Advisory Advisory Advisory

Advisory

Designed to support you through your wealth journey.

THE GOLD CONVERSATION

Getting to know you and your needs

Your dedicated Citigold Relationship Manager puts you and your needs at the core of the Gold Conversation. Your Relationship Manager will have an in-depth conversation to understand your current financial position, goals and needs, to determine the suitable investment portfolio for you.

Getting to know you and your needs
Getting to know you and your needs

ANALYSIS

Build your Wealth Portfolio

Citi Model Portfolio is a reference tool accessible through CFSI designed to allow clients to better leverage on Citi's tactical portfolio insights and regional expertise in proper portfolio allocation. The portfolios are revised quarterly to align with Citi's house view on various asset classes and geographic exposures. This tool aims to help clients diversify portfolios from unnecessary concentration risks. It does not convey a promised return or risk level, and it does not eliminate investment risks.

Build your Wealth Portfolio
Build your Wealth Portfolio

With the Citi Model Portfolio, you can:

Invest with a long-term view based on historical risk and return trends
Adjust your asset allocation with a tactical bias to take advantage of the current market environment
Leverage on Citi's collective strategic portfolio insights and expertise
Be regularly updated of Citi's latest views on various markets and asset classes

REVIEW

How diversified is your portfolio?

Using our in-house Citigold Diversification Index (CDI) tool, your Relationship Manager can determine the diversification level of your existing investments. Diversification helps to achieve potentially higher returns with lower risk by spreading across various investments products as opposed to holding a single investment over a medium to a long-term period. A well-diversified portfolio is better equipped to navigate market volatilities over time.

How diversified is your portfolio?
How diversified is your portfolio?

GLOBAL INVESTOR

Invest across the globe

Looking for professional investment advisory services? Whether you're looking for a truly global investment strategy or financial planning insights into the latest market developments, the Citigold Client Advisory Group is your financial advisor who will help you tap into wealth building opportunities from around the world.

Invest across the globe
Invest across the globe