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YOUR TRUSTED ADVISOR

Professional counseling team provides constructive advice tailored around you.


Citigold Private Client® has developed a ground breaking wealth counseling tool - Portfolio 360º - and introduced Equity Recommendation Service, to ensure you receive insights and strategic advice tailored to your needs.

Portfolio 360º

Portfolio 360º

Portfolio 360º is a brand new wealth counseling tool which examines your total investment portfolio in a structured way, identifying potential risks and opportunities, and provides constructive advice tailored around you.
Portfolio Counselor

Portfolio Counselor

Our Portfolio Counselors are seasoned investment professionals with the expertise to review your financial goals and plans via The Portfolio 360º and discuss insights to help you manage your portfolio.
Equity Recommendation Service

Equity Recommendation Service

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 trend and potential performance analysis, supported by the no. 1 Best Research House in Asia1.

Remark:

  1. "Citi® Investment Research & Analysis" (CIRA), the award winning research team, was ranked no. 1 Best Research House in Asia by Institutional Investor in 2008 & 2009 and no. 2 in 2010, 2012 & 2013.

Important Disclaimer for Equity Recommendation Service:Important Disclaimer for Equity Recommendation Service:

Equity Recommendation Service is based on information provided by Citigroup Investment Research, Citigroup Global Markets, Citigroup Global Wealth Management and Citigroup Alternative Investments. It is provided for your information only. It is not intended as an offer or solicitation for the purchase or sale of any security.

You should seek advice from your professional advisors as to your particular tax position, including but not limited to estate duty and withholding tax that might arise from investing in overseas products. This material is for information purposes only and does not constitute any offer or solicitation or advice to buy or sell any security. Investments are not bank deposits and 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 government or insurance agency, and involve risks, including the possible loss of the principal amount invested. Share prices may go down as well as up. Investment products are not available for U.S. persons and might only be applicable to limited jurisdiction. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment.