A personal recommendation goes a long way
One of our clients believes our expertise, tailored service and global range of investments would also benefit you. So, what makes a Citigold Wealth Management relationship so special? A close-knit team of experts working on your behalf. A commitment to multi-currency, cross-border investment as well as access to our booking centre in Jersey. The research power of a global giant, at your disposal. All this and more makes our service stand out from the crowd.Expert, personalised wealth advice
The more trust and understanding in a relationship, the stronger it is.
We partner you with a dedicated Relationship Manager who is fully qualified in both onshore and offshore investment. They are there to advise you directly whenever you need them, supported by a team of subject specialists and Customer Service Officers to assist with your transactions.
As well as helping you tailor a fully personalised wealth strategy, your team works with you to ensure your portfolio is always fully aligned with your life goals, however they may change.Investments with a global view
We give you access to markets, opportunities and products on a truly global scale which can help you diversify and balance the all-important relationship between risk and return.
Multi-currency solutions are central to our approach. Receive specialist guidance of our FX counsellors and use sophisticated Forex Solutions to convert effortlessly between currencies and be responsive to movements in the money markets.Premium solutions and insight
We offer a wide range of product solutions including Investment Funds, Structured Products, Brokerage, Insurance and Investment ISAs. Your Relationship Manager will recommend an appropriate mix for your personal portfolio strategy, which is based on a deep understanding of your needs and aspirations.
To ensure your strategy is fully aligned with global events, you will receive regular market reports and other perspectives from our expert analysts. We also invite you to regular investment events and seminars, expanding your investment knowledge and widening your wealth management relationship to include our Directors, subject matter experts and Fund House partners.Services and benefits at a glance
Wealth Management services and benefits A qualified investment specialist as your dedicated Relationship Manager Access to international wealth management across global markets both onshore Over 450 different onshore and offshore Investment Funds New Structured Notes issued every month from top providers FX Counsellors for advice on multi-currency and foreign exchange solutions Trade stocks and bonds across the globe in more than 30 stock markets Essential investment insights direct from in-house Citi experts Exclusive privileges and lifestyle benefits through our Partnership Programme and invitations to exclusive client events Banking services Instant Citi Global Transfers to selected Citi accounts worldwide CHAPS & SEPA transfers No fee Worldwide Annual Holiday Travel Insurance for you and your family, including winter sports coverage (eligibility conditions apply)
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To ensure our services meet your needs, please complete the below simple question before submitting your details.
Are you a UK resident looking to bring investable assets of at least £150,000 to Citigold?Yes No"They give great service and help me to maximise growth with security and diversity, in my portfolio with them."Citigold client, survey comment.
Investment products are not insured by any governmental agencies, are not bank deposits, and are neither obligations of, nor guaranteed by, Citigroup, or any of its affiliates, unless otherwise stated.
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.
As part of the Member Get Member referral scheme, if you have been referred to open a Citigold Current Account, Citi may use your information for the purposes of administering the reward to the person that referred you. Citi will only disclose the information that (i) you have opened an Account and (ii) the type of Account you have opened. Citi will not use any further information to administer the reward to the person that referred you.
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We'll be in touch within one business day to discuss your wealth management needs.