Financial Planning Products & Services

You understand the value of expertise. So do we.

Financial Planning with Dedicated Financial Team in Singapore

At Citigold Private Client, we provide the team, the insights, tools, process and products you need to make a disciplined approach to your wealth a reality. Your dedicated senior Relationship Manager is supported by an experienced group of specialists.

This dedicated wealth management team servicing your account covers multiple disciplines and includes:

  • Portfolio Counselors, who can help give you an independent and holistic view of your assets and liabilities and provide you with various wealth management strategies.
  • Treasury Specialists, who provide insights and execution in currencies, fixed income, options and short-term structured notes.
  • Insurance Specialists, to ensure you have adequate protection for you and your loved ones.
  • Dedicated Equity Advisory Services and advice based on award-winning1 Citi Research to help you grow your investment portfolio2.
  • Key real estate players whom we can refer you to provide an exclusive Property Concierge Service to view selected properties in Singapore.
  • Our specialists from Citi's commercial bank can further assist with related services such as corporate accounts, cash management, lending and trade finance.
  • Introducing Citigold Private Client


Institutional Investor - 2010 The All-Asia Research Team Ranking.
The term "Portfolio(s)" referred to in this document are merely references to illustrations of asset allocations in general and are not personalized to your specific investment needs. Your individual investment holding(s) will not be actively monitored by Citibank Singapore Limited and Citibank Singapore Limited does not undertake to, and is not obliged to, undertake a review, manage or monitor your investment holding(s) or to track your investment holding(s).