Regular reviews help fine tune your strategy to achieve your goals.

Regular reviews help fine tune your strategy to achieve your goals

At Citibank, we assess your investment portfolio as a whole, while providing a tailor-made investment strategy that matches your goals and risk appetite.

Contact our Investment Service Line at (852) 2860 0222(852) 2860 0222 or visit any Citibank branch to schedule a portfolio review.


Our Portfolio Review includes a 4-step approach:

  • Evaluate your goals and risk appetite
  • Review your current investment portfolio
  • Formulate your investment strategy
  • Recommend suitable investment solutions
  • Comprehensive Market Insight. Stay up to date with market information.
  • Citi Priority® Maximum offer of Japan round-trip tickets redemption

Important Disclaimer:Important Disclaimer:

Mutual Funds Portfolio Review Service is a financial needs analysis service for you to use in deciding how to attain your financial goals. It is not intended to substitute for financial consulting or planning services.

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 investments agency. Investment products are not eligible 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.