Relevant and timely insights and analysis, with a focus on what matters to you.
As a privilege reserved only for our valued Citigold Private Client, you have exclusive access to our Portfolio Counselor Team composed of international financial advisors who can take an independent view of your portfolio to conduct a portfolio review. As part of your investment portfolio management, our Team will discuss your portfolio performance with you and recommend possible changes to improve risk and return in line with your portfolio strategy.
Learn More >Designed to maximize your returns while remaining within your risk tolerance level.
Demonstrates potential consequences through worst-case scenario simulations.
Shows how different investments work together with your own business or equity to create optimal portfolio diversification.
Projects expected 12-month cash inflows from your current bond holdings, so you can plan your next move.
Visualize how purchasing power gained through leveraged lending facilities affects investment potential.
The Portfolio Counselor will share knowledge of the financial market changes and explain how this could impact your portfolio and discuss asset allocation strategies.
Three pillars of wealth are covered during the session:
The Portfolio Counselor will share knowledge of the financial market changes and explain how this could impact your portfolio and discuss asset allocation strategies.
Your instructions will be noted and further information will be provided, if required, for you to make the best decision. A Portfolio Review is a financial health check, which can be periodically conducted at your request every six months thereafter.
Our proprietary international wealth advisory system is your one-stop destination for information you need to manage your wealth. It provides a real-time picture of your financial situation and performs analysis on your portfolio performance over time in relation to your goals. It also allows you to keep in touch with us from home.
Stay updated on key global market developments with a wealth of insights like comprehensive market research reports and in-depth thematic articles from our analysts across the globe.
Learn MoreTo help you keep abreast of the latest market outlook, our Portfolio Counselor Team presents market updates and shares insights on how you could leverage the opportunities presented while navigating the challenging global economic landscape.
Learn More >To access the full footage of archived web seminars:
With our global research and insights keeping you abreast of the latest market developments and your access to any major capital market, a world of opportunities is within your reach. Together with advice from our team of experts, building your wealth abroad is now more familiar than foreign.
Learn More >