Wealth Management Solutions Wealth Management Solutions Wealth Management Solutions

Wealth Management Solutions

From helping you build your wealth to recognizing protection needs, our comprehensive suite of world-class management products through CFSI present solutions from short term to long term wealth management for every financial goal.

PROFESSIONALS AND EXECUTIVES

A host of wealth management products and services that you can access depending on your risk profile

For individuals who are busy building their careers, we provide products and services ranging from traditional deposits from Citibank to investment and insurance products through CFSI that will help you achieve your financial goals.

Depending on your risk profile, invest in debt instruments available through CFSI in PHP, USD and EUR issued by governments and corporates to benefit from any of the following:

  • diversification of portfolio
  • periodic coupon payments
  • potential capital gain when market prices of bonds increase upon sale

This is not a solicitation to buy and sell investments. Investments are not PDIC insured, not a bank deposit, carry no bank guarantee, and may lose value.

Depending on your risk profile, invest in a wide array of wealth management products like investment funds through CFSI to access various asset classes in domestic and global markets in PHP or USD. You can opt to invest one-time or monthly to achieve your financial goals.

The Qualified Buyer Program gives you access to a wide range of offshore investment products in various asset classes through Citi's regional and global network. This allows for greater diversification of portfolios to potentially achieve optimal returns depending on your risk profile.

This is not a solicitation to buy and sell investments. Investments are not PDIC insured, not a bank deposit, carry no bank guarantee, and may lose value.

Get preferential rates when you buy or sell foreign exchange for travel and investment purposes.

This is not a solicitation to buy and sell investments. Investments are not PDIC insured, not a bank deposit, carry no bank guarantee, and may lose value.

Citigold provides you with updated market data, financial news, market analysis, video commentaries, and award-winning research to help you gain insights into market opportunities that will enable you to make informed investment decisions.

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FAMILIES

Strategies to secure your family's financial future

CFSI provides insurance and investment solutions to help you achieve your family's long term financial goals. To help you make the most out of life's precious moments, Citi's personal loans and credit card products can help bring your plans to life.

Manage life's risks or plan for the future through a variety of regular pay or single pay investment-linked insurance products accessible through CFSI.

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Get preferential rates when you buy or sell foreign exchange to provide for your kids' education overseas. With global banking, enjoy easier funding experience with free and real time online funds transfer plus Citigold status in other participating countries.

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Enjoy unforgettable experiences with complimentary access to airport lounges worldwide. Citigold clients get extra Relationship Bonus Points that earn more rewards the longer you stay with Citi.

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RETIREES

Wealth management solutions for enjoying retirement and preserving your legacy

To help you enjoy your golden years, we provide services such as Legacy Planning through various insurance solutions accessible in CFSI.

Preserve your legacy and give the next generation a headstart through a variety of investment-linked insurance products accesible CFSI.

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Enjoy unforgettable experiences with complimentary access to airport lounges worldwide. Citigold clients get extra Relationship Bonus Points that earn more rewards the longer you stay with Citi.

Learn More >