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Our worldwide reach and local knowledge enables us to partner with professional advisors to serve their clients, however complex and international their needs.
Sarah is a Jersey-based trustee whose client has recently inherited a $500m portfolio dominated by a shareholding in the company founded by his late father.
One of our investment counselors works closely with Sarah to gain a full understanding of the trust’s requirements.
Our Global Investment Lab carries out a detailed analysis of the existing portfolio and the client’s overall wealth and suggests to Sarah a tailored diversification strategy.
Sarah then appoints our discretionary managers to build a wholly customized portfolio of equities and bonds to meet the trust’s investment objectives.
Sarah’s client also wishes to invest directly in a business, so we provide financing for the venture using the customized portfolio as collateral.
All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.
Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.
The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.