Wealth management solutions that help you grow and preserve wealth.

As a client of Citigold Private Client, you are in a class of your own.
This is why we have launched a suite of wealth management products designed around you. To help further enhance your wealth portfolio, we have also introduced a range of unique offerings that were previously only available to private banking customers.

Wealth Management

Wealth Management

At Citigold Private Client, we gain a clear understanding of your financial goals and income-generation needs through meetings with you in person. Leveraging our global research, we work closely with you to make the right investment decisions. Our Portfolio Counselors also discuss with you on how to balance your portfolio risk and minimize market volatility.
Liquidity Management

Liquidity Management

Tailored lending and business financing services offered by Citigold Private Client helps you acquire additional working capital – extra liquidity that helps grow your business and seize opportunities.
Retirement and Protection Plan

Retirement and Protection Plan

Citigold Private Client is here to safeguard the most important things in your life. Your aspirations for the future deserve nothing less than the very best protection. We offer insurance plans - from medical protection to retirement solutions - assisting you at every stage in life.
Legacy Planning

Legacy Planning

We understand the journey you have traveled to accumulate your wealth. We are committed to helping you preserve and protect the wealth you have established, then pass on a lasting legacy to your loved ones.

Important Disclaimer:Important Disclaimer:

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 (Hong Kong) 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.

Citibank (Hong Kong) Limited – Important Notes from the insurance agent:

  • Citibank (Hong Kong) Limited's role is limited to introducing the insurance product only and Citibank (Hong Kong) Limited shall not be responsible for any matters in relation to the products provided.
  • Insurance products are obligations only of the Insurance Company. Insurance products are not bank deposits or obligations of, or guaranteed or insured by Citibank (Hong Kong) Limited, Citibank, N.A., Citigroup Inc. or any of their affiliates or subsidiaries, or any local governmental agency.
  • All insurance applications are subject to Insurance Company's underwriting and acceptance.
  • The Insurance Company is solely responsible for all approvals, coverage and compensations of their insurance plans.
  • Citibank (Hong Kong) Limited is not rendering legal, accounting or tax advice. You are advised to check with your personal tax advisor for advice relevant to your circumstances.
  • You are reminded to review the relevant product materials provided to you and seek independent advice if necessary.
  • For any policy service enquiries, please call your bank financial consultant or contact the Insurance Company.
  • In case of any discrepancy between the English and Chinese versions of the content, the English version shall prevail.