Advisory

Support you at every step of your wealth journey

Analyze your portfolio from every angle with a Portfolio 360° Review

PORTFOLIO MANAGEMENT

Analyze your portfolio from every angle with a Portfolio 360° Review

Exclusive to Citigold Private Clients, Portfolio 360° Review is our unique wealth management tool which evaluates your multi-asset portfolio with 5 analysis. It does not only examine how well your portfolio performs under different risk scenarios, but also identifies potential opportunities that fit your needs. Through a better understanding of your portfolio, your Portfolio Counselor provides you with constructive advice derived from our global and institutional research and insights.

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Plan, monitor and manage your investments at your leisure

TOTAL WEALTH ADVISOR

Plan, monitor and manage your investments at your leisure

Total Wealth Advisor (TWA) is your one-stop destination to manage your wealth. It provides a real-time overview of your portfolio and performance analysis. You can keep track your goal status anytime and anywhere.

Market insights at your fingertips

EQUITY RECOMMENDATION SERVICE

Market insights at your fingertips

We provide insights on high potential sectors and indicative target prices on specific stocks in multiple stock markets. Our specialists review your portfolio and make recommendations according to the latest trends and potential performance analysis.

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