Wealth Management Products Wealth Management Products Wealth Management Products

Wealth Management Products

To help you build and protect your wealth, our wide range of world-class products offer various suggestions to cope with different wealth management objectives.

Services suited to your needs

At any stage of your life, our financial management suggestions will help you achieve your goals.

YOUR WEALTH MANAGEMENT JOURNEY BEGINS TODAY

A host of wealth management services that you can access on the go

When you are busy building a career, we understand that it is difficult to prioritize financial planning over everything else. Early financial planning and wealth management will help you tremendously down the road. At your various life stages, we will work with you as a team to build the life you envisioned. A dedicated relationship manager and a team of financial advisors will create a roadmap for your goals with a handpicked selection of short-term and long-term investments to accumulate wealth for your future.

Here are some of my needs:

Wealth Accumulation

Efficient Digital Platform

Updated Advisory and Market Insights

Take the first step towards success

A great variety of bespoke wealth products are available for your journey

Securities Trading

Trade HK stock via our online and mobile platforms with fee waiver for buying HK securities by depositing continuous payroll.

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Mutual Fund

Invest with flexibility in our wide choice of segments in different markets. Guided by professionals, you can opt for lump sum or monthly investments to achieve your goals.

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Foreign Exchange Order Watching Services

We buy or sell automatically according to your criteria.

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Latest Market Insights

Whether it's for long or short term investment, Citibank® Online gives you insights into market opportunities and investment decisions with updated video commentaries, quick access to updated market data, financial news, market analysis and award-winning research commentaries.

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Citi Prestige Card

Enjoy unforgettable experiences with complimentary access to airport lounges worldwide and Annual Relationship Points that earn extra rewards the longer you stay with Citibank.

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PLANNING THE FUTURE OF YOUR BUSINESS

Tools to make your business a success

For a passionate entrepreneur, life and business are intertwined in so many ways making financial complexity inevitable. Our tailor-made wealth management services such as CitiBusiness and Financing Facility Solutions will help you synchronize your business and personal goals seamlessly.
With investment strategies customized to your goals and a dedicated team of financial advisors, we are here to simplify your finances so that you can focus on taking your business to new heights.

Here are some of my needs:

Business Finance & Trade Service

Professional Wealth Planning & Advisory

Take the first step towards success

A great variety of bespoke wealth products are available for your journey

Securities Trading

Trade HK stock with no minimum brokerage fee via our convenient online and mobile securities trading platforms.

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Mutual Funds Service

Be spoilt for choice with more than 900 mutual funds from over 40 world-renowned providers at Citibank, covering a wide range of asset classes, including: bond funds, equity funds and balanced funds, and funds denominated in RMB, etc.

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Portfolio Financing

Get extra capital to seize every investment opportunity.

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CitiBusiness Service

Whether it's for business expansion or for new entrepreneurs, CitiBusiness® offers a variety of financing solutions to enable you to develop your company.

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CREATE THE FUTURE YOU DESIRE

Strategies to achieve financial security

For life-partners who are starting a family, we are here to sort through the complexities of your personal finance. From building a home to planning your child's education, we offer tailor-made wealth management products and services to establish a financial safety net for your family.

Here are some of my needs:

Stable Wealth Status

Quality Time

Comfortable Living Environment

Children’s Education

Family Protection

Take the first step towards success

A great variety of bespoke wealth products are available for your journey

HIBOR Deposit-Linked Mortgage

Build your dream home with a mortgage rate and mortgage-linked deposit account rate to enjoy privileges.

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Insurance Plans

We prepare a range of insurance products for all stages of life and provide your family with protection, including education planning, life cover, accident and healthcare protection.

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Foreign Currency

Provide for your kids' education overseas with a better foreign currency exchange rate.

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WEALTH MANAGEMENT BEGINS AT HOME

Financial plans for enjoying retirement

From insurance planning to investment services, we bring you an exclusive suite of wealth management products so that you can live the golden years of your life to the fullest and plan the retirement lifestyle you deserve.

Here are some of my needs:

Sustainable Income

Wealth Preservation

Lifestyle and Travel

Take the first step towards success

A great variety of bespoke wealth products are available for your journey

Diversified Investment Services

Choose from a wide range of investment products with different risk levels for your regular income suggestions. By partnering with our specialist advisors, you can perform the investments online. Wealth management has never been so simple.

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Insurance Plans

We prepare a range of insurance products for all stages of life and provide your family with protection, including retirement planning, accident and healthcare protection.

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Citi Prestige Card

Enjoy unforgettable experiences with complimentary green fees at 10 selected golf courses in Asia, access to global airport lounges and Annual Relationship Points that earn extra rewards the longer you stay with Citibank.

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  1. The minimum transaction amount for the Order Watching Service on Foreign Currency Transactions is US$10,000. The bank may follow market practice and conditions and conduct transactions with the client on any foreign exchange contract in a manner acceptable to the Bank.