Advisory

Designed to support you through your wealth journey

THE GOLD CONVERSATION

Getting to know you and your needs

Your dedicated Citigold Relationship Manager puts you and your needs at the core of the Gold Conversation. Your Relationship Manager will have an in-depth conversation to understand your current financial position, goals and needs, to determine the suitable investment portfolio for you.

Getting to know you and your needs
Getting to know you and your needs

ANALYSIS

Build your wealth anytime, anywhere

The Total Wealth Advisor1, is an intuitive, interactive tool developed in-house, that helps you plan, monitor and manage all your investments in one place. Set your financial goals and track their progress at your convenience via Citibank Online or your Citi Mobile® App.

Be rewarded for your relationship with us

Achieve your wealth goals
with the Total Wealth Advisor1

Be rewarded with S$50^ cash when you set a new goal
and do a fund allocation with us.


Speak to your Relationship Manager to set your goals today.

^Terms and conditions apply. Click here for details.
Access a complete, real-time picture of your financial situation, portfolio and goals at your convenience via Citibank Online or your Citi Mobile® App.
Analyse how your portfolio value changes over time and the likelihood of achieving your financial goals.
Measure your portfolio against Citi's Model Portfolios and Citigold Diversification Index and lets you make portfolio adjustments to bring goals back on track2.

^Terms and conditions apply. Click here for details.
1Portfolio stress test and customised alerts via Citibank Online and Citi Mobile® App are currently not available and will be introduced progressively.
2The term "Portfolio(s)" referred to in this document are merely references to illustrations of asset allocations in general and are not personalized to your specific investment needs. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s).

STRESS TEST

Greater confidence in every market situation

With the Portfolio Risk Evaluator tool, your Relationship Manager will check your portfolio's resilience and performance by running it through a 'stress-test' of simulated significant market events.

Greater confidence in every market situation
Greater confidence in every market situation
Understand how your portfolio will perform during periods of adverse market conditions
Provides an in-depth risk and return comparison between your existing and Citi's proposed portfolio under various scenarios
Helps you understand your risk exposure and make more informed financial decisions

REVIEW

How diversified is your portfolio?

Using our in-house Citigold Diversification Index (CDI) tool, your Relationship Manager can provide you with greater insight into the diversification level of your existing investments, taking into consideration investments into various asset classes as well as the level of product holding concentration. Diversification aims to lower risk by spreading across various investments products as opposed to holding a single investment over a medium to a long time period. A well-diversified portfolio is better equipped to navigate market volatilities over time.

How diversified is your portfolio?
How diversified is your portfolio?

GLOBAL INVESTOR

Invest across the globe

Whether you're looking for a truly global investment strategy or insights into the latest market developments, The Citigold Client Advisory Group will help you tap into wealth building opportunities from around the world.

Invest across the globe
Invest across the globe

Have a Gold Conversation with us today
and be rewarded with S$5,150* when you start a Citigold relationship.
*Terms and Conditions apply.

24-Hour Citigold Hotline
(+65) 6225-5226(+65) 6225-5226