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Meet Your Personal Wealth Team

With Citigold Private Client, we provide the team, insights, tools, processes and the products you need for a disciplined approach to make your wealth a reality.

YOUR DEDICATED RELATIONSHIP MANAGER

Knowing what matters most to you

Your team of financial specialists will provide you with advise and insights, as well as ensuring you receive the best possible service.

Insurance Specialist

Supports you with customised financial solutions to help you protect what matters most.

YOUR PORTFOLIO COUNSELOR

Develops and monitors your portfolio

Providing an independent perspective on your investments, your Portfolio Counsellor works to ensure your wealth strategy stays suited to your needs.

SERVICE RELATIONSHIP MANAGER

Partners with your Relationship Manager to ensure you get outstanding service and support, whenever you need it.

TREASURY SPECIALIST

Advises you on market opportunities and treasury products that fit your investment strategy.

See the Market in a New Light >