Our List of Wealth Management Products

Investment Funds

Your Relationship Manager is there to help you devise a strategy and construct a investment plan to help you achieve your financial goals. Most of our asset management and wealth management products are available both onshore and offshore.

Structured Products

These are medium to long-term investment products where you can benefit from potentially higher returns, with the option of protecting, or partially protecting, your initial investment. Citi issues new Structured Notes monthly, from top providers.

Foreign Exchange

Our FX Solutions include straightforward transfers as well as our innovative FX Order Watch service. Your Citigold Relationship Manager can advise you on most FX matters or introduce you to one of our dedicated FX Counsellors where necessary.

Insurance Products

You can never guarantee what the future holds, so we offer a variety of ways to help protect you and your family should the unexpected happen. Your Citigold Relationship Manager can outline the financial protection product options available from our selected insurance provider, Old Mutual Wealth, such as protection in the event of death and protection in the event of critical illness.

Bonds

With Citigold, global trading is made quick and easy. You can buy and sell bonds from our extensive range of investment grade, government and emerging market bonds across 21 markets. Our bonds are available in a wide range of currencies and they are all double agency rated by S & P, Moody’s and Fitch.

Equities

Trade equities across the world, diversify your portfolio and spread your risk across a wide range of currencies, locations and markets. You will have direct access to 34 financial exchanges so you can choose the markets that suit your specific needs. Trades can be made at any time via Citi Online or via your Relationship Manager during office hours.