Trusted Advisory

Your dedicated Relationship Manager has been trained at Citi | Wharton Global Wealth Institute and is backed by a team of specialists (Investment, Insurance, Treasury, Mortgage) to provide you with insights, analysis and investment strategies.

Given a lower ratio of relationship managers to customers than that in the market, you will receive extra dedicated service. You can even schedule a video- conference session with your Relationship Manager and Investment Specialist for a remote portfolio review via Citi Live Chat. They will share market information with you via your screen-sharing function, helping to build your wealth portfolio without meeting in person.

Globality and the Next Generation

With a global footprint across major cities around the world, Citi has research analysts around the globe to provide latest market insights, advice on the macro trends and investment opportunities. With our Global View of Accounts, you can keep track of your Citibank banking relationships in multiple countries online.

We exclusively tailor Citi NextGen Account to give your children aged 11-17 an early head-start on independent financial management and pave the way for their future.

• Powers your children’s independence through an account under your child’s name
• Turns on Parental Protection via Citi Mobile^® App to set daily limits for debit card purchases or withdrawals
• Provides easy-to-understand financial information to equip children with financial knowledge
• Transfers money from your own account to the child’s account, including foreign currency to facilitate their overseas spending when they travel abroad

Advisory Tool

Exclusive to Citigold Private Client, Portfolio 360° Review is our unique wealth management tool. It not only examines 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.

The Total Wealth Advisor is our latest goal-based, financial advisory tool which provides a real-time picture of your financial situation and global investments, and analyses how your portfolio value changes over time and the likelihood of achieving your life goals.

Product Solution

We offer private-bank-level product solutions, private equity investment, hedge funds and high-yield bonds, and this combination gives you more private banking investment opportunities.

Also, Citigold Private Client has exclusive access to global investment insights written by the Chief Investment Officer from Citi Private Bank to keep you up to date with the latest market trends.