Every aspect of your wealth is in the good hands of trained experts selected just for you.
Enjoy life without worries thanks to counsel you can truly count on. Our Citigold Private Client senior bankers go through rigorous training across all areas of wealth management, so they are thoroughly equipped to spearhead your team in delivering world-class thought leadership insights, research and solutions.
We believe that your portfolio needs a constant, consistent and accomplished professional watching over it. Managing your portfolio from a 360° viewpoint, your seasoned Portfolio Counselor delivers unique insights, and timely analyses and reports to ensure your portfolio stays aligned with your goals.
Partners with your Banker to draw up strategic wealth plans and investments that help meet your life goals.
Understanding your needs, your Insurance Specialist works with you to develop a plan that protects what matters to you.
Closely monitoring the currency market, your Treasury Specialist alerts you to timely opportunities and recommends solutions that complement your investment strategy.
When it comes to purchasing properties locally or globally, your Mortgage Specialist helps you secure favorable financing.
A partner to your Banker, your Banker Associate is your go-to person for unparalleled service and unwavering support.