Your Team of Wealth Advisors

With you throughout your wealth journey.


Our Journey Together

Our wealth management partnership begins with knowing you and aligning ourselves to your goals. Your dedicated Relationship Manager acts a wealth advisor and is supported by a team of international financial advisors will provide insights and guidance that will help keep you on track to meet your financial ambitions.



Your own investment expert

Citigold Wealth Management recognises that as well as your day-to-day banking needs, growing and protecting your wealth is vital, and you need first-class products and facilities to help you achieve this. Your dedicated relationship managers with qualified international financial advisors, we will assess your finances, goals, attitude to risk and work with you to devise an investment portfolio using our unique approach.


Your point of contact for banking services

Your Citigold Service Manager represents Citigold’s highest level of service—providing personal attention and proactively helping you make the most of Citigold’s opportunities and benefits.

Citigold Service Managers will also take time to understand what’s important to you. He or she will provide dedicated service, guidance for your banking needs, and access to the resources of Citi. Together, your Citigold Service Manager and Relationship Manager will act as a coordinated team of wealth advisors, dedicated to helping you meet your goals.


Your specialist

Given the likely global scope of your strategy, your FX Counsellor acts as your international financial advisor and is there to help with all multi-currency and foreign exchange requirements, from specific forex investments to managing your portfolio risk through diversified currency holdings.