Great minds don’t always think alike

  • Citigold Private Client Experience
  • Client Advisory Team
  • Tailored Wealth Management
  • Investment Solutions
  • Expert Market Insights
  • Privileges

You know what premium service feels like, and expect the same high standards for your wealth.

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.

As a Citigold Private Client you will enjoy:

Private Bank Service - Client Advisory Team - Citi UK

Our multi-skilled Client Advisory Team for a global perspective on your wealth options

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Private Wealth Management to Build Your International Wealth Strategy - Citi UK

A disciplined advisory approach to building your international wealth strategy

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Private Banking Products Exclusive for Our Clients - Citi UK

Our widest selection of global wealth products

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Expert Market Insights for you by our analysts - Citi UK

Expert market insights compiled specially for you by our analysts

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An array of members-only privileges and invitations, courtesy of our global partners

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Benefit from our global wealth management expertise

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.

Request a callback

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 dedicated Relationship Manager

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.

Your Portfolio Counsellor

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.

Your FX Counsellor

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.

Citigold Private Client Service Manager

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.

Your exclusive Citigold Private Client Lounge

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.

Benefit from our global wealth management expertise

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.

Request a callback

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.

How we work for you

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.

» More about our products

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.

Benefit from our global wealth management expertise

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.

Request a callback

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:

Investment Funds

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.

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Structured Notes

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.

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International Brokerage

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.

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Foreign Exchange Solutions

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.

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Lending

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.

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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.

Benefit from our global wealth management expertise

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.

Request a callback

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

We believe in sharing our knowledge to help you manage your wealth.

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.

Portfolio 360°

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.

Stress testing

Simulates portfolio performance during events such as the sub-prime crisis and the European debt crisis.


Leverage Effect

Examines the influence of leverage on performance and on draw-down

Interest Rate Sensitivity

Assesses portfolio sensitivity to interest rate movements.

Risk-Reward Profile

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.


Even more market insights


Investment Seminars

Offering specialist insight into individual markets and wealth management approaches, plus the chance to meet with Citi experts, Fund Partners and thought leaders.

Monthly Market Perspective Report

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.

Market Outlook Events

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.

Monthly Investment Compass Report

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.

Markets Recaps

A comprehensive summary of key movements and drivers across the FX, Fixed Income, Equity and Commodities markets.

FX Reviews

Your essential regular review of the foreign currency markets, with expert commentary and forecasts.

Benefit from our global wealth management expertise

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.

Request a callback

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

Explore some of the world’s finest brands

As a Citigold Private Client you’ll have access to a range of exclusive privileges designed to help you get the most from a busy international lifestyle – whether you’re mid journey, at your destination or keeping things closer to home.

Exclusive privileges with your Citi Debit Card

Mastercard Concierge

Mastercard® Concierge

Call our elite team for a premium,
multi-lingual service 24/7, wherever you
are in the world.

Find out more >

LoungeKey

LoungeKey

Access to hundreds of airport lounges across
the globe, where you can relax or take
advantage of business facilities.

Find out more >

Mastercard Priceless Cities

Mastercard® Priceless® Cities

Explore over 40 of the world’s most vibrant
cities with a wide range of unforgettable
experiences and offers.

Find out more >

Enhanced privileges with our Partnership Programme

Our Partnership Programme brings you a selection of exclusive offers and invitations, courtesy of some of the world’s most prestigious brands.

Our Partners have been specially selected with you in mind and are available to Citigold Private Clients as a thank-you for choosing us as your wealth management partner.

Our Partners include:

Savills

Savills

A 20% discount on sales instruction fees from this premium global property service.

Alfred Dunhill

Alfred Dunhill

Exclusive invitations to special events at Bourdon House, Alfred Dunhill’s elegant Mayfair residence

Pininfarina

Pininfarina

Private client access to this renowned Italian design house for all your personal design projects.

Sunseeker Yachts

Preferential service, complete with factory tours and a chance to meet Sunseeker’s creative team.

Dubai Mall

Thirty-day complimentary membership of the Dubai Mall’s VIP club, with refreshments and additional discounts.

The British Museum

Complimentary private access to special exhibitions.

Senate Grand Prix

Priority booking and preferential rates on hospitality at selected F1® events.

Garrington Property Finders

Exclusive preferential fees and additional complimentary services from one of the UK's leading specialists

English National Opera

Experience timeless and unforgettable stories with a 20% discount across all English National Opera productions during 2017.

Our other partners include:

Axton and Key to Success

A complimentary consultation for Citigold Private Clients seeking UK education placements (including summer courses) for themselves and their family.

BDO and RSM UK

Domestic and international tax consultancy and Private Client advisory services at a 25% discount.

Charles Cameron & Associates

Enhanced mortgage advisory service with out-of-hours contact and access to specialist lenders.

Hertz

Enjoy a complimentary vehicle class upgrade with each rental booking.

MatchPoint

Bespoke ticket sourcing for some of the world’s premiere sporting and entertainment events.

Primum Agmen

Lifestyle management at preferential rates, including relocation, education and art acquisition.

Separate terms and conditions apply to the products and services provided by our partners. Citi makes no warranties and assumes no liability or responsibility with respect to the products and services provided by a third party.

Benefit from our global wealth management expertise

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.

Request a callback

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