Professional investment strategies.

Professional investment strategies

At Citibank, we are pleased to provide a wide selection of high quality funds to meet your individual needs.

There are over 1000 mutual funds from around 40 world-renowned providers at Citibank with a wide range of asset classes, including: bond funds, equity funds, balanced funds and funds denominated in RMB etc.

Contact our Investment Service Line at (852) 2860 0222(852) 2860 0222 or visit any Citibank branch to start your Mutual Funds investment.

To know more about fund details, please visit Fund Search

Up to HK$10,000 cash reward

Up to HK$10,000 cash reward

Up to HK$10,000 cash reward

Successfully transfer in HK/US/SH/SZ stock or mutual funds of the designated amount* to enjoy the below cash reward:

Total stock or mutual funds net value (HK$) Cash reward amount (HK$)
$500,000 - <$1,000,000 $500
$1,000,000 - <$3,000,000 $1,000
$3,000,000 - <$5,000,000 $3,000
$5,000,000 or above $10,000
Cash reward amount will be determined by the total stock or mutual funds transfer-in value deduct the total stock transfer-out value (“Total Stock or Mutual Funds Net Transfer-in Value”) of a client during the promotion period. The stock value is based on the multiple of the closing stock price on the last trading day of the corresponding successful transfer-in month and number of shares. The mutual funds value will be calculated according to the fund price on the day that was successfully transferred-in to the Bank.

There are many options available for you to meet your financial goals including investment. Do you know the difference between Savings & Investments? Why should you consider investing in mutual funds? To learn more, you may watch the videos below:

What is the difference between Savings & Investments?

  • Savings are usually for shorter term goals and needs, such as a personal emergency reserve.
  • Most investments are better suited to long-term goals, such as retirement.

What are Mutual Funds?

  • Mutual Funds offer investors the opportunity to pool their money with other investors under the guidance of professional investment managers.
  • Mutual Funds invest in stocks, bonds, and other securities which offer an easy way to diversify your investment.

Professional Investment Consultants

Our experienced and highly qualified Investment Consultants help you identify market opportunities and create an investment portfolio to match your needs.

Regular Portfolio Review

Our Investment team will review your mutual fund portfolio with you and offer rebalancing strategies, if needed, to address market changes on a regular basis.

Wealth Management Market Information

Powered by "Citi Investment Research & Analysis" (CIRA), the award winning research team1, our Wealth Management Market Information website allows you to access proprietary information which used to be within the exclusive grasp of institutional investors. Please click here to access our market information web page.

CIRA was ranked no. 1 Best Research House in Asia by Institutional Investor in 2008 & 2009 and no. 2 in 2010.
  • Comprehensive Market Insight. Stay up-to-date with market information.
  • Citi Priority® Maximum offer of Japan round-trip tickets redemption

Important Information:Important Information:

This is an investment product. The investment decision is yours but you should not invest in the investment product unless the intermediary who sells it to you has explained to you that the product is suitable for you having regard to your financial situation, investment experience and investment objectives.

Important Disclaimer:Important Disclaimer:

This webpage is for information only and does not constitute any offer or solicitation to buy or sell. Investments should not be treated as a substitute for time deposits. Investors should refer to the relevant fund 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 funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Unit prices may go down as well as up. Past performance is not indicative of future performance. 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 government or insurance agency. Investment products are not available for U.S. persons and might only be applicable to limited jurisdiction. Potential investors should consider if an investment is suitable for them in the light of their own financial position, investment objectives and risk profile. The English version shall prevail when there is a discrepancy between the English and the Chinese versions.