YOUR WEALTH PORTFOLIO IS IN GOOD HANDS

Entrepreneurs need to focus as they drive their business to greater success. Citigold Private Client can help such customers unburden themselves of concerns regarding the performance of their portfolios, leaving them with greater energy and time to run their business. Exclusively crafted to serve high net worth individuals with at least S$1,500,000 in Assets Under Management, Citigold Private Client has been helping such customers in Singapore to manage and preserve their wealth. It all starts with an understanding that everyone views wealth differently. Citigold Private Client provides a dedicated senior Relationship Manager (RM) who will examine the customers’ needs and then help them align their resources, define their wealth goals, and create a personalized strategy to achieve them. Senior specialists with expertise in investment, insurance, treasury, and mortgage support the RMs with insights and advice that are necessary in drawing up a customized wealth management plan that fits the customer’s needs, goals, and risk appetite. Drawing on unmatched global perspective and insights from Citi’s team of global analysts, Citigold Private Client customers are provided with timely updates on crucial market developments, keeping them well-informed and well-positioned to make significant decisions pertaining to their portfolio. The newly launched Citi Market Watch, a video series of bite-sized, localized content, is an example of how Citi continues to bring clients up to speed on the latest market news and trends. The Wrap Programme, a first-of-its-kind pricing model available only to Citigold Private Client customers, also appeals to entrepreneurs like Poh. The Wrap Programme charges a single fee based on the market value of the assets held, regardless of how often the customer trades, and allows them to make a more agile approach towards investing without worrying about additional transaction charges. Besides potential savings, the Auto Sweep Facility also helps customers optimize their returns by transferring idle cash balances into money-market funds that invest in highly liquid, near-term instruments. Entrepreneurs like Poh have good reason to keep their eyes on their business. Knowing that their portfolio is in good hands, they can focus their undivided attention on driving their business on the path to success. Discover bespoke banking at its finest. Find the ideal fit for your wealth goals and let our specialists spot opportunities for you. Receive a welcome gift of up to S$29,256* when you start a Citigold Private Client relationship. For more information, please scan the QR code. *Terms and conditions apply.