- Wealth Advisory
As a Citigold Private Client, you will enjoy personalised access to a range of investment advisory services in addition to transactional convenience.
Services by Citigold Private Client Wealth Advisory
Total Wealth Advisor
Plan, monitor and manage all your investments in one place with the Total Wealth Advisor.
Our new and proprietary wealth counseling tool which provides granular and comprehensive understanding of how your portfolio behaves in multiple scenarios.
Comprehensive financial and hand-picked insurance products to help you grow and protect what matters most.
Enjoy personalised access to a range of investment advisory services in addition to transactional convenience.
Stay updated on key global market developments and Citi's house views on the latest headlines. Find out what's trending through our comprehensive market research reports and in-depth thematic articles.
Your Citigold Private Client Debit Card and Cheque Book will offer you a level of transactional convenience and global recognition unlike any other.
To find out more, please speak to your Relationship Manager or click here for a Relationship Manager to contact you.
Frequently Asked Questions
Click on to expand and on to minimise the details.
Do I need a Relationship Manager?
If you are keen to explore all the opportunities that the right investments can offer, a relationship manager will be able to assist you and provide you with professional advise. They would also be able to provide you with insights that are backed by the bank’s global team of research analysts.
What are the benefits of having a Relationship Manager?
A relationship manager will first understand your goals and needs and then help you understand the risks, provide you with insights, and then customize a suitable wealth plan for you.
What to know before meeting with a relationship manager?
Before meeting a relationship manager, for a fruitful discussion, you should create a list of your short-term and long-term financial goals, your financial needs and your retirement goals as well as your current sources of income.