Relationship managers and investment specialists
At Citigold Private Client, your dedicated senior banker leads an experienced group of specialists. These include research analysts, and business bankers, who are all located on-site.
Your Citigold Private Client Relationship Manager is a hand-picked and experienced Citi banker, trained and certified to high standards. Your relationship team also includes an assigned Portfolio Counselor who can offer you access to a wide range of equity-related knowledge and research and to equity markets globally.
Through direct discussions with you, our experienced relationship team will gain a thorough understanding of your financial objectives and ensure that the advice and recommendations are tailored to your individual portfolio strategy.
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