*Please note, Citi does not provide tax advice. We recommend that you seek independent professional tax advice. Looking for an advisor, you can also consult our Citi Partnerships. Speak to a product expert on 0207 500 1992.
An ISA (Individual Savings Account) is a tax efficient* way of investing offered to UK residents aged over 18. It is a vehicle that enables you to shelter your from tax. The tax year (2017/18), the amount you can invest in an ISA is £20,000 by 29th March 2018. If you do not have an ISA account and/or have not provided your investment consents, you will need to do so by 22nd March 2018.
Investment ISAs could be considered by people who:
Then an Offshore Bond could allow you to invest flexibly and tax-efficiently whilst providing potential for growth and income and other benefits depending on your individual circumstances.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted. The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources
No product is ever selected for recommendation without analysis and we always apply our ,strong>Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
Your Relationship Manager is there to manage your ISA for you based around your financial goals and your individual risk profile.View available investment funds, transfer or deposit into your ISA at any time, and review ISA performance on Citi Online or the Citi Mobile® UK app
Anyone aged over 18 who is a UK resident can buy an Investment ISA.
Investment ISAs are available on an advisory basis. This means our advisory fee and a global custody fee both apply and will depend upon the size of your investment.
An ISA (Individual Savings Account) is a tax efficient* way of investing offered to UK residents aged over 18. It is a vehicle that enables you to shelter your from tax. The tax year (2017/18), the amount you can invest in an ISA is £20,000 by 29th March 2018. If you do not have an ISA account and/or have not provided your investment consents, you will need to do so by 22nd March 2018.
Investment ISAs could be considered by people who:
Then an Offshore Bond could allow you to invest flexibly and tax-efficiently whilst providing potential for growth and income and other benefits depending on your individual circumstances.
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted. The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources
No product is ever selected for recommendation without analysis and we always apply our ,strong>Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
No product is ever selected for recommendation without analysis and we always apply our Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted. The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
Your Relationship Manager will build your ISA by selecting Investment Funds from any of the following countries and economic regions around the world:
Asset allocation aims to balance the risks of any investment with its potential rewards. We do this based on your financial goals, your risk profile and the term over which you're looking to invest.
We also offer multi-asset class funds which are professionally managed and provide an all-in-one solution for diversification at three different risk levels.
Your Relationship Manager can select from funds that invest in equities, fixed income, money market, as well as asset allocation funds with exposure to both bonds and equities. You can also choose funds with invest into Property related instruments.
There is a variety of satellite equity investments, which offer exposure to different sectors, such as Technology, Consumer Goods & Services, Precious Metals, and Natural Resources
No product is ever selected for recommendation without analysis and we always apply our ,strong>Citichoice methodology to choosing Investment Funds. This is based on strict criteria, including investment philosophy, process and performance. From this we select our Citichoice 100 which we regard as the 100 best funds. As a result, you can be sure that any product we recommend to you has been comprehensively vetted.
The process by which we select from our Citichoice 100 funds to find which of these funds will best suit you is outlined below:
Your Relationship Manager is there to manage your ISA for you based around your financial goals and your individual risk profile.View available investment funds, transfer or deposit into your ISA at any time, and review ISA performance on Citi Online or the Citi Mobile® UK app
Anyone aged over 18 who is a UK resident can buy an Investment ISA.
Investment ISAs are available on an advisory basis. This means our advisory fee and a global custody fee both apply and will depend upon the size of your investment.
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 dedicated Relationship Manager is an experienced investment advisor trained through the Citi | Wharton Global Wealth Institute, and is supported by a team of financial specialists.
Institutional-grade research and insight from our global network of analysts to provide depth and rigour to our advisory service
An array of exclusive, curated lifestyle privileges and a global banking proposition with worldwide Citigold status recognition
Already with Citi? Contact your relationship manager or view product availability on Citi Online