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
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.