Wealth Management Connect
Get ready for
cross-boundary opportunities

Wealth Management Connect Get ready for cross-boundary opportunities

Citibank’s award-winning teams will use their extensive experience to strengthen your portfolio with cross-boundary investments. With a presence in over 160 countries, we offer in-depth global market analyses and deep insights to help you tap into the Greater Bay Area’s tremendous potential.

Southbound Wealth
Management Connect

Southbound Wealth Management Connect – Residents of one of the 9 cities^ in the Greater Bay Area can open a designated investment account and invest in eligible products distributed by Citibank in Hong Kong.

About Citibank

Citibank opened its first office in Hong Kong in 1902. Today, we are one of the largest foreign financial institutions in Hong Kong. Our Global Consumer Banking offers you a complete range of world-class financial products and services through our retail branches in Hong Kong and through our digital platforms. We help you tap into more opportunities in the Greater Bay Area while offering you deeper understanding, wider choice and higher status.

Northbound Wealth
Management Connect

Northbound Wealth Management Connect – If you are a resident of Hong Kong, you can open a designated investment account with China Guangfa Bank and invest in eligible products distributed by China Guangfa Bank.

About China Guangfa Bank

Since being established in Guangzhou in 1988, China Guangfa Bank (CGB) has helped clients in the Greater Bay Area and Mainland China achieve their financial goals. Over the past 30 years, CGB has continually expanded its network. As the only national joint-stock commercial bank headquartered in Guangzhou, the Greater Bay Area’s core city, CGB has branches in all 9 cities of the Greater Bay Area, Hong Kong and Macau, with extensive plans for expansion. The partnership between Citibank and CGB will deliver more convenience and unparalleled advantages to clients.

^ The 9 cities include Guangzhou, Shenzhen, Zhuhai, Foshan, Huizhou, Dongguan, Zhongshan, Jiangmen and Zhaoqing

Citibank and China Guangfa Bank—your partners for greater prosperity

To help you seize opportunities on the Mainland and around the world, Citibank has partnered
with China Guangfa Bank—a leading bank in the Greater Bay Area. Through this strategic
partnership, you have access to a host of exceptional cross-border wealth management solutions.

Key Features of Wealth Management Connect

China – Hong Kong Wealth Management

Helps you seize opportunities in Mainland China as well as cities around the world.

Closed-Loop Remittance

Under the scheme, cross-boundary remittance will be conducted and managed in a closed loop. By bundling designated remittance and investment accounts, relevant funds can only be used to invest in eligible investment products.

Remittance Currency

Cross-boundary remittance will be carried out in Renminbi (RMB), with currency conversions conducted in the offshore market.

Wealth Management Connect individual quota will be uplifted from RMB 1 million to RMB 3 million effective from Apr 30, 2024.