Your Relationship Comes With Wealth Management Benefits
Whether you choose Citigold® International or Citigold® Private Client International, a team of experienced financial professionals may travel the world to meet with you in-person, and help you build a tailored financial strategy specific to fit your wealth management needs.
Benefit from the prestige and distinction that Citigold® Private Client International has to offer.
Obtain access to:
- A Global Open–Architecture Platform
- Access to a robust range of traditional and alternative investment managers, as well as access to global financial markets and securities
- An Experienced Team of Investment Counselors
- An experienced team of investment counselors will manage your portfolio and provide guidance to help you maintain a well–diversified asset allocation over time
- Customized Portfolios
- Combining your unique needs with Citi's proprietary asset allocation models, we can build a tailor–made portfolio that aligns with your objectives
- A Dedicated Team of Multilingual Professionals
- Our financial professionals possess diverse international backgrounds and have the ability to speak multiple languages–including yours
- Exclusive Events
- Access to events including intellectual leadership conferences, sporting, cultural, and entertainment events
- Preferential Pricing on Select Banking Services
- Fee waivers on many bank accounts and services, as well as reimbursement of non–Citibank ATM fees
- Intellectual Capital Resources
- Our intellectual resources, asset class insights and thought leadership, can help you stay up–to–date and make informed decisions
- Remote Account Opening Convenience
- Open an account from the convenience of your home country without traveling to the U.S.
With our wealth management approach, you have a dedicated team working towards your financial success; from financial professionals, investment counselors, product specialists and our Investment Lab–all accompanying you every step of the way to provide suitable wealth management solutions and excellent service.
- All credit products are subject to credit approval. Depending on geographic market availability, Credit Cards are issued by Citibank, N.A. in the United States.
- Investment Products are available through Citigroup Global Markets Inc. or Citi International Financial Services LLC.
- Advisory Products are available through Citigroup Global Markets Inc.
Not all products and services are provided by all affiliates or are available at all locations.
Important Information for You to Know About Our Business and Relationship With You
We are required to deliver two important disclosure documents about our business and relationship with you:
- Client Relationship Summary (Form CRS) is a brief summary of the brokerage and advisory services* we offer.
- Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker–dealer.
Please review both of these important documents online at the links below. If you prefer paper copies, contact your financial professional or call us at the phone numbers listed.
Phone: 1-877-836-9141 (toll-free from the U.S.) or 1-210-677?3793 (TTY 1-800-788-6775)
*Advisory services are available through Citi Personal Investments International.