Citi Private Bank: Investment Services

Over 100 offices spanning 30-plus countries, and serving more than 25,000 of the world's most successful and influential families.

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We provide global portfolio strategies and counseling to meet complex high-net-worth requirements. Tailored portfolios allow for tax-efficient decision making, and the scope of our investment offerings is second to none. Clients benefit from an extensive range of asset classes and investment styles including traditional, alternative, growth and value.

Our presence in worldwide capital markets and our access to an unparalleled range of products and information bring you diverse investment opportunities for your assets and allow us to provide you with objective advice.

You may choose us as one resource in your investment program or you may select us to manage your assets in accordance with your guidelines. If you choose to use us in your overall asset management, we can provide you with asset allocation decisions, alert you to attractive buy or sell recommendations and provide you with other useful market information. If you elect us to oversee the careful investment of your assets, we offer several alternatives:

INVESTMENT MANAGEMENT

Drawing upon the investment prowess of Citi Global Wealth Management, which comprises Citi Investment Research, the Tailored Group and Smith Barney in addition to Citi Private Bank, we provide access to an extensive array of asset classes and investment styles.

ALTERNATIVE INVESTMENTS*

Designed for sophisticated investors, these options include hedge funds, private equity and limited partnerships.

CURRENCY AND CAPITAL MARKETS

We offer global investing and trading advice and services from the #1 firm in foreign exchange for nearly 20 years.

DERIVATIVES*

Whether hedging concentrated positions in low-basis stocks or managing interest rate exposure, we offer risk management strategies, structured derivatives and execution. Citi Private Bank’s award-winning team makes innovative recommendations that can help you capitalize on current market opportunities.

BROKER/DEALER SERVICES**

Select clients may access Smith Barney’s renowned brokerage services for stocks, bonds and exchange-traded options. A dedicated team of financial consultants is prepared to assist you.

While the breadth of our investment options differentiates us from others, there is a common theme — working with every client to arrive at the right decisions. We begin by asking key questions to define your investment objectives.

The answers help us to implement an asset allocation plan that suits your needs. Once the program has been implemented, we are available, upon your request, to meet with you to discuss the re-allocation of your portfolio. In short, we take a disciplined approach to providing you with a tailored investment strategy.

* Alternative Investments and Derivatives are available through Citibank, N.A. and certain other Citigroup affiliates, including in the U.S., Citigroup Global Markets Inc.** Broker/Dealer Services are available from various Citigroup affiliates. In the U.S., securiites are offered through Citigroup Global Markets Inc., member SIPC.

In the U.K., this information has been approved by Citibank, N.A., which is regulated in the conduct of investment business by the Financial Services Authority. Citibank may compensate affiliated companies and/or their representatives for providing products and services to clients.

All credit services are subject to credit approval.
Citibank, N.A.
Member FDIC

“Citi Private Bank” is a business of Citigroup Inc., which provides its clients access to a broad array of products and services available through bank and non-bank affiliates. Not all products and services are provided by all affiliates or are available at all locations. For more information, please contact a Private Banker.

Securities are not insured by the FDIC, are not deposits or obligations of, or guaranteed by, Citigroup/Citibank or any of their respective affiliates, and are subject to investment risks, including possible loss of the principal amount invested.




	"Citi Private Bank" is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates. Not all products and services are provided by all affiliates or are available at all locations. All credit products are subject to credit approval. In the U.S., brokerage services may be provided by Citigroup Global Markets Inc. ("CGMI"), member SIPC and affiliates of Citibank, N.A. Outside the U.S., brokerage services may be provided by other Citigroup affiliates. Investment management services (including portfolio management) are available through CGMI, Citibank, N.A. and other affiliated advisory businesses.

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