In less than one hour, Citigold clients can look forward to being briefed on the performance of a variety of investment instruments and economic sectors. "We spend considerable resources on financial research around the world, and our economic briefings present us the opportunity to share that wealth of information with our clients," related Judith Go, Wealth Management Director for Citibank Phils.
On Jan. 23, Citigold is flying in Lim Ai Meun, Head of Research Communications for the Investments Business, Citibank Asia Pacific, from its regional headquarters in Singapore to speak with clients on what to expect from global markets in 2007.
According to Lim: "As we look forward into 2007, we want to ensure that our clients are positioned for both the opportunities and risks that our analysts foresee. It is not enough to seek returns at any cost. Good wealth management services focus on how to help their clients take advantage of opportunities within defined volatility limits."
Starting Feb. 1, key officers of Citigroup and Citibank in the Philippines will be visiting its different branches around the country to continue the economic dialogue with customers – presenting Citibank’s 2007 Market Outlook and helping Citigold customers make informed investment decisions for the coming year.
Apart from invitations to exclusive economic briefings, Citigold clients also enjoy access to a wealth management team, composed of a Citigold Relationship Manager who together with an Investment Specialist will help clients select among a global array of services, a Citigold Associate to facilitate banking transactions and a Citigold Phone Executive on call 24 hours a day, seven days a week.
The Citigold Wealth Planner, a proprietary software that can help users create a personalized financial plan based on his investible assets, investment objectives and risk profile, is also exclusive to Citigold clients. A regular Portfolio Review also allow Citigold clients to remain in touch with the market situation, and adjust asset allocation if needed.
"Not too many people realize the importance of investments. In a nutshell, investment is a long-term approach to generating income and can contribute enormously to one’s overall financial plan. Although riskier than cash and deposits, investments have relatively higher potential return," maintained Go.
"The Annual Outlook as well as periodic briefings and portfolio reviews we conduct for clients present them a venue to understand investments and the risks and rewards these offers. We also take the opportunity to share investments insights – on why they need to take a long-term view for their core investments, aligning these to their personal goals and the importance of developing the right portfolio mix," added Go.
Citibank Phils. Binondo will host an economic briefing for clients on Feb. 1, followed by a week-long celebration to mark its 11th anniversary featuring a dragon dance presentation and dimsum and tea party with Feng Shui consultation, among others.
Citibank Phils. Greenhills will have its 2007 Market Outlook talk on Feb. 9, followed by Citibank Phils. Libis on Feb. 13, Citibank Phils. Alabang on Feb. 16, and Citibank Phils. Makati on Feb. 19.
For more information, call 894-7614 or visit the Citibank Phils. branch nearest you.