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FX Solutions

 

RELATIONSHIP MANAGERS

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.

CITIGOLD SERVICE MANAGERS

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.

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Flexible Saver Account for Instant Access Savings


  • Interest is paid on balances from just £1 up to £1 million for Citigold clients
  • Instant access with no penalties for withdrawals.
  • Transfer money between your Citi accounts via our easy access 24/7 online service.
  • Available for UK residents only
  • Only one account per customer
  • This savings account is currently unavailable for new clients unless it is opened alongside a Citigold Current Account.
Take the first steps to your wealth management planning >
Global Advantage

Convert up to £5,000,000 instantly between 10 different currencies at competitive market rates, and link your Citi Debit Card to the relevant account when travelling. When you link your card to an account in the currency of your destination, You can make a cash withdrawal from ATM’s without incurring a conversion fee.

Explore our range of foreign currency accounts >

How it works

FX conversions can be made easily using Citi Online, the Citi Mobile® UK app or by contacting your Relationship Team. Our lowest transaction rates are available with Citi Online.

  • Exchange up to £5,000,000 online between your Citi currency accounts with instant access to your funds after conversion
  • Online currency conversions to accounts outside Citi are limited to £50,000 or currency equivalent

Your FX Counsellor is available to provide Citi’s view and guidance on the market, especially if you are looking to convert a large amount.

Learn more about using our FX services with Citi Online >

FX Order Watch is a simple way to target the exchange rate that you would like to convert funds at. The order is placed in the currency markets, if the exchange rate that you target is reached; the funds are automatically converted in your Citigold accounts.

FX conversion can be made between Citi accounts in the following currencies:
USDUSDCHFCHFSEKSEK
GBPGBPCADCADHKDHKD
EUREURAUDAUDSGDSGD
JPYJPYNZDNZD

You can also use your accounts to take advantage of our secure global funds transfer services. Each month thousands of clients use our transaction fee-free Citi Global Transfers to move money instantly to Citi accounts in over 19 countries internationally.

Citigold and Citigold Private Clients can also make up to 8 transaction fee-free SWIFT transfers per month to any non-Citi account. If you are sending money in Euros to a beneficiary whose bank is located in the UK or the European Economic Area (“EEA”) in which case you will not be charged a fee. Fees apply to any additional SWIFT transfers and Citi-Citi transfers between countries not served by the Citi Global Transfer service.

Global Advantage

Convert up to £5,000,000 instantly between 10 different currencies at competitive market rates, and link your Citi Debit Card to the relevant account when travelling. When you link your card to an account in the currency of your destination, You can make a cash withdrawal from ATM’s without incurring a conversion fee.

Explore our range of foreign currency accounts >

How it works

FX conversions can be made easily using Citi Online, the Citi Mobile® UK app or by contacting your Relationship Team. Our lowest transaction rates are available with Citi Online.

  • Exchange up to £5,000,000 online between your Citi currency accounts with instant access to your funds after conversion
  • Online currency conversions to accounts outside Citi are limited to £50,000 or currency equivalent

Your FX Counsellor is available to provide Citi’s view and guidance on the market, especially if you are looking to convert a large amount.

Learn more about using our FX services with Citi Online >

FX Order Watch is a simple way to target the exchange rate that you would like to convert funds at. The order is placed in the currency markets, if the exchange rate that you target is reached; the funds are automatically converted in your Citigold accounts.

FX conversion can be made between Citi accounts in the following currencies:
USDUSDCHFCHFSEKSEK
GBPGBPCADCADHKDHKD
EUREURAUDAUDSGDSGD
JPYJPYNZDNZD

You can also use your accounts to take advantage of our secure global funds transfer services. Each month thousands of clients use our transaction fee-free Citi Global Transfers to move money instantly to Citi accounts in over 19 countries internationally.

Citigold and Citigold Private Clients can also make up to 8 transaction fee-free SWIFT transfers per month to any non-Citi account. If you are sending money in Euros to a beneficiary whose bank is located in the UK or the European Economic Area (“EEA”) in which case you will not be charged a fee. Fees apply to any additional SWIFT transfers and Citi-Citi transfers between countries not served by the Citi Global Transfer service.

Why Choose Citigold Wealth Management?

Wealth Management Advisory

A goal-based advisory service with access to a wide range of onshore and offshore investment solutions to help create a wealth strategy that is tailored to your needs

Your Team

Your dedicated Relationship Manager is an experienced investment advisor and works as part of a team alongside Insurance and FX specialists to help you achieve your unique wealth goals

Insights

To help inform your investment decisions, Citi Analysts bring you regular in-depth global Market Insights. You can join us for exclusive investment seminars and webinars with top Citi specialists and industry experts

Global Privileges & Offers

An array of exclusive, curated lifestyle privileges and a global banking proposition with worldwide Citigold status recognition

Take the first steps to your wealth management planning with Citi

Already with Citi? Contact your relationship manager or view product availability on Citi Online