Citi pioneered wealth management in the Philippines in the 1990s, and remains the choice bank among high net worth individuals.

Experience the gold standard in wealth management with Citi
(The Philippine Star) - August 2, 2015 - 10:00am

MANILA, Philippines - Asia is widely acknowledged today as the fastest growing region in the world.

Against this backdrop, it comes as no surprise that the region’s wealthiest are increasing their net worth, even as we see the rise of emerging affluent consumers.  Between the old and new wealth, the demand for and among wealth managers has reached fever-pitch.

“At Citi, we take pride in being able to provide a broad range of investment options to our clients that meet their needs.  This is done through Citigold which is the premier wealth management offering in our retail branches,” declared Aftab Ahmed, CEO of Citi Philippines. 

In Asia, with 430 branches across 12 countries, Citi leads the pack with $225 billion assets under management.  In the next five years, Citi expects to double the number of its wealth-management clients in Asia to one million, as the bank seeks to capitalize on the growing affluence in the region.

“Philippines is a very important market for Citi and one to which we are highly committed.  We were the pioneers in providing wealth management to retail branch customers in the country.  Our commitment continues to be one of delivering best-in-class products and services,” said Ahmed. 

Pillars of wealth service

Clients of the exclusive wealth management service get to enjoy world-class banking experience through Citigold’s five pillars: dedicated wealth management experts, wealth management tools and financial insights, access to world-class products, exclusive privileges and priority services, and global banking which allows Citigold clients to enjoy worldwide access and banking convenience wherever they are.

Even with your hectic schedule, you get to stay on top of your investments. Thanks to your dedicated wealth management experts, composed of a relationship manager, an investment specialist, and a service relationship manager.

These experts will help you throughout your financial goals by furnishing you with personalized services, information and analysis on global economies, financial markets, and innovative products to help you make better investment decisions.

Speaking to Citigold clients at recent events designed to share updated market outlook and new investment options, Ahmed explained, “Through Citigold and our strong team of relationship managers, we provide you with  a broad range of investment options and the opportunity to make investments in keeping with your risk appetite.”

New to Citigold?  Initially, your Citigold Wealth Management experts will guide you through your financial planning, helping you understand your priorities to be able to achieve your personal goals for different stages of your life.

Your portfolio will then be evaluated depending on the analysis of your profile and your risk appetite, providing you ease in deciding which appropriate product mix and investment strategy will be suited for you.

Through Citigold’s wealth planning, you get to have access to a wide array of deposit and wealth management products, as well as preferential rates on foreign exchange transactions and service fees.

Citi also holds market briefings and events, exclusive for Citigold clients.

Citigold provides you with wealth management tools and keeps you up-to-date on market trends to help you create the appropriate financial strategy based on your needs and objectives.  As a Citigold client, you will have access to Gold Standard Portfolio Review with Wealth Management experts, market perspectives and insights from Citi’s global research and analyst teams.

As a Citigold client, you are entitled to global banking privileges allowing you to enjoy Citigold status not only in the Philippines but also in other countries where Citi is present in — whether you travel often, invest globally or plan to relocate.

Need to send money wherever you are? You can make cash transfers online with waived fees for up to $50,000 through Citibank Global Transfer (CGT). 

Rewards you deserve

Recently, Citi launched a campaign, “Rewards you Deserve,” that will run until August 19 to invite the country’s high net-worth individuals to experience a truly global banking experience tailored to one’s needs.

To start a Citigold partnership, a new client must deposit at least P4 million or its foreign currency equivalent.

The same client must also be a successful first-time applicant of an investment brokerage account with Citicorp Financial Services and Insurance Brokerage Philippines Inc. in order to be eligible.

With the “Rewards you Deserve” campaign, new Citigold clients will be welcomed with lifestyle, dining and travel gifts which become grander depending on the amount of one’s opening balance.

For deposit of between P4 million and P10 million, clients will be rewarded with any one of the following: one round-trip voucher from Manila to Palawan, Boracay or Cebu via Philippine Airlines (PAL), a 55-cm Samsonite Foamlite luggage, a dinner buffet for two at Edsa Shangri-la Manila’s HEAT, Edsa Shangri-la with one round of iced tea, or a dinner for two at Marco Polo Cebu plus cocktails at the Blu Bar.  

Initial deposits between P10 million and P25 million will entitle clients to have a choice of one roundtrip voucher from Manila to Bangkok, Singapore or Hong Kong via PAL, an overnight stay for two at the Edsa Shangri-La’s Tower Wing Deluxe room with buffet breakfast at HEAT, an overnight stay at a Marco Polo Cebu junior suite with free buffet breakfast in Café Marco and set dinner for two at El Viento, or a 66-cm Samsonite Sigma Hard Case luggage.

And opening a primary balance of P25 million or higher will allow new clients to indulge in wanderlust with either one round-trip voucher from Manila to Australia or Dubai,  or trip for two persons from Manila to Japan or a 77-cm Limbo multi-wheel luggage from Rimowa.

They can also pick the coolest gadgets in town, including an iPhone 6 16GB, an iPad Air 2 64GB with Wi-fi, or a 128GB iPad Mini 3 with Wi-fi. 

If you’re a truly wise investor, you’ll know this is the best wealth deal in town.

For more information, visit the Citi branch nearest you or call 995-9999 for more details.

 

ACIRC CITI CITIGOLD CLIENTS EDSA SHANGRI MANAGEMENT MARCO POLO CEBU NBSP ONE THROUGH CITIGOLD WEALTH
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