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Citigold Private Client. A Wealth of Opportunity.

Welcome to Citigold Private Client — an elevated financial relationship that provides a higher level of service and wealth management.

Explore the Benefits of Citigold Private Client

Market Insights: Stay up to date on current market conditions and insights from Citi Personal Wealth Management. Learn More

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Wealth Team

As a Citigold Private Client you have a Wealth Team that is dedicated to your success, including a Citi Personal Wealth Management Wealth Advisor, a Citigold Private Client Relationship Manager, financial specialists, and service teams.

Learn More on Wealth Team
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Advanced Wealth Planning

Your financial needs may be complex, but planning for them doesn’t have to be. You have access to advanced planning strategies, trust services, high-net-worth services, premier investment products and insights.

Learn More on Advanced Wealth Planning
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Premier Investing Services

Access an expansive collection of exclusive investment opportunities, products, services, resources, and insights. Citi has investment reach across global markets, while also providing opportunities for individualized customization.

Learn More on Premier Investing Services
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Premier Banking

Enjoy day-to-day conveniences like higher ATM withdrawal limits and waived fees, and longer-term considerations, such as how cash management fits into a detailed financial plan.

Learn More on Premier Banking
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Credit Cards

Citi offers a wide array of credit card options. Choose the features that matter most to you, including travel benefits, rewards points, and more.

Learn More on Credit Cards
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Benefits & Privileges

Whether you’re seeking adventure or want a quiet moment to step outside of your day-to-day, your Citigold Private Client relationship can take you places.

Learn More on Benefits and Privileges

What is a Wealth of Opportunity?

The freedom to pursue new options and possibilities, the ability to pivot, and a focus on what is most meaningful.

  • Stories inspired by Citigold Private Clients

    Our parents worked hard to achieve their success, and provide us with a comfortable lifestyle that they themselves did not have ... comfortable lifestyle that they themselves did not have growing up. To pay it forward, we’re setting up a scholarship fund at our alma mater, to honor our parents’ legacy while helping others pursue the path to success.

    Stories for illustrative purposes only.

    Stories for illustrative purposes only.
  • Stories inspired by Citigold Private Clients

    My wife and I just bought a new home and have our first baby on the way. We know that we’re well off financially, but that’s a lot ... way. We know that we’re well off financially, but that’s a lot of change at once, and we want to ensure we’ve protected our estate. It’s been great knowing that we can cover our home buying, banking, financial planning, and estate planning needs through Citigold Private Client, with the ongoing support of our team.

    Stories for illustrative purposes only.

    Stories for illustrative purposes only.
  • Stories inspired by Citigold Private Clients

    I’m retired, and this gives me the opportunity to support a lot of causes I care about. I can be at a gala fundraiser one night and ... causes I care about. I can be at a gala fundraiser one night and then a volunteer at a community garden the next day. On the financial side, my Wealth Advisor helped me develop a charitable giving plan that creates tax efficiencies for my portfolio while benefiting organizations that are important to me.

    Stories for illustrative purposes only.

    Stories for illustrative purposes only.
  • Stories inspired by Citigold Private Clients

    With my first child, I wasn’t sure how the cost of college would impact my own retirement. Then I met my Wealth Team, and ... own retirement. Then I met my Wealth Team, and they pointed out some trusts and other strategies they could put in place to help with my overall financial picture. By the time my youngest went to college, I told her she could go wherever she wanted — we had it covered.

    Stories for illustrative purposes only.
  • Stories inspired by Citigold Private Clients

    My family is always so busy with the kids’ school and activities, our jobs, and daily life. We decided to take a spur of the moment trip ... and daily life. We decided to take a spur of the moment trip to Europe to spend some family time together. I really appreciated the financial freedom to be spontaneous. On top of that, I was also able to leverage many of Citi’s travel benefits to make the trip even more memorable.

    Stories for illustrative purposes only.

    Stories for illustrative purposes only.

A Wealth of Knowledge at Your Fingertips

Citigold Private Clients have access to perspectives backed by extensive market knowledge and intellectual capital. Citi’s top strategists provide timely insights on the economy and the markets through monthly Market Snapshots and client communications, webcasts and events.

MARKET OUTLOOK
Traveling to the Post-COVID World: New Portfolios for a New Economy

We are delighted to share with you the Citi Private Bank Mid-Year Outlook 2021, which presents their expectations for the global economy ...

Learn More on Traveling to the Post-COVID World: New Portfolios for a New Economy

WEBCAST
2021 Mid-Year Outlook on U.S. Markets

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica ...

Date: Thursday, June 17, 2021
1:00 PM – 2:00 PM EST

Register Now for the 2021 Mid-Year Outlook

MONTHLY MARKET SNAPSHOT
Investors Bought In May

The old market adage of "Sell in May and Go Away," did not happen. To the contrary, global equities actually rose 1.4% in the month. In the ...

Learn More on Investors Bought In May

2020 Market Outlook: Back to the Future (Video 9:31)

Ready to Learn More?

Call: 1-888-500-5008   |   Speech or Hearing Impaired Customers Dial: 711
Existing Citi Customers: Sign On to Contact your Wealth Team

Kiplinger’s Best Banking Award for 2017, 2018, 2019 & 2020

Kiplinger’s Best Banks 2017, 2018, 2019 & 2020*
Citibank: Citigold Package
Best “High-Net-Worth Families Bank”
four years running.

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INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200. | Speech or Hearing Impaired Customers Dial: 711

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

As a Citigold Private Client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Private Client Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

* From Kiplinger's Personal Finance. © 2020 The Kiplinger Washington Editors. All rights reserved. Used under license. Learn more about Kiplinger Award

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