See the Market in a New Light
Relevant and timely insights and analysis, with a focus on what matters to you.
PORTFOLIO MANAGEMENT
Analyze your portfolio from every angle with a Portfolio 360° Review
As a privilege reserved only for our valued Citigold Private Client, you have exclusive access to our Portfolio Counselor Team composed of international financial advisors who can take an independent view of your portfolio to conduct a portfolio review. As part of your investment portfolio management, our Team will discuss your portfolio performance with you and recommend possible changes to improve risk and return in line with your portfolio strategy.
Learn More >Our Comprehensive Analysis Strategy:
- Risk & Reward
Designed to maximize your returns while remaining within your risk tolerance level.
- Portfolio Stress Test
Demonstrates potential consequences through worst-case scenario simulations.
- Business Sensitivity
Shows how different investments work together with your own business or equity to create optimal portfolio diversification.
- Bonds Advisory
Projects expected 12-month cash inflows from your current bond holdings, so you can plan your next move.
- Leverage
Visualize how purchasing power gained through leveraged lending facilities affects investment potential.
- Role of the Portfolio Counselor:
The Portfolio Counselor will share knowledge of the financial market changes and explain how this could impact your portfolio and discuss asset allocation strategies.
- What is discussed during a Portfolio Review session?
Three pillars of wealth are covered during the session:
The Portfolio Counselor will share knowledge of the financial market changes and explain how this could impact your portfolio and discuss asset allocation strategies.
- What to expect after a portfolio review:
Your instructions will be noted and further information will be provided, if required, for you to make the best decision. A Portfolio Review is a financial health check, which can be periodically conducted at your request every six months thereafter.
TOTAL WEALTH ADVISOR
Plan, monitor and manage your investments at your leisure
Our proprietary international wealth advisory system is your one-stop destination for information you need to manage your wealth. It provides a real-time picture of your financial situation and performs analysis on your portfolio performance over time in relation to your goals. It also allows you to keep in touch with us from home.
CITI WEALTH INSIGHTS
Market insights at your fingertips
Stay updated on key global market developments with a wealth of insights like comprehensive market research reports and in-depth thematic articles from our analysts across the globe.
Learn More
WEB SEMINARS
We made our market updates more accessible for you
To help you keep abreast of the latest market outlook, our Portfolio Counselor Team presents market updates and shares insights on how you could leverage the opportunities presented while navigating the challenging global economic landscape.
Learn More >Web Seminars
To access the full footage of archived web seminars:
- Please sign on to Citibank Online.
- Click on USEFUL LINKS "Citi Wealth Insights & Web Seminars" on your account summary page.
GLOBAL INVESTMENTS
Expand your investment horizon
With our global research and insights keeping you abreast of the latest market developments and your access to any major capital market, a world of opportunities is within your reach. Together with advice from our team of experts, building your wealth abroad is now more familiar than foreign.
Learn More >
