
Move money across the globe quickly and easily to other Citibank accounts in over 19 countries.
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.
Portfolio Power is our Secured Lending solution that helps you access money without disrupting your wealth strategy.
Secure your money with fixed competitive rate of interest, and guaranteed returns.