To learn about CGMI and Citi Advisory investment business, as well as our relationship with you, please review our Form Client Relationship Summary. Notice at Collection | CA Privacy Hub | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate Neither Citigroup nor any of its affiliates provides tax or legal advice. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. Outside the U.S., investment products and services are provided by other Citigroup affiliates. If you like Citi®, consider Citigold Private Client, which offers a white-glove service for banking, investing, and financial guidance. In fairness, other private banks on this list offer similar benefits for long-term wealth planning. are affiliated companies under the common control of Citigroup. The private wealth management services can also make estate planning more manageable. Engage with your dedicated Relationship Manager and Citi’s team of product specialists in this lush indoor conservatory. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. What’s premier banking with access to a premium banking lounge Citi’s new wealth hub at Orchard Road for Citigold and Citigold Private Clients spans 30,000 square feet across four floors. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. With S1,500,000 New Funds, deposits S500,000 in a Citi Wealth First Account maintains the Citigold Private Client relationship and AUM for 12 months, is an existing / new primary Citi Credit Card holder, spends S250 monthly on your Citibank Debit Mastercard, invest and insure with S500,000 both respectively, save S3,000 monthly, completes a goal setting. Not all products and services are provided by all affiliates or are available at all locations. They will also be able to use the firm’s services via its Citigold Private Client service. People who qualify for this program can have access to a wealth advisor, a relationship manager, and a team of financial specialists. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Citigroup offers specialized services for clients under its Citi Private Client program. MAY LOSE VALUE.Ĭiti Private Bank is a business of Citigroup Inc. With the Citi Wealth First Account, you can earn up to.