Elite bank­ing

Lawrence Lam high­lights Cit­igold Pri­vate Client’s com­pre­hen­sive suite of wealth coun­selling ser­vices, which are tai­lored to the needs of the af­flu­ent in Hong Kong

Hong Kong Tatler - - Tatler Focus Citigold Private Client -

TRUSTED AD­VISER For cus­tomers who have in­vest­ment ex­pe­ri­ence and who en­joy tak­ing an ac­tive role in manag­ing their own wealth, Cit­igold Pri­vate Client’s spe­cial­ist team and their sea­soned and ex­pe­ri­enced bankers can act as a trusted ad­viser. The team can fur­ther en­hance the cus­tomer’s cur­rent port­fo­lio, point­ing out rel­e­vant risk and op­por­tu­nity he or she might not be aware of.

One such client had a port­fo­lio that fo­cused heav­ily on in­vest­ments in Hong Kong and main­land China. The team at Cit­igold Pri­vate Client sug­gested he di­ver­sify his port­fo­lio to mit­i­gate the risk and alerted the client to a mu­tual fund that was per­form­ing poorly.

“Cit­igold Pri­vate Client un­der­stands that manag­ing a di­verse port­fo­lio can be chal­leng­ing even for so­phis­ti­cated in­vestors, and works with cus­tomers to give them the tools they need to help them achieve their goals as ef­fi­ciently as pos­si­ble,” says Lam. “In this case, the cus­tomer fi­nally went from self-directed in­vest­ing to del­e­gat­ing more of the de­ci­sions to our spe­cial­ist team, be­cause we have suc­cess­fully de­vel­oped a re­la­tion­ship of trust with him.”

TAI­LORED SER­VICE Go­ing the ex­tra mile for clients with spe­cific needs is a hall­mark of the Cit­igold Pri­vate Client ser­vice. When nec­es­sary, the bank may con­nect clients to ex­ter­nal pro­fes­sion­als who are part of their net­work and, in cer­tain spe­cial cir­cum­stances, the bankers will even fly out to meet clients for fi­nan­cial con­sul­ta­tion. Says Lam, “We of­fer a high level of ded­i­cated per­sonal at­ten­tion and pro­vide tai­lored ser­vices for our clients.”

EX­CLU­SIVE EX­PE­RI­ENCES Cit­igold Pri­vate Client also takes pride in of­fer­ing a se­ries of life-en­rich­ing events, some of which are aimed at en­hanc­ing the fi­nan­cial knowl­edge of its cus­tomers, while oth­ers are leisure events that of­fer prime net­work­ing op­por­tu­ni­ties. The Citi Hong Kong Gold Cup 2017 was one re­cent ex­am­ple, at­tended by more than 230 guests. Cit­igold Pri­vate Client also or­gan­ises golf­ing and wine-tast­ing events, en­abling its clients to meet peo­ple with sim­i­lar in­ter­ests.

From holis­tic port­fo­lio ad­vice and seam­less e-ser­vices to one-of-a-kind ex­pe­ri­ences, Cit­igold Pri­vate Client builds its of­fer­ing around the spe­cific needs of each and ev­ery cus­tomer, putting them in a class of their own, and pro­vid­ing them with ac­cess to an un­ri­valled range of prod­ucts and ded­i­ca­tion to ser­vice.

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