Citigold Private Client Wealth Advisory
As a Citigold Private Client customer, enjoy access to a suite of wealth advisory tools, as well as global insights backed by over 350 Citi analysts worldwide.
Grow your wealth with our suite of wealth solutions
Total Wealth Advisor
Work towards achieving your investment goals with our proprietary tools such as the Total Wealth Advisor tool which you can access on the go via the Citi Mobile® App.
Portfolio 360°
Leverage on our Portfolio 360° tool for a comprehensive risk analysis on your portfolio and capture opportunities globally with insights from over 350 Citi analysts worldwide.
Citigold Diversification Index
Using our in-house Citigold Diversification Index (CDI), your Senior Relationship Manager can provide you with greater insight into the diversification level of your existing investments so that your portfolio may be better equipped to navigate market volatilities over time.
Insurance Solutions
In partnership with AIA, our insurance specialists can offer you access to a suite of insurance solutions which may help you protect your wealth against unforeseen events in life and safeguard the legacy you want to leave for your loved ones.
Wealth Solutions
Grow your wealth with our suite of investment solutions that meet your wealth goals and enjoy preferential pricing on selected products.
Wealth Insights
Make informed decisions on your portfolio with timely market knowledge gathered from across the globe.
To find out more, please speak to your Senior Relationship Manager.
