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Your Private Banker is dedicated to understanding your needs and helping you meet your goals.
If you are a more active investor or have especially sophisticated requirements, an Investment Counselor can work alongside your banker. Together, this relationship team brings you the insights and strategies that are well suited to help meet your needs.
We work closely with you and your other advisors to understand your objectives and identify the options open to you.
Your Private Banker can help connect you to the full range of services from Citi.
As well as investments, your Private Banker provides you access to financing, banking, and our many specialized services, and can introduce you to our corporate and investment banking units if you require.
An investment counselor can give you additional perspectives into investments and your asset allocation.
With fifty locations across four continents, we seek to serve you wherever you have financial needs.
If you wish to invest, borrow or access services outside your home region, our relationship teams worldwide work together for you.
You can therefore enjoy also dedicated service from relationship teams in the other regions of choice.