Citigold Financial Advisory

Your Personal Financial Advisory and Investment Planning

Designed to support you through your wealth journey.

THE GOLD CONVERSATION

Getting to know you and your needs

Your dedicated Citigold Relationship Manager puts you and your needs at the core of the Gold Conversation. Your Relationship Manager will have an in depth conversation to understand your current financial position, goals and needs, to determine the suitable investment portfolio for you.

Citigold relationship manager creating the most suitable investment portfolio for you
Citigold relationship manager creating the most suitable investment portfolio for you

ANALYSIS

Build your Wealth Portfolio

As a Citigold client, you are assigned a Relationship Manager who is your personal financial consultant, to help you get the most out of your Citigold Relationship. All Citigold Relationship Managers are selected based on financial advisory, investment knowledge and dedication.

Graphs and sheets for planning your portfolio
Graphs and sheets for planning your portfolio

Your Relationship Manager will work with you to create a bespoke portfolio strategy, tailored to your unique circumstances, by assisting you in:

Setting your goals
Determining accessible cash and savings required for future expenses—considering children's education, investments, retirement, or personal ambitions.
Defining your goals
Developing an investment strategy to achieve your short, medium and long-term goals that should be based on current and future financial decisions yet to be made.
Defining your risk profile
Guiding you to establish your risk profile based on diverse criteria's, which would influence your potential returns, as well as the protection of your capital.

REVIEW

How diversified is your portfolio?

Over time, it is inevitable that both your personal circumstances and market conditions will change. This is why your Relationship Manager will conduct regular reviews of your investment portfolio to ensure that your plans remain firmly on track.

Bar graphs for planning your portfolio diversification
Bar graphs for planning your portfolio diversification

Concentrated positions may entail greater risks than a diversified approach to securities and issuers. It therefore is important that you carefully review your entire investment portfolio to ensure that it meets your investment goals and is within your risk tolerance, including your objectives for investments diversification.

GLOBAL INVESTOR

Invest across the globe

Looking for professional investment advisory services? Whether you're looking for a truly global investment strategy or insights into the latest market developments, The Citigold Client Advisory Group is your wealth management advisor who will help you tap into wealth building opportunities from around the world.

Global stock numbers
Global stock numbers

Investment products are not bank deposits or obligations or guaranteed by Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries unless specifically stated. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Citibank Terms and Conditions apply, are subject to change and are available upon request. For the current Terms and Conditions, please visit our website www.citibank.ae. All offers are made available on a best-effort basis and at the sole discretion of Citibank, N.A. Citibank, N.A. makes no warranties and assumes no liability or responsibility with respect to the products and services provided by partner(s)/other entity(ies). By inquiring about our services, offers or products, you will be authorizing our representatives to approach you on your contact details including your telephone/mobile number