Through direct discussions with you, our experienced relationship team will gain a thorough understanding of your investment portfolio and financial objectives. This ensures that the advice and recommendations are tailored to your individual portfolio strategy - a mark of our personalized service and dedication.
At a glance
A senior relationship manager supported by a dedicated team of global and regional specialists
Expertise from a wide range of specializations including equity, treasury, trade, insurance and investment banking
Receive personal advice tailored to your individual portfolio strategy
Access to a dedicated, independent Portfolio Counselor
Impeccable service - nothing short of what you would expect from Citigold Private Client.
Only the best financial products appear in the Citigold Private Client selection of offerings. From fixed income investments to mutual funds to catering to your insurance requirements, each one is handpicked by our forward-thinking panel of experts to enhance the quality of your portfolio:
At a glance
A full range of everyday banking products, including an exclusive credit card
A full range of transaction, call and term deposits in all major currencies and a full range of premium deposits
An expansive range of retail and wholesale mutual funds and structured products
Specialist equities advice, with access to key major exchanges globally
Advice on, and access to, investment-grade bonds and fixed interest in global and regional markets
Lending secured against a variety of Investment assets ranging from bonds, to mutual funds and structured notes
Combined solutions for Personal and Business Banking
Trust services
Access to a select range of alternative investments such as hedge funds and structures
As a Citigold Private Client, we don't just equip you with the experience and expertise of a senior relationship manager but also the dedication of an assistant service relationship manager. This way, we're confident that we'll have everything planned perfectly for you. With the Citigold Private Client Service Line, a team of skilled service personnel will be on standby 24/7 to help you with all matters big and small.
At a glance
Professional and personal attention from senior and assistant relationship manager
Worldwide recognition at Citigold centers and branches
Secure access to accounts in multiple countries with a single login via Global View of Accounts
Disciplined investing requires regular and up-to-date analysis and evaluation of the market, as well as constant performance tracking of your portfolio benchmarked to model portfolios. Bearing this in mind, we constantly monitor your portfolio, allowing you to capitalize on market shifts anywhere, anytime to reveal unexpected opportunities.
This gives you the assurance that your portfolio will reach its full potential.
At a glance
Disciplined approach to portfolio management with regular and specialized reporting as well as comparisons to model portfolios
Portfolio view of wealth through unique tools such as Navigator
Frequent reviews for a better understanding of your investment goals
From credit cards with specially designed features and no annual fees, to exclusive interest and foreign exchange rates, you can be assured of unrivalled privileges that are worthy of your status.
At a glance
Exclusive credit card with no annual fees and special member features
Privileged interest and foreign exchange rates
Access to special Citigold Private Client events and rewards
When your wealth has grown to a substantial level, you are always invested in the markets regardless of conditions. That's why, at Citigold Private Client, we strive to help you maximize your returns and manage the risks across your portfolio, regardless of prevailing market conditions.
How its done:
This is achieved with a strategic portfolio drawing on multiple asset classes from cash and deposits to mutual funds and structures, direct equities and bonds, currencies and commodities as well as alternative investments. Because when your investments are substantial, it becomes even more essential to build a focused portfolio that is self-sustaining. We also would be happy to cater to your insurance needs as well.
You pursue your investment objectives with a greater degree of confidence in both times of volatility, as well as opportunity.
Please speak with your senior Relationship Manager or call our dedicated Citigold Private Client Service line at +971 4 3114272 (CPC).
At a Glance:
Model portfolios for varying risk profiles and multiple markets
Access to multiple asset classes
Portfolio structuring and re-balancing to optimize long-term outcomes
