Meet Your Personal Wealth Team
At Citigold Private Client, we provide the team, insights, tools, processes and
the products you need for a disciplined approach to make your wealth a reality.
YOUR DEDICATED SENIOR RELATIONSHIP MANAGER
Knowing what matters most to you
An investment expert, your dedicated Senior Relationship Manager is your main contact and is supported by an experienced group of specialists. By understanding your financial needs and priorities, they can help you take full advantage of the exclusive wealth building resources and many lifestyle and banking privileges that Citigold Private Client provides.
YOUR PORTFOLIO COUNSELOR
Develops and monitors your portfolio
We believe that your portfolio constantly needs an accomplished professional watching over it in a consistent manner. Managing your portfolio from a 360° viewpoint, your seasoned Portfolio Counselor delivers unique insights, and timely analysis and reports to ensure your portfolio stays aligned with your goals.
YOUR TEAM OF INVESTMENT SPECIALISTS
Your Insurance Specialist
To ensure you have adequate protection for you and your loved ones.
Your Treasury Specialist
Who can provide insights and execution in currencies, fixed income, options and short-term structured notes.
Your FX Specialist
Who can advise you on all foreign exchange and multi-currency solutions.
Your Dedicated Equity Advisory Services
Services and advice based on Citi Research to help you grow your investment portfolio.
