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.
Build your Wealth Portfolio
The Citigold Total Wealth Advisor (TWA), is an intuitive, interactive tool developed in-house, that helps you plan, monitor and manage all your investments in one place. It provides a real-time picture of your financial situation, portfolio and goals, and analyses how your portfolio value changes over time and the likelihood of achieving your financial goals.
Provides a complete, real-time picture of your financial situation, portfolio and goals
Analyses how your portfolio value changes over time and the likelihood of achieving your financial goals
Lets you make portfolio adjustments to bring goals back on track and manage goals as individual portfolios
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.
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
How diversified is your portfolio?
Using our in-house Citigold Diversification Index (CDI) tool, your Relationship Manager can determine the diversification level of your existing investments. Diversification helps to achieve potentially higher returns with 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.
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.
Have a Gold Conversation with us today and receive additional cash rewards when you invest or insure with Citigold.