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Wealth Management Planning and Analysis to Meet Your Financial Goals - Citi UK

Wealth management planning to meet your financial goals

Wealth management from financial experts

At Citi, we believe personal conversations are the best way to get to know you and understand how we can support you to achieve your financial ambitions. We recognise that every investor is unique.

That is why your Relationship Manager takes the time to truly understand your personal situation, your financial objectives and the level of risk you feel comfortable taking to achieve them.

We also understand that investing is not a one-off process. Your investment objectives and financial circumstances can change, as can markets and investment opportunities. We are here to support you as markets go up and down and to help your plans stay on track.

Together we will review your investment strategy and suggest appropriate adjustments.

Wealth Management at Citi

Arrange a free Investment Consultation

Already with Citi?
Contact your Relationship Manager
or view available products on Citi Online

Our four-step investment process

  • Understanding your needs
    Step 1

    Your investor profile

    Your Relationship Manager will spend a substantial amount of time talking to you about your personal circumstances, your financial needs and goals and your attitude to different levels of risk. This deep understanding is then used to develop a wealth management strategy that's customised to your needs.

    Among the things you will discuss in your initial consultation, which can be face to face or over the phone, will include:

    • Your investment aims and objectives
    • The level of risk you feel comfortable with
    • Your knowledge and experience of investing
    • Any current investments you may have
    • The capital you have to invest
    • Your time horizon
  • Devising your personal strategy
    Step 2

    A balanced asset allocation

    Following this initial consultation, your Relationship Manager will then set about identifying the types of product that fit your profile. To help you achieve a balanced asset allocation in line with your investment strategy, they will match you with one of our risk-adjusted model portfolios, especially designed for internationally-minded Citi clients. These model portfolios are designed to address your investment objectives, risk tolerance and timeframe.

    Your Relationship Manager will aim to diversify your investments across a number of different asset classes, to create a portfolio with a lower overall risk level than that associated with some standalone individual assets. This way, your potential for return is optimized for given level of risk you take. 

  • Finding the right products for you
    Step 3

    Selecting a range of investment products

    Once your wealth management strategy has been agreed and the optimum asset allocation identified, your Relationship Manager will recommend a selection of investment products to make the most of your assets and to help achieve the goals you've set.

    Our investment range includes:

    • Over 100 Investment Funds
    • Structured Products
    • Foreign Exchange solutions
    • Insurance Products
    • Investment ISAs
    • Brokerage products
  • Ongoing Review and advice
    Step 4

    Over time it is inevitable that both your personal circumstances and market conditions will change, so it is very important to review your portfolio with your Relationship Manager to ensure that your strategy keeps in line with these changes and your new financial goals. You can request a review at any time.

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

See our range of wealth management products

We have a specialist range of products designed to help you meet your financial needs

Find out more

Important information
Investment and insurance products are not insured by any governmental agencies, are not bank deposits, and are neither obligations of, nor guaranteed by, Citigroup, or any of its affiliates, unless otherwise stated.

Investment Products are subject to investment risks, including possible loss of some or all of the principal amount invested. Past performance is not indicative of future results, investments can go down as well as up.