THE RIGHT PARTNER TO MEET YOUR LONG-TERM GOALS

With a steady and secure career, individuals like Jonathan Quek are poised to start succession planning.

This becomes a reality for individuals with a wealth management partner like Citigold Private Client, which has the expertise to help them work towards these goals with legacy insurance solutions.

Understanding that clients want the best for their children and giving them a head start in life, Citigold Private Client also offers the Next Generation Programme, which provides exclusive access to specially curated events and courses designed to provide client’s children with the building blocks to success.

Citigold Private Client also offers bespoke wealth advisory services to individuals like Quek who are seeking long-term stability in their wealth preservation plan. A dedicated senior Relationship Manager is assigned to each client, and supported by a team of senior specialists in investment, insurance, treasury, and mortgage. This team can provide insights from a balanced perspective, and customize a wealth management plan intricately tailored towards a client’s individual needs, goals, and risk appetite.

Drawing on strong global perspective and insights from Citi’s team of analysts, clients can obtain timely updates on crucial market developments to help them make informed decisions on their portfolio.

Citigold Private Client helps clients attain peace of mind knowing that their wealth plans and portfolio are in good hands. This assurance in turn allows them to discover and pursue what wealth really means to them.

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.