As a privilege reserved only for our valued Citigold Private Client, you have exclusive access to our Portfolio Counselor Team who can take an independent view of your portfolio1 to conduct a portfolio review. As part 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.
Here are some insights on what a discussion with a Portfolio Counselor entails:
The Portfolio Counselor complements your Relationship Manager by providing objective review sessions on investments, insurance and estate planning needs, as they are:
- Highly qualified with post-graduate education and years of financial market experience
- Able to speak different languages
- Close to the financial market to deliver timely information
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.