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.

ANALYSIS

Plan, monitor and manage your wealth with Total Wealth Advisor

With the finer details of what you would like to achieve, your Relationship Manager can help you build your investment portfolio based on your current state of finances, and the goals you set on Total Wealth Advisor, a powerful and intuitive goal-based tool.

A relationship based on goal-based conversations

Speak to your Relationship Manager to set your goals today.

Access a complete picture of your financial situation, portfolio and goals

Analyse how your portfolio value changes over time and work towards your goals using the Goal Projection chart with your Relationship Manager

Measure the concentration level of your product holdings and asset allocation, and adjust your portfolio for higher diversification

Learn more about Total Wealth Advisor >