Advice from a dedicated team
As a Citigold client, you will have a team of financial experts available to you who are always on hand to provide you with the wealth management advice and support you need.
Your Relationship Manager is there to advise you on investment products, wealth planning, protection products and more and is qualified to offer both onshore and offshore advice.
Having built a detailed understanding of your financial situation and investment knowledge and experience, we'll create a wealth strategy most suited to your personal goals and share our expertise to help you independently manage your money.
Our advice service is personalised and flexible. We can meet you wherever is convenient: we can come to you, or you can choose to visit one of our Citi locations. Alternatively, we are just a phone call or an email away.
The advisory service available to you
Your Relationship Manager is your single point of contact and your primary source of wealth management advice, tailored to suit your financial goals and your attitude to risk. After an initial consultation your Relationship Manager will create an investment profile for you, which will form the basis of your wealth management strategy and the platform from which you can build your product selection. This can then be reviewed over time as your circumstances and financial ambitions change.
Your Relationship Manager will co-ordinate a team of highly qualified and experienced Citi professionals, including product experts.
All our Relationship Managers and specialist advisers have been handpicked for their investment knowledge and their dedication to client service. Certified to high standards of professional skill, they will provide you with a premium wealth management service, backed up by expert advice.
It may be beneficial for you to consider holding some of your wealth offshore to further diversify your portfolio. Your Relationship Manager is also qualified to give offshore advice which means you can access an even wider range of markets, products and opportunities through one single Relationship Manager.
Our wealth management approach
Advisory Investment Service Fees
Our experts do not charge for the time they spend advising you. Instead, we charge a fee based on a % of the value of any investment they recommend that you choose to buy. We will also charge a monthly Global Custody Fee, calculated according to the value of your investments and a Transaction Fee. Other charges may apply, and full details are set out in the Key Facts Document These fees will be discussed with you before you invest.
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.