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We revisit the fundamental principles of asset allocation and best investment practices that have helped keep some investors among the world’s wealthiest for generations.
Go global now: diversification is powerful
By investing in a broad range of different asset classes across the world, it is possible to lower a portfolio’s risk while also potentially enhancing its returns.
Cash is not king
Over time, having large weightings to cash acts as a significant drag upon both portfolio returns and your level of wealth.
We believe the most effective form of risk mitigation over time has been global multi-asset class diversification itself.
Give your portfolio a regular check-up
Portfolios tend to drift away from the target allocation over time, while many investors accumulate a large number of small positions, both of which can dilute performance.
Download our Building great portfolios report here.