citi

Janis's story

Please note:
This section shows examples of common client scenarios and how we could help them build their wealth. These case studies are based on our typical clients.

Select case study:

Many of our clients tell us that their Relationship Manager is invaluable to them.

Janis Tryphonides is a Greek accountant living in Thessaloniki, and working in London for part of the year. He has been a client of Citi International Personal Bank for three years and relies on his Relationship Manager.

“When I joined the bank my Relationship Manager went through all of my finances, and we worked out what I want to do with my money now and in the future. It sounds simple but I had never really looked at my long-term financial goals before. He also helped me to determine my attitude to risk - because I am reasonably young (40) I am willing to accept a slightly higher level of risk than some clients."

“My Relationship Manager is also Greek, from Athens, and it's wonderful that when I am back home I can speak to him in my language, plus he met me here once when he was over in Greece."

“He really understands investments and helps me to tailor products exactly how I want them. For example 18 months ago he arranged a Structured Note that was different to those already on offer. I wanted to take a little more risk with my principal for the chance of a greater return."

It's not just advice I turn to him for. I give him my brokerage orders for buying and selling stocks, and any of the banking transactions I need arranging. He is my first point of contact with the bank."

Find out how Citi International Personal Bank can help you

Already a client?

Contact your Relationship Manager

Interested in joining us?

Start managing your wealth - apply now
Citi