*Please note, Citi does not provide tax advice. We recommend that you seek independent professional tax advice.
An ISA (Individual Savings Account) is a tax efficient* way of investing offered to UK residents aged over 18. The ISA allowance for the tax year 2023/24 is £20,000.
Investment ISAs could be considered by people who:
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
Your Relationship Manager is there to help while setting-up your ISA and to manage your ISA account for you based around your financial goals and your individual risk profile. View available investment funds, transfer or deposit into your ISA at any time, and review ISA performance on Citi Online or the Citi Mobile® UK App.
Anyone aged over 18 who is a UK resident can buy an Investment ISA.
Our Investment ISA is available on an advisory basis. This means our advisory fee and a global custody fee both apply and will depend upon the size of your investment.
An ISA (Individual Savings Account) is a tax efficient* way of investing offered to UK residents aged over 18. The ISA allowance for the tax year 2023/24 is £20,000.
Investment ISAs could be considered by people who:
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance.
As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
Your Relationship Manager is there to help while setting-up your ISA and to manage your ISA account for you based around your financial goals and your individual risk profile. View available investment funds, transfer or deposit into your ISA at any time, and review ISA performance on Citi Online or the Citi Mobile® UK App.
Anyone aged over 18 who is a UK resident can buy an Investment ISA.
Our Investment ISA is available on an advisory basis. This means our advisory fee and a global custody fee both apply and will depend upon the size of your investment.
Already with Citi? Contact your relationship manager or view product availability on Citi Online