Customise your portfolio
- Start building an investment portfolio that will help you achieve your investment objectives
- Tap on ideas and insights from professionals
- Make thoughtful decisions and choices when building your investment portfolio with help from our useful tools and teams of specialists
Needs-based Asset Allocation
At Citibank, we have a range of useful tools and teams of specialists to help you make thoughtful decisions and choices when building your investment portfolio:
A winning strategy always begins with the right wealth management process. As our first conversation is always about your needs, our Relationship Manager / Personal Bankers will discuss your financial goals, lifestyle needs and risk profile before determining effective solutions to achieve your financial aspirations. The Citibank Wealth Planner is a proprietary financial needs analysis tool developed exclusively for you. Together with your Relationship Manager / Personal Banker, you can use it to assess your overall financial situation. Recommendations made available to all valued customers are based on the findings of this robust analysis tool.
Our 4-Step wealth planning process:
Citi Planner Portfolio Tracker
As your needs are ever-evolving, your portfolio deserves regular analysis and assessment to ensure that it is aligned with your goals. Your Citibank Relationship Manager will undertake a review of your portfolio to help you make informed decisions on your finances.
The Citi Planner is an analysis of your financial needs and should be considered a guide for you to use in deciding how best to attain your financial goals. It is not intended to substitute for financial consulting or planning services. The calculations and assumptions are based on the information you provide and today's economic environment. Therefore the more accurate your assumptions and detailed your information, the more helpful the outcome will be.
Strong Market Research
As a valued customer, you have access to Citibank's award-winning research, and perspectives on key developments in markets worldwide:
Market Updates & Research
We leverage on the vast research capabilities of Citi Investment Research to provide in-depth global market insights. Among others, investors can choose to receive comprehensive market updates, including our weekly Financial Market Analysis and monthly Market Outlook reports.
As a Citibank customer, you will be able to access to our award-winning Citigroup Investment Research, designed to give you an even deeper understanding of wealth management - keeping you abreast with global market developments.
At Citigold, we are committed to staying in touch, and keeping you informed of world events.
The Citigold Investment Seminars are conducted regularly to give you a perspective on what is happening in global financial markets, and how it may relate to your investments. We partner with leading industry specialists and fund managers to provide you with practical information and ideas that you can use to grow your wealth.
This report is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. Although the statements of fact in this report are obtained from sources that Citibank consider reliable, we do not guarantee their accuracy and any such information may be incomplete or condensed. Any person considering an investment should seek independent advice from a financial adviser and in the event that you choose not to seek advice from a financial adviser you should carefully consider the suitability or otherwise of the particular investment in light of your investment objectives, financial means and risk profile.