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Wealth Management Bank - Citibank UK

Managing and maximising your wealth

Wealth Management Approach by Citi

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 Wealth Management UK, 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. Our personalized wealth management services are aimed at creating a strategic wealth management plan that’s aligned to your personal goals. Whether its onshore or offshore investments, manage your wealth independently with the assistance of the Citigold wealth management team.

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Guidance to meet your financial goals

At Citigold, we believe that wealth management is not a one-off process. Your Relationship Manager will work with you to develop a wealth management strategy that reflects your ever-evolving investment goals, your personal circumstances, your investment timeframe, and your attitude to risk.

Citibank UK - Wealth Management Guidance to meet your financial goals

Emerging markets
Asset allocation
Structured notes
Fixed income
Mututal funds

International expertise, global products

With Citi’s global presence and on-the-ground market knowledge, we are able to offer you wealth management products from right around the world. All of our products are carefully selected and subjected to rigorous analysis on an ongoing basis. As an international bank, we also offer you the flexibility to avail our wealth management products in a wide range of currencies.

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Investing offshore

By investing offshore, you can diversify your portfolio even further, through accessing a wider range of wealth management products that may not be 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. Take the first steps to your offshore wealth management planning with Citigold.

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Manage your wealth 24/7

Enjoy a broad spectrum of wealth management services on the go, anytime and anywhere with Citigold. Wealth Management is now easy and accessible 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.

Wealth Management Service 24/7 - Citibank UK

Take the first steps to your wealth management planning with Citi

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.