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With compliments from Citigold Private Client, a special selection of offers with a limited time period
At Citigold Private Client, we’re committed to offering you a truly bespoke wealth management experience and a global array of offshore investment possibilities. Substantial assets require a tailored approach, and a richness of perspective is vital to make the most of your options. That’s why we assign a dedicated Relationship Manager, along with a team of professionals, to help tailor, implement and adjust your wealth strategy.
You also enjoy the reach and resources of Citi, one of the world’s premier financial institutions, with offices around the world and on-the-ground experts in every major market.
This allows us to give your wealth the attention, and global scope it demands, in keeping with your needs and ambitions, however complex they may be.
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
Citigold Private Client is designed to help you make the most of your investment opportunities on a global scale. This requires a genuine depth of knowledge and an open, enquiring approach.
Your Client Advisory Team is a select group of professionals with diverse skills and backgrounds, who can engage with your wealth from a multiplicity of viewpoints. The result is an investment strategy that’s tailored to your needs and goals, plus a range of global investment possibilities that seamlessly marries the trusted with the new.
From discussing your requirements to building your portfolio and advising on individual products, your Client Advisory Team is always on hand to help. Communication happens in the way that suits you, whether by phone, email, at a location of your choice or at the Citigold Private Client Lounge.
Your Relationship Manager leads your Client Advisory Team and is a highly qualified specialist in international investment, who can also advise you on offshore wealth management options. He or she is your main contact for all wealth matters.
Working closely with your Relationship Manager is your Portfolio Counsellor, who offers an additional perspective on your investments, reviewing them at your request to ensure they stay suited to your needs. Your Portfolio Counsellor can advise on offshore investment.
Given the likely global scope of your strategy, your FX Counsellor is there to help with all multi-currency and foreign exchange requirements, from specific forex investments to helping manage your portfolio risk through diversified currency holdings.
Able to provide bespoke support for all of your day-to-day transactions and answer ongoing queries. This team of banking professionals are just at the end of the phone.
You can also set up investments and move your money 24/7 using Citi Online.
Situated in the heart of Canary Wharf, the Citigold Private Client Lounge provides a members-only space where you can meet with your Relationship Manager, conduct business meetings of your own or take time out from a busy day to relax. Enjoy refreshments, IT facilities and the personal service you expect in a quiet and luxurious environment.
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
Your Advisory Team follows a rigorous approach to build a tailored portfolio that fully reflects your objectives and attitude to risk. But the process doesn’t end there. We review and adjust your strategy as time goes on, in line with your evolving goals and circumstances.
1
Building your unique Investor Profile. Your Relationship Manager and Client Advisory Team build a detailed picture of your short and long-term goals. They understand your attitude to different levels of investment risk, as well as your current knowledge and experience of investment products.
2
Crafting your strategy. Your Client Advisory Team then converts that understanding into a set of principles to drive your portfolio strategy, and agree these with you. A shortlist of markets, sectors, asset classes and product types is generated as the basis for a sophisticated, balanced portfolio.
3
Implementing your strategy. We then select the most appropriate mix of products, ensuring you understand how each one works and the precise role it plays in your portfolio – be that growth, income, or risk diversification.
4
Reviewing and adjusting. As your life evolves, we continually work to amend and refine your strategy, keeping it in line with your goals. This involves regular meetings with your Relationship Manager and Portfolio Counsellor to maintain a balanced portfolio that’s tailored to your unique circumstances.
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
To build a balanced, diversified and tailored portfolio, you have access to Citi IPB’s entire suite of wealth management products, some of which are exclusive to Citigold Private Client.
All our wealth products are sourced from top international providers and are checked by Citi analysts prior to selection for Citigold Private Client.
Your Client Advisory Team will only recommend those investments they believe will best serve your strategy, and will explain in detail the role each one plays in your portfolio. The products they select may include:
These investments can be a cost-effective way of diversifying your portfolio in the medium and long term. We have an open architecture approach and established partnerships with world leading fund managers, to provide you with access to over 400 high quality, specially chosen funds.
These medium to long-term investments can help you diversify your investments into sectors you might not usually consider, whilst managing risk in a way you find comfortable. Structured Notes generally combine a low-risk bond with a higher-risk asset (e.g. an option). This offers potential for higher returns plus the chance to protect some or all of your capital (capital protection is subject to issuer risk and providing the product is held until maturity). We regularly launch new Structured Notes, investing in a wide range of currencies, asset classes, sectors and geographies.
Buy and sell equities as well as exchange traded products in over 30 exchanges across the world flexibly through Citi Online or by instructing your Service Associate Team. You also have access to international bonds in more than 21 markets around the globe. These are available in a variety of currencies, coupon types and maturities, with an extensive range of investment grades, including government and emerging market sectors. Where it is appropriate for your portfolio, your Relationship Manager can provide recommendations on our extensive selection of Corporate Bonds.
Holding your investments in multiple currencies can help to diversify risk and gives a truly global dimension to your portfolio. Our FX Spots enable quick conversion between 11 major currencies at the latest market rates, whilst FX Order Watch allows you to set the rate you want and leave us to watch the market for you.
We offer a secured lending solution that enables you to access money when you need it, without having to sell part of your portfolio. Secured lending is only accessible to high-net-worth clients with substantial assets available to offset against their borrowing needs.
Investment products are not insured by any governmental agencies, are not bank deposits, and are neither obligations of, nor guaranteed by, Citigroup, or any of its affiliates, unless otherwise stated. Investment products are subject to investment risks, including possible loss of some or all of the principal amount invested. Past performance is not indicative of future results, investments can go down as well as up.
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
Our expertise covers every continent and market sector. There’s always a Citi specialist to provide a view on any given investment issue, whether you’re looking for the big picture or a detailed analysis of a product or market.
As a Citigold Private Client, you’ll receive a regular selection of reports and market updates, specially compiled by our analyst teams.
As well as adding fuel to your meetings with your Client Advisory Team, they offer an inspiring insight into what’s possible for your wealth.
Offered by your Portfolio Counsellor, this unique service provides a fully personalised, detailed picture of your investments, with expert focus on relevant asset classes in relation to current markets.
The report you receive provides a comprehensive understanding of how your portfolio would behave in multiple scenarios, enabling you to make even better decisions about your wealth.
Simulates portfolio performance during events such as the sub-prime crisis and the European debt crisis.
Examines the influence of leverage on performance and on draw-down
Assesses portfolio sensitivity to interest rate movements.
Helps you ensure that the investments in your portfolio best meet your expectations of return, within your risk tolerance.
These are provided for illustrative purposes only, they provide an indication as to how your portfolio would have performed against historical events and are not in anyway intended to provide an indication on future portfolio performance.
Offering specialist insight into individual markets and wealth management approaches, plus the chance to meet with Citi experts, Fund Partners and thought leaders.
A comprehensive round-up of key research and interpretation, from industry-specific trends to global growth forecasts and the potential influence of external factors on market conditions.
The events take place in elegant settings and provide you with the opportunity to discuss perspectives on global investment issues with our Fund House partners and Citi experts.
Provides a broad overview of current market performance across different asset classes, and considers key drivers across different markets, accompanied by Citi’s own perspective and insight.
A comprehensive summary of key movements and drivers across the FX, Fixed Income, Equity and Commodities markets.
Your essential regular review of the foreign currency markets, with expert commentary and forecasts.
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
Whether you're interested in luxury travel, high culture, designer shopping or that elusive, exclusive experience money can't buy, make sure you explore our full range of opportunities.
With compliments from Citigold Private Client, a special selection of offers with a limited time period
Citigold Private Client is available to individuals with $1,000,000 (or currency equivalent), including investments, across Citi International Personal Bank accounts held in London and/or Jersey.
Speak to a Relationship Manager in the UK
0808 109 8888 or +44 (0)207 500 1445
if calling from outside the UK
Already with Citi? Contact your Relationship Manager or view available products on Citi Online
Enjoy four complimentary London airport transfers with chauffeur service Wheely.
Wheely is a luxury chauffeur service operating in London, with bookings made through an easy-to-use app. Citigold Wealth Management is delighted to offer our clients four complimentary airport transfers taken before 30thJune 2019
The offer applies to four Executive Service journeys from/to London transferring to/from Heathrow and Gatwick. Check the city boundaries here
Both on-demand and pre-booking services are available with the option to request a car for another person.
How to activate the offer
Accessing this offer couldn’t be simpler. Request your journey through the Wheely app and enter your Cti Debit Card details as the payment option and the promotion will automatically be applied.
Find out more about Wheely in London and download the app >
Terms and Conditions apply