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Citi's approach to wealth management

Managing and maximising your wealth

Citi's approach to wealth management

With Citigold Wealth Management you have an exclusive, personal investment service that focuses on what matters to you most. Whatever your investment experience, we will work closely with you to develop a strategy that is designed to meet your individual financial goals.

Advice from a dedicated team of experts

When you start a relationship with Citigold, you will receive the time, attention and knowledge of an expert team, led by your own dedicated Relationship Manager, whose role is to help you manage your wealth and your international banking needs.

More about our experts

Guidance to meet your financial goals

Your Relationship Manager will work with you to develop a wealth management strategy that reflects your investment goals, your personal circumstances, your investment timeframe, and your attitude to risk.


Guidance to meet your financial goals

Emerging markets
Commodities
Asset allocation
Structured notes
Insurance
Brokerage
Currency
Fixed income
Indexes
Volatility
Equity
Mututal funds

International expertise, global products

With Citi’s global presence and on-the-ground market knowledge, we are able to offer you the best investment products from right around the world. All of our products are carefully selected and subjected to rigorous analysis on an ongoing basis.

More about our investment product range

Investing offshore

By investing offshore, you can diversify your portfolio even further, through accessing a wider range of products that are not available in your home country. Your Relationship Manager is also qualified to advise on these offshore investment opportunities giving you a single point of contact and a holistic view of your finances.

More about our offshore offering

Manage your wealth 24/7

You can manage your investments and even open a brokerage account to buy and sell shares around the world through Citi Online. And, with our Citi Mobile® UK App, you can easily check and monitor all your investment balances via your phone or tablet.

Manage your wealth 24/7

Take the first steps to your wealth management planning with Citi

Speak to a Relationship Manager
0207 500 1992

Already with Citi? Contact your Relationship Manager or view product availability on Citi Online

Important information
Investment and insurance 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.