What's your long-term wealth plan?

We have a distinctive approach to customizing a mix of asset classes for you.

Access to experts and investments for building your legacy

February 16, 2020・2 mins

DAVID BAILIN
CHIEF INVESTMENT OFFICER
GLOBAL WEALTH MANAGEMENT

When establishing a plan to build your legacy, understanding and creating your ideal asset allocation is a crucial first step. We look across all of your assets to help you establish a suitable mix of asset classes to pursue your risk-adjusted return goals. By assembling an appropriate mix of equities, fixed income, cash, and other asset classes, you can potentially enhance your core portfolio’s returns and help manage risk.


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DAVID BAILIN
CHIEF INVESTMENT OFFICER
Access a world of opportunities with Citi Private Bank

We will work as your partner and guide to preserve and grow your wealth.

This begins by customizing a long-term investment plan for you. We then suggest ideas to implement your plan through access to private and public assets as well as services like equity refinancing.

We will guide you as you explore opportunities in Asia and worldwide. 

Your ambitions are our priority.

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OPPORTUNITY

Investment strategy

Adaptive Valuation Strategies is our distinctive approach to strategic asset allocation. We use it to customize a long-term plan based on your needs and preferences.

Why partner with us
Access to experts & investments for building your legacy

Adaptive Valuation Strategies (AVS) is Citi Private Bank’s own distinctive strategic asset allocation methodology, which is built upon key principles from our Investment Philosophy. AVS’s aim is to maximize your returns given the amount of risk you are willing to take. Our investment process therefore begins by gaining an understanding of your return goals, risk tolerance, and your liquidity, geographic, and currency preferences. We then customize a long-term plan – or strategic asset allocation – to pursue your goals. AVS has five levels of strategic asset allocation according to how much risk you are willing to take on.

Having established an appropriate long-term plan for you, we make tactical adjustments to it, based on the outlook for the next 12 to 18 months. We can then implement your allocation by building you a core portfolio, using strategies from our own discretionary managers and third-party managers, as well as capital markets strategies.

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