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.Learn More >
Designed to maximize your returns while remaining within your risk tolerance level.
Demonstrates potential consequences through worst-case scenario simulations.
Shows how different investments work together with your own business or equity to create optimal portfolio diversification.
Projects expected 12-month cash inflows from your current bond holdings, so you can plan your next move.
Visualize how purchasing power gained through leveraged lending facilities affects investment potential.
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.
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.Learn More