Wealth Advisory Services | Citigold

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.

ANALYSIS

Keep your wealth goals on track with Citigold Total Wealth Advisor tool

In life, we set goals to achieve our aspirations. The key is to stay on track and perfect them as you go along. Especially for growing your financial wealth.

The Citigold Total Wealth Advisor, a goal-based wealth advisory tool developed exclusively for Citigold clients, helps you plan, monitor and manage your portfolio in one place.

Set

your wealth goals with your Relationship Manager, who will work closely with you to achieve your financial aspirations.

Track

how your portfolio value changes over time and monitor your goals' real-time progress, at your convenience.

Modify

as you go along by measuring your portfolio against Citigold Diversification Index and Citi's Model Portfolios and bring your goals back on track².

Achieve your financial goals

With Citigold Total Wealth Advisor, set your wealth goals and track your progress at your convenience via Citibank Online or your Citi Mobile^® App.

Speak to your Relationship Manager today.

Planning your wealth goals? Access exclusive insights at Citi Wealth Insights now.

Wealth Education Retirement

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

Gain 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

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.

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.

FINANCIAL ADVISORY