Wealth Management

Your tailored wealth management service

With Citigold Wealth Management you have an exclusive, personal investment service that‘s tailored to your individual needs.

Whether you‘re a seasoned investor or new to investing, we have the global knowledge and expertise to help you make the most of your assets and a comprehensive range of multi-currency investment products to choose from.

Please be aware that investment products are subject to investment risks, including possible loss of some or all of the principal amount invested. Past performance is not indicative of future results. Investments can go down as well as up. This means you might get back less than you invested.

Investment products denominated in non-local currency may be subject to risk of exchange rate fluctuations if the investment is not in your home currency, which could result in loss of principal if converted back to your home currency.

Expert Investment Advice

We offer an advisory wealth management service that‘s led by your own dedicated Citigold Relationship Manager, who can advise on the best investments for your needs.

Wealth Management Products

Each of our products is carefully chosen by our analysts and subjected to rigorous analysis and performance vetting. Our range includes Investment Funds, Exchange Traded Products and Protection products.

Multi-currency investments

By offering multi-currency investment options, we can help clients diversify their portfolio even more effectively than they might with sterling denominated products alone. Multi-currency flexibility also suits those with an international lifestyle.

Citi Stocks and Shares ISAs

A well-structured Citi Stocks and Shares ISA is a tax-efficient way of investing your money. A one-to-one meeting with an Citigold Relationship Manager can help you make the most of your yearly allowance.

Explore the possibilities of offshore investment

Citi International Personal Bank is the global investment arm of Citi. Clients who have US$100,000 or more can invest their wealth offshore, taking advantage of a wider range of products and markets.

Arrange an Investment Consultation today >>
If you have £25,000 or more to invest, talk to a Citigold Relationship Manager about how we can help.
Already a Citigold Client? Contact your Citigold Relationship Manager for more information