Meet Your Personal Wealth Team

At Citigold Private Client, we provide the team, insights, tools, processes and
the products you need for a disciplined approach to make your wealth a reality.

Knowing what matters most to you

YOUR DEDICATED SENIOR RELATIONSHIP MANAGER

Knowing what matters most to you

An investment expert, your dedicated Senior Relationship Manager is your main contact and is supported by an experienced group of specialists. By understanding your financial needs and priorities, they can help you take full advantage of the exclusive wealth building resources and many lifestyle and banking privileges that Citigold Private Client provides.

Develops and monitors your portfolio

YOUR PORTFOLIO COUNSELOR

Develops and monitors your portfolio

We believe that your portfolio constantly needs an accomplished professional watching over it in a consistent manner. Managing your portfolio from a 360° viewpoint, your seasoned Portfolio Counselor delivers unique insights, and timely analysis and reports to ensure your portfolio stays aligned with your goals.

YOUR TEAM OF SPECIALISTS

Your Insurance Specialist

To ensure you have adequate protection for you and your loved ones.

Your Treasury Specialist

Who can provide insights and execution in currencies, fixed income, options and short-term structured notes.

Your FX Specialist

Who can advise you on all foreign exchange and multi-currency solutions.

Your Dedicated Equity Advisory Services

Services and advice based on Citi Research to help you grow your investment portfolio.