and Investment Planning
Designed to support you through your wealth journey.
and Investment Planning
Getting to know you and your financial needs
Your dedicated Citigold Relationship Manager puts you and your needs at the core of the Gold Conversation. Your Relationship Manager will have an in depth conversation to understand your current financial position, goals and needs, to determine the suitable investment portfolio for you.
Build your Wealth Portfolio
As a Citigold client, you are assigned a Relationship Manager who is your personal financial consultant, to help you get the most out of your Citigold Relationship. All Citigold Relationship Managers are selected based on financial advisory, investment knowledge and dedication.
Determining accessible cash and savings required for future expenses—considering children's education, investments, retirement, or personal ambitions.
Developing an investment strategy to achieve your short, medium and long-term goals that should be based on current and future financial decisions yet to be made.
Guiding you to establish your risk profile based on diverse criteria's, which would influence your potential returns, as well as the protection of your capital.
How diversified is your investment portfolio?
Over time, it is inevitable that both your personal circumstances and market conditions will change. This is why your Relationship Manager will conduct regular reviews of your investment portfolio to ensure that your plans remain firmly on track.
Concentrated positions may entail greater risks than a diversified approach to securities and issuers. It therefore is important that you carefully review your entire investment portfolio to ensure that it meets your investment goals and is within your risk tolerance, including your objectives for investments diversification.
Invest across the globe
Looking for professional investment advisory services? Whether you're looking for a truly global investment strategy or insights into the latest market developments, The Citigold Client Advisory Group is your wealth management advisor who will help you tap into wealth building opportunities from around the world.
Investment products are not bank deposits or obligations or guaranteed by Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries unless specifically stated. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Citibank Terms and Conditions apply, are subject to change and are available upon request. For the current Terms and Conditions, please visit our website www.citibank.ae. All offers are made available on a best-effort basis and at the sole discretion of Citibank, N.A. Citibank, N.A. makes no warranties and assumes no liability or responsibility with respect to the products and services provided by partner(s)/other entity(ies). By inquiring about our services, offers or products, you will be authorizing our representatives to approach you on your contact details including your telephone/mobile number.
This website does not constitute any offer or solicitation to buy or sell. Investors should refer to the relevant offering document(s) for detailed information and applicable terms & conditions prior to subscription. Investment products are not bank deposits or obligations or guaranteed by Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries unless specifically stated. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Past performance is not indicative of future results: prices can go up or down. Investors investing in investments and/or treasury products denominated in foreign (non-local) currency should be aware of the risk of exchange rate fluctuations that may cause loss of principal when foreign currency is converted to the investors home currency. Investment and Treasury products are not available to U.S. persons. All applications for investments and treasury products are subject to Terms and Conditions of the individual investment and Treasury products. Customer understands that it is his/her responsibility to seek legal and/or tax advice regarding the legal and tax consequences of his/her investment transactions. If customer changes residence, citizenship, nationality, or place of work, it is his/her responsibility to understand how his/her investment transactions are affected by such change and comply with all applicable laws and regulations as and when such becomes applicable. Customer understands that Citibank does not provide legal and/or tax advise and are not responsible for advising him/her on the laws pertaining to his/her transaction. Citibank UAE does not provide continuous monitoring of existing customer holdings.
Citibank, N.A. - UAE Branch is licensed by the Central Bank of the UAE as a branch of a foreign bank.
Citibank N.A. UAE is licensed with UAE Securities and Commodities Authority (“SCA”) to undertake the financial activity as a Promoter under license number 602003’.