Helping you achieve your financial goals
Be it planning for your children’s education, your retirement or leaving a legacy, we understand that you have different wealth goals at different stages of your life. Growing your assets is essential to meet these financial goals and Total Wealth Advisor* is a tool specially designed to support you through your wealth journey.
Total Wealth Advisor provides you with a holistic view of your financial health and gives you access to track and monitor the progress of your asset allocations in achieving your financial goals, in real-time.
Terms & Conditions apply.
HOW IT WORKS
Review your current financial assets with your Relationship Manager.
Set your financial goals.
Rebalance your assets according to your risk profile and goals.
Track and monitor the progress periodically via Citibank Online
(Asset Allocation vs Goals).
The Total Wealth Advisor online tool gives you a complete view of your asset allocation and allows you immediate access to a comprehensive and holistic view of your financial position.
Total Wealth Advisor Online
You will be able to review all your investments and financial status at a glance with this easy-to-use and intuitive online tool. You can easily track the progress towards your goals, view your current achievement of meeting your financial goals, and even view the performance of your investments by specifying the date range of the reports.
There are two types of report you can see online that provides you with the information for you to track your portfolio and goals.
- 1. Total Wealth Advisor Report
Allows you to download a PDF report which contains a summary of your asset allocation and the status of goal achievement.
- 2. Total Wealth Advisor
An interactive web-based tool that shows a graphical view of your financial status and goals.
Contact your Relationship Manager to set your goals today.
*Only valid for Citigold and Citigold Private Client. Don’t have a Citigold or Citigold Private Client account? Open an account with us.
TOTAL WEALTH ADVISOR
This document is intended to facilitate a discussion on your individual portfolio holdings and does not constitute any offer or solicitation of any investment products or services nor should the information be taken as financial advice. If in doubt, please consult your own legal, regulatory, tax and /or accounting advisors as you consider appropriate.
This document does not contain all information relating to your account(s) and is not intended to be a statement of account(s), and you should refer to your monthly statement for information relating to your account(s).”
Singapore dollar deposits of non-bank depositors are insured by the Singapore Deposit Insurance Corporation, for up to S$50,000 in aggregate per depositor per Scheme member by law. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured. For more information, please refer to Singapore Deposit Insurance Corporation's website at www.sdic.org.sg.
Investment products are not bank deposits, nor obligations of, nor guaranteed by Citibank Singapore Ltd, Citibank, N.A., Citigroup Inc. or any of its affiliates or subsidiaries, and are subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured by the Federal Deposit Insurance Corporation. Past performance is not indicative of future results and prices and values can go up or down. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal when foreign currency is converted back to the investors’ home currency. Investors should therefore determine whether any foreign currency investment is suitable for them in the light of their personal investment objectives, financial means and risk profile. All subscriptions for Investment Products must be made on application forms accompanying the prospectus. Prospectuses are available from Citibank Singapore Ltd and the Fund Managers' offices.
Deposit Insurance Scheme - Singapore dollar deposits of non-bank depositors are insured by the Singapore Deposit Insurance Corporation, for up to S$50,000 in aggregate per depositor per Scheme member by law. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.
This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. Investment products are not available to U.S. persons and may not be available in all jurisdictions.
This is neither an offer nor solicitation to purchase or sell any security, other investment or service or to attract any funds or deposits. This document does not constitute the distribution of any information or the making of any offer of solicitation by any one in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such document or make any offer or solicitation. Investors investing in investment products denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investment products are not available to US Persons, not insured by the Federal Deposit Insurance Corporation and may not be available in all jurisdictions.
Portfolio diversification is an important element for an investor to consider when making investment decisions. Concentrated positions may entail greater risks than a diversified portfolio. Certain factors that affect the assessment of whether your overall investment portfolio is sufficiently diversified may not be evident from a review of only your account with Citibank. It therefore is important that you carefully review your entire investment portfolio to ensure that it meets your investment goals and is within your risk tolerance, including your objectives for asset and issuer diversification. To discuss your asset allocations and potential strategies to reduce the risk and/or volatility of a concentrated position, please contact your personal banker/relationship manager.
Citibank’s Model Portfolio is not a program or offering, but is a diversification tool that is meant for reference purposes only. Model Portfolios are: (i) not binding on part of the clients; (ii) not monitored by Citibank with respect to clients individual investment holdings; and (iii) not personalized to the specific needs of an individual client. Citibank’s Model Portfolios are not available to US Persons and may not be available in all jurisdictions.
This document is for information only and does not constitute an invitation or offer to acquire, purchase or subscribe for any securities, investment or service, or to attract any funds or deposits. The information contained in this document does not constitute an offer for sale in any jurisdiction in which such offer is or may be prohibited, restricted or subject to any requirement for filing, authorization, license or consent. While Citibank has taken reasonable care to ensure that the information in this document is accurate at the date of this document, Citibank accepts no liability for the accuracy or completeness or use or reliance of, nor any liability to update, the information contained in this document. In particular, actual results and developments may be materially different from any forecast, forward-looking statement, opinion or expectation expressed in this document.
You acknowledge and agree that the “Model Portfolio(s)” referred to in this document are merely references to illustrations of recommended asset allocations based on your risk profile and investment objectives and that such “Model Portfolio(s)” are not personalized to your specific investment needs. The “Model Portfolio(s)” are arrived at and are provided to you without having regard to any underlying portfolio of investments which you may have or hold. You further acknowledge and agree that these “Model Portfolio(s)” are provided as at a specific point in time and will not be actively monitored by Citibank with respect to your individual investment holdings and that [unless otherwise agreed in writing] Citibank does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holdings or to track your investment holdings against any “Model Portfolio”. You also acknowledge and agree that no investment advisory or fund management services are being provided to you by virtue of the “Model Portfolio(s)” and that you will be solely responsible for your own decisions on investments and you will not rely on Citibank or any of its agents, officers or employees in any way in relation to such investments and/or the asset allocation of your investments.
Citibank full disclaimers, terms and conditions apply to individual products and banking services.