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 an investment strategy most suited to your personal goals and share our wealth management expertise to help you independently manage your money.
- Our advice service is personalised and flexible. We can meet you wherever it is convenient: we can come to you, or you can choose to visit one of our Citi locations. Alternatively, our wealth managers are just a call or an email away.
The advisory service available to you
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
See our range of wealth management products
We have a specialist range of products designed to help you meet your financial needs
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.