Through direct discussions with our clients, our experienced relationship team gains a thorough understanding of each client's investment portfolio, risk tolerance, and financial objectives. This helps us provide guidance to create a well-diversified portfolio strategy.
Wealth management strategies for clients are supported by a wide range of banking, lending, and investment products and services available through various bank and non-bank affiliates of Citigroup Inc. These strategies are designed for international clients to help meet their current banking and investment needs as well as their long-term wealth and estate planning goals.
Financial professional guidance to create a well-diversified investment portfolio is aligned with Citi's proprietary asset allocation models that reflect our best thinking on financial markets and the global economic outlook.1
Financial professionals also have access to our investment lab and research resources.
Additionally, periodic portfolio reviews of existing investment holdings are provided by investment specialists to help identify potential re-balancing opportunities based on evolving changes to client needs and market outlook.
1 Asset Allocation does not assure profit nor does it guarantee against losses. Global forecasts may not be realized or attained.