Wealth Management: Portfolio & Investment Management

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 >

REVIEW

How diversified is your portfolio?

Using our in-house Citigold Diversification Index (CDI) tool, your Relationship Manager can provide you with greater insight into the diversification level of your existing investments, taking into consideration investments into various asset classes as well as the level of product holding concentration. Diversification aims to lower risk by spreading across various investments products as opposed to holding a single investment over a medium to a long time period. A well-diversified portfolio is better equipped to navigate market volatilities over time.

Learn more about Citigold Diversification Index (CDI) >

GLOBAL INVESTOR

Invest across the globe

Whether you're looking for a truly global investment strategy or insights into the latest market developments, The Citigold Client Advisory Group will help you tap into wealth building opportunities from around the world.

General Disclaimer

Total Wealth Advisor and its functionalities is not a programme or offering. It is an optional tool for illustration purposes only. The illustration prepared using this tool does not take into account the market movements, changing market view and liquidity constraints, among others. Accordingly, you should, before acting, consider its appropriateness, having regard to your objectives, financial situation, needs and market considerations. If you are considering a purchase or sale of a security or financial instrument, you should seek independent legal, financial, tax and business advice on the suitability or otherwise of a particular transaction. You should read and understand all the disclosure documents before deciding whether to purchase the Investment Products. By using this tool, Citibank Berhad does not undertake to, and is not obliged to, undertake a review, manage, monitor or track actively and timely with respect to your Individual Investment holdings.

INVESTMENT: NOT INSURED BY ANY GOVERNMENT AGENCY. NOT A BANK DEPOSIT. NO BANK GUARANTEE. NOT PROTECTED BY PIDM. SUBJECT TO INVESTMENT RISKS. MAY LOSE VALUE.