Great minds don’t always think alike

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.

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.

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.

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.