Private wealth management

Private wealth management

Your personal wealth is worth millions. Is your bank treating it with the care and attention it deserves?

Introducing a wealth management service to help you build upon your success.

Citigold Private Client is a unique banking relationship created specifically for those with US$1 million1 and more invested with Citi International Personal Bank.

As a specialised business dedicated to your needs, we've combined the products, ideas and insights of Citi Private Bank with the scale and services of Citigold to give you the reach and expertise of a global powerhouse, with the benefits of a top Offshore Bank.

At Citigold Private Client, your account will be managed by a highly skilled wealth management team, led by an experienced Citigold Private Client Relationship Manager. With our full suite of wealth management and business banking products, you can be assured of financial options that are customized specifically for you.

Our wealth products and services
You understand the value of expertise. So do we.

At Citigold Private Client, we provide the team, the insights, tools, process and products you need to make a disciplined approach to your wealth a reality. Your dedicated Citigold Private Client Relationship Manager is supported by an experienced group of specialists.

This dedicated wealth management team servicing your account covers multiple disciplines and includes:

  • Portfolio Counsellors, who can help give you an independent and holistic view of your assets and liabilities and provide you with various wealth management strategies.
  • Our specialists from Citi's commercial bank can further assist with related services such as corporate accounts, cash management, lending and trade finance.
  • Tax advice from a leading professional services firm.
  • We can introduce you to a team of expert Legal counselors, specialists in commercial and corporate law, who can offer you expert advice about areas like investor visa applications and real estate.
  • Access to individually-tailored, professional and prompt advice and support during the process of property location via our Property Search introductory service. Services are based on client requirements, whether for investment or private use and include purchasing property, obtaining a mortgage, and subsequently managing the property.
  • If you are investing in property it can make sound financial sense to use a mortgage. But the international mortgage market can be complex, which is why we have partnered with one of the UK's leading mortgage advisers to give our clients specialist international mortgage advice.

1 Or equivalent in other currencies.

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