Creating a financial journey can be one of the best ways to achieve your wealth goals and secure your financial future. Your wealth journey may be well defined, but using the right wealth management products can help you achieve your financial goals relatively more easily. If you want more options for managing your wealth, you may want to explore Citi Wealth Management Services UK.

List of investment products offered by Citi

Citi offers investment services and wealth management products that can be tailored to your needs. You will benefit from a dedicated Relationship Manager and a team of experts who will work closely with you to help you invest in the right financial products. To learn more about these products, you can consult them below.

Investment Funds

Investment funds, also known as mutual funds, are available in a wide range of foreign currencies and classes through which money can be invested in various industries, countries and types of products. You can diversify your risk by investing in multiple funds and access Citi’s onshore and offshore portfolio of funds to get the most out of your wealth.

Structured products

A structured product is a medium to long-term hybrid investment product consisting of a bond and an option. Some structured products can even partially protect your initial investment. Structured products can be ideal for investors who want a diversified portfolio across asset classes, sectors and geographies

Foreign exchange solutions

You can invest in multiple foreign currencies through Citi’s foreign exchange solutions. FX solutions include easy fund transfers and FX order monitoring service. You can also easily manage your investments and cash in multiple currencies on the mobile app or on the official Citi UK website.

Investment ISA

If you want to invest your money in a tax-efficient way, you can invest in Citi’s Individual Savings Account (ISA). Investment ISAs are exempt from income tax and capital gains tax, so you will not pay tax on any increase in the value of your investment or on any withdrawals you make. You may even have the option of choosing from several ISA investment funds, and you can also invest taxes by setting up a regular savings plan.

Obligations

Citi offers bonds in different currencies and coupon types. From investment grade bonds to emerging market bonds, you can buy and sell bonds with ease through Citi Online or with the help of your Relationship Manager.

Actions

You can diversify your portfolio and spread your risk with stocks. You can access multiple global financial exchanges and select the markets that match your financial needs. You can trade at your convenience through Citi Online or through your Relationship Manager.

Final thoughts

With the holistic approach and financial expertise of Citigold’s wealth management team, and by leveraging the right wealth management products, you can manage your wealth effectively. You can view the products and services and then contact Citibank to request their Wealth management services.

Disclaimer

The content reflects the views of the author of the article and does not necessarily reflect the views of Citi or its employees. Please read the products and offers on the Citi UK website for the accuracy or completeness of the information presented in the article.


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