Advisory

THE GOLD CONVERSATION

Understanding you and your needs

Your dedicated Citigold Relationship Manager puts you and your needs at the core of the Gold Conversation. Our personal financial planning process comprises of an in-depth conversation to understand your current financial position, goals and needs, before determining the most suitable investment portfolio for you.

ANALYSIS

Build your Wealth Portfolio

The Citigold Total Wealth Advisor (TWA), is an intuitive, interactive tool designed to help you with your personal financial planning. It provides a real-time picture of your financial situation, portfolio and goals, and analyses how your portfolio value changes over time and the likelihood of achieving your financial goals.

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REVIEW

How diversified is your portfolio?

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

GLOBAL INVESTOR

Invest across the globe

Looking for professional wealth advisory services? Whether you seek a global investment strategy or insights into the latest market developments, The Citigold Client Advisory Group is your financial advisor to help you tap into wealth building opportunities from around the world.