Wealth Management Wealth Management Wealth Management

Wealth Management

Designed to support you through your wealth journey

THE GOLD CONVERSATION

Getting to know you and your needs

Your dedicated Citigold Relationship Manager puts you and your finance portfolio at the core of the Gold Conversation. Your Relationship Manager will have an in-depth conversation to understand your current financial position, goals and needs, to determine the most suitable investment portfolio for you.

Getting to know you and your needs
Getting to know you and your needs

INVESTMENT SERVICES

Embark on your Investment Journey

To take full advantage of our investment management services, it's important to first assess your own capabilities and needs. With a thorough understanding of these factors, your Relationship Manager will then proceed to undertake a comprehensive portfolio analysis and make recommendations that are in line with your financial goals.

Embark on your Investment Journey
Embark on your Investment Journey

INVESTMENT NEEDS

Maximise your Wealth potential

Our selection of financial solutions and portfolio diversification options are as varied as your financial needs. From transactional banking capabilities to sophisticated investment and portfolio management products, you are sure to find a solution that is best suited to your goals.

Wealth Triangle

The tolerance for investment risk and asset management systems varies from person to person. We make recommendations based on your Investment Risk Profile (IRP), which is determined by our Investment Suitability Assessment. With that in place, we can strategise more effectively and identify suitable opportunities for you.

PLANNING TOOLS

Integrated Wealth planning for the future

Planning is an integral part of investment, just as our tools are essential in our services to you. Developed exclusively for the Citigold client in mind, these financial advisory and investment portfolio management services help us to better appreciate your financial position and monitor the path to your wealth goals.

CITI PORTFOLIO TRACKER

Customise your Investment Portfolio

Part of your Relationship Manager's duties include working together with a consultant to discuss your portfolio with you. Using our Citi Portfolio Tracker, they can determine your progress and work to ensure a balanced investment portfolio that remains aligned with your financial goals and current market conditions.

INVESTMENT SUITABILITY ASSESSMENTS

Evaluate Risk tolerance against your Portfolio

The tolerance for investment risk varies across the board for different people. Which investments we recommend to you will depend on the Investment Risk Profile (IRP) that is determined through the Investment Suitability Assessment.

Wealth Triangle
The tolerance for investment risk varies from person to person. We make recommendations based on your Investment Risk Profile (IRP), which is determined by our Investment Suitability Assessment. With that in place, we can strategise more effectively and identify suitable opportunities for you.

INVESTOR RISK PROFILE

Invest in line with your Risk Appetite

At Citigold, we believe in sharing investment opportunities that are in line with your investment profile and objectives, to help you maximize your wealth potential through a well planned portfolio management process.

Your Investment Risk Profile (IRP) and our investment advisory services will help us ensure that you are securely investing within your risk appetite, by helping us understand your:
  • Investment objectives
  • Risk attitudes
  • Risk tolerance levels
  • Overall financial situation
  • General investment experience
  • Knowledge and experience on specific investment products