Citibank uses cookies on this website to give you a better browsing experience. By continuing to browse the site, you are agreeing to our privacy policy and our use of cookies. Please read our Privacy Policy at citibank.hk/privacye to learn more.

Wealth Advisory

Support you at every step of your wealth journey

Financial analysis provided to Citigold Private Client

PORTFOLIO MANAGEMENT

Analyze your portfolio from every angle with a Portfolio 360° Review

Exclusive to Citigold Private Clients, Portfolio 360° Review is our unique wealth management tool which evaluates your multi-asset portfolio with 5 analysis. It does not only examine how well your portfolio performs under different risk scenarios, but also identifies potential opportunities that fit your needs. Through a better understanding of your portfolio, your Portfolio Counselor provides you with constructive advice derived from our global and institutional research and insights.

Learn More >

Portfolio 360°

  • Risk & Reward

    Designed to maximize your returns while remaining within your risk tolerance level.

  • Portfolio Stress Test

    Demonstrates potential consequences through worst-case scenario simulations.

  • Business Sensitivity

    Shows how different investments work together with your own business or equity to create optimal portfolio diversification.

  • Cash Flow Advisory

    Projects expected 12-month cash inflows from your current bond holdings, so you can plan your next move.

  • Leverage

    Visualize how purchasing power gained through leveraged lending facilities affects investment potential.

Overview of real-time investment distribution for Citigold Private Client

TOTAL WEALTH ADVISOR

Plan, monitor and manage your investments at your leisure

Total Wealth Advisor (TWA) is your one-stop destination to manage your wealth. It provides a real-time overview of your portfolio and performance analysis. You can keep track your goal status anytime and anywhere.

Skyscrapers

EQUITY RECOMMENDATION SERVICE

Market insights at your fingertips

We provide insights on high potential sectors and indicative target prices on specific stocks in multiple stock markets. Our specialists review your portfolio and make recommendations according to the latest trends and potential performance analysis.

Learn More

Insights >

Enjoy up to HK$65,300 cash rebate by joining Citigold Private Client.EmailApply Now >