Wealth Management Advisor Wealth Management Advisor Wealth Management Advisor

Investment Advisory Services

Designed to support you through your wealth journey.

THE GOLD CONVERSATION

Getting to know you and your needs

Have an in-depth conversation with your dedicated RM to understand your current financial position and needs, to determine the suitable investment portfolio for you.

Creating the Most Suitable Investment Portfolio for You
Creating the Most Suitable Investment Portfolio for You

ANALYSIS

Build your Wealth Portfolio

An intuitive, interactive tool that provides a real-time picture of your financial portfolio and goals, to analyze your portfolio changes and the likelihood of achieving your investment and financial goals.

Build your Wealth Portfolio
Build your Wealth Portfolio
Provides a complete, real-time picture of your financial situation, wealth portfolio and goals
Analyses how your portfolio value changes over time and the likelihood of achieving your financial goals
Lets you make portfolio adjustments to bring goals back on track and manage goals as individual portfolios

STRESS TEST

Greater confidence in every market situation

With the Portfolio Risk Evaluator tool, your Relationship Manager and financial investment advisors will check your portfolio's resilience and performance by running it through a 'stress-test' of simulated significant market events. This feature will be available soon.

Investment Advisor to Guide Your Investment Decisions
Investment Advisor to Guide Your Investment Decisions
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

REVIEW

How diversified is your portfolio?

Using our in-house Citigold Diversification Index (CDI) tool, your Relationship Manager and investment consultants can determine the diversification level of your existing investments. Diversification helps to achieve potentially higher returns with lower risk by spreading across various investments products as opposed to holding a single investment over a medium to a long time period. A well-diversified investment portfolio is better equipped to navigate market volatilities over time.

How diversified is your portfolio?
How diversified is your portfolio?

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