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While concentrated stakes can contribute significantly to the accumulation of wealth, they can also help diminish significantly it, if not managed carefully.
Ana Jiménez has inherited a portfolio dominated by a $300 million holding in a company founded by her late husband in their native Mexico.
Mrs Jiménez is concerned that her wealth is too concentrated and illiquid, so her Investment Counselor suggests our portfolio specialists perform a detailed analysis. The Global Investment Lab reviews her entire wealth, across all custodians and providers, and highlights her risk exposures, including some she had not been aware of.
Mrs Jiménez is offered several possibilities to address her concentrated shareholding and she decides to sell down half of the position with the help of Citi’s Investment Bank.
The Global Investment Lab suggests a new asset allocation based on her objectives and works with her private banking team to implement it.
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.