Advisory Advisory Advisory

Advisory

Designed to support you through your wealth journey.

THE GOLD CONVERSATION

Getting to know you and your needs

Citigold provides Investment advisory services in Singapore and a customised portfolio management plan, keeping evolving market conditions, financial circumstances and your long-term goals in perspective. Have a Gold Standard Conservation with your Relationship Manager to align your investment portfolio based on current market trends.

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

ANALYSIS

Build your Wealth Portfolio

Total Wealth Advisor provides you with a holistic view of your financial health and gives you access to review and rebalance your assets according to your risk profile with help from your Relationship Manager. It lets you track and monitor the progress of your asset allocations in achieving your financial goals, in real-time.

Build your Wealth Portfolio
Build your Wealth Portfolio
Align your asset allocation to your risk tolerance of your goals
With goal-based planning, you can gain greater clarity and control over your financial health
Measure your financial health against your goals

STRESS TEST

Greater confidence in any market situation

With the Portfolio Risk Evaluator tool, your Citigold Relationship Management Team of professional financial planning experts and advisors will check your portfolio's resilience and performance by running it through a 'stress-test' of simulated significant market events.

Greater confidence in any market situation
Greater confidence in any market situation
Understand how your portfolio will perform during periods of adverse market conditions
Provides an in-depth risk and return comparison between your existing and Citi's proposed portfolio under various scenarios
Helps you understand your risk exposure and make more informed financial decisions on your global investments

REVIEW

How diversified are you

The Citigold Diversification Index (CDI) is a tool developed by Citi that helps your Relationship Manager determine the diversification level of your investments. A higher index indicates a higher level of diversification in your investment portfolio. To make informed decisions and achieve greater returns with low risk, our financial advisors will allocate funds across various mediums as opposed to holding a single investment for a long time period. A well-balanced and diversified investment portfolio is effectual in monitoring market volatilities and fluctuations over time.

How diversified are you
How diversified are you

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.

Invest across the globe
Invest across the globe