A New Wealth & Investment Counselling Tool

Relationship managers discussion investment portfolio of Citigold Private Client

Portfolio 360º is a unique advisory service that assesses the total risk-return profile of your multi-asset portfolio through various market scenario analysis. As such, it enables us to provide you constructive advice on building the most suitable (or effective) investment strategy for your long term investment and wealth objectives.

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Portfolio 360°

Scenario Analysis

Simulates the performance of the portfolio during historical periods of market stress.

Business Sensitivity Analysis

Analyses the risk-return relationship between one’s business to the various asset classes.

Cash Flow Analysis

Analyses the potential cash flows of your fixed income holdings over a 12 month period.

Leverage Analysis

Analyses the impact of interest rate changes to your leveraged fixed income portfolio.

Portfolio 360º analysis measures

Important Disclaimer:Important Disclaimer:

Portfolio 360º is not a program or offering, but is a tool to recommend diversification that is meant for reference purposes only. Portfolio 360º are: (i) not binding on part of the customers; (ii) not monitored by Citibank with respect to customers’ individual investment holdings; and (iii) not personalized to the specific needs of any individual customer. It is important to note that while recommendations based on Portfolio 360º represent our best thinking in terms of asset allocation and diversification, they serve only as a guideline for investors based on certain risk profiles. Market movements, changing market views, time horizons and liquidity constraints (among others) may result in your portfolio’s asset allocation deviating from the model allocation.

This website is for information only and does not constitute any offer or solicitation to buy or sell. Investors should refer to the relevant offering documents for detailed information prior to subscription. Investments are not bank deposits and involve risks, including the possible loss of the principal amount invested. Investors investing in investments denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investment prices may go down as well as up. Unless specified, these investments are not obligations of, guaranteed or insured by Citibank Singapore Limited, Citibank, N.A., Citigroup Inc. or any of its affiliates or subsidiaries, or by any local governmental or insurance agency. Investment Services are not eligible for U.S. persons and might only be applicable to limited jurisdiction.