Citi Planner is our proprietary financial analysis tool that helps us understand your financial circumstances and your investment goals, so we can develop a wealth management strategy that's customised for your needs.
Watch the video to find out more about our wealth planning service.
We take into account all your holdings with Citi. This gives a more holistic view, allowing us to develop a long-term wealth management strategy that’s tailored to your personal needs and goals. As part of this detailed wealth planning service, we ensure that the investment strategy we devise for you is flexible and easy to adapt, should your financial needs change.
Over time, your financial needs will change and so will the markets. Citi Planner will take into account your latest requirements and will suggest a reshaped portfolio that meets your new circumstances. Your Relationship Manager will then let you know whether this is in line both with your risk profile and our recommendations and whether it meets your new financial goals.
Watch the video to find out more about our wealth planning service, Citi Planner or contact your Relationship Manager.
Take advantage of Citi International Personal Bank private wealth management
|Already a client?||Interested in joining us?|
The information you choose to provide about your overall financial situation, investment objectives, risk attitudes, risk tolerance levels, and investment knowledge and experience is important, in order for us to assess the suitability of our broad range of investment offerings to your personal financial circumstances and preferences.
It is important that information we hold about you is accurate and current, as this will help us ensure that your portfolio is in line with your investment profile. You must therefore keep us updated with any changes in your circumstances.
Note we only provide periodic portfolio reviews (through Citi Planner) on a client request basis unless we have specifically agreed with you in writing to provide such a service.