What makes a better relationship?
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, make a Citigold Wealth Management relationship stand out from the crowd.Upfront and personal
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 explore your needs in depth and tailor a personalised wealth strategy for you. Calling on the expertise of the wider relationship team as required, to ensure your portfolio is always fully aligned with your life goals, however they may change.
They are on hand whenever, to offer advice, provide insight or simply share stories.A multi-currency approach
Multi-currency investment can help to integrate your wealth strategy more closely with the realities of your life - especially if you live and work internationally. It expands your range of opportunities, while balancing the all-important relationship between risk and return.
Hold accounts and investments in a choice of currencies. With FX counsellors to guide you, use our Forex Solutions to convert effortlessly between currencies and be more responsive to movements in the money markets. Our multi-currency solutions are a cornerstone of what we do and in the current economic climate, an essential part of a good wealth management relationship.Product solutions and insight
We have a wide range of product solutions including Investment Funds with Multi-Asset Class solutions and Alternatives, as well as Structured Products, Brokerage, Insurance and Investment ISA’s. These products build your tailored investment portfolio strategy developed based on a deep understanding of your aspirations.
To ensure your strategy is aligned to what’s happening in the world, you will receive timely updates from our Citi Analysts. We also invite you to regular investment events and seminars, expanding your relationship with Citigold Wealth Management to include our Directors, subject matter experts and Fund House partners.The global factor
If it suits your wealth strategy, onshore and offshore investments work together as complementary parts of your portfolio. The right combination can help you diversify risk whilst opening up markets, opportunities and products on a truly global scale. Your Relationship Manager is an expert in offshore and onshore investment and takes a holistic viewpoint of your portfolio to ensure both aspects of your strategy are managed seamlessly.Services and benefits at a glance
Wealth Management services and benefits A qualified investment expert as your dedicated Relationship Manager Access to international wealth management across global markets both onshore and through our Jersey booking centre 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 Access to multi-currency accounts and world-class foreign exchange services Foreign currency accounts linked to just one Citi Debit Card Worldwide Annual Holiday Travel Insurance for you and your family, including winter sports coverage (eligibility conditions apply) 24/7 access to your accounts through Citi Online, Citi Mobile UK App Payments and transfers (currency conversion rates may apply) Instant Citi Global Transfers to selected Citi accounts worldwide No fee CHAPS No fee SEPA No fee SWIFT 8 transfers fee free per month
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"They give great service and help me to maximise growth with security and diversity, in my portfolio with them."Citigold client, survey comment.
- Applicant must be a UK resident.
- Account is intended for personal use only, and not to be used for business transactions.
- Applicant agrees to hold a minimum balance of £150,000 (or currency equivalent) which can be held in deposits and/or investments otherwise a monthly fee of £75 will apply.
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.
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We'll be in touch within one business day to discuss your wealth management needs.