Investing for the long term is a key part of wealth management and Mutual Funds are a popular way to participate in the markets.
Whether you want to preserve your wealth and help protect against inflation or grow your money for specific goals, a Mutual Fund could potentially be an investment for you. As a Citigold Private Client, you could choose over 98 funds from over 40 leading fund management houses to meet all your international investing needs.
A Mutual Fund is a pooled investment, meaning that your money is added to that of other investors, allowing the fund to invest more diversely, helping to spread the risk across different investments.
These can include different sectors, countries, or types of investments, and Mutual Funds offer an easy way to access markets. Transaction costs are shared between investors in the fund.
At Citigold Private Client we recognize that clients want the ability to invest in a type of investment that suits their individual needs. Whether you want to limit your risk exposure, or gain access to funds that offer growth potential, there may be a fund for you.
With a Citigold Private Client Swiss Account you will have access to a wide range of Mutual Funds backed up by the Citi Private Bank research driven recommendation model, to help you choose the most suitable funds based on qualitative and quantitative parameters.
Our partnership with Citi Private Bank will give you unique access to over 40 leading fund management companies with over 98 global Mutual funds across all sectors and assets classes.
When it comes to choosing a Mutual Fund you are not alone.
By investing through a Citigold Private Client Swiss account you will have unique access to Citi’s global research-based investment processes, with a thoroughly researched approach to manager selection to find the most compelling investment choices for our clients. Citi’s researchers scour the ranks of top-tier managers to offer our clients the most suitable equity and fixed income investments. This comprehensive approach is augmented by Citi’s on-the-ground presence in over 100 countries worldwide. Access to these resources allows us to leverage our global network and economies of scale to serve the needs of our clients.
At Citigold Private Client we strive to provide a high level of client service levels and our Citigold Private Client Relationship Managers are all investment experts, on hand to help you choose an investment strategy that suits your needs.
Because there are so many available funds, you can tailor your investment portfolio to suit your individual needs by choosing funds that exactly meet your criteria. Our wealth management service provided by your Citigold Private Client Relationship Manager will help you every step of the way.
Mutual Funds are investment products and can be subject to sudden and large falls in value that could equal the amount invested.
Buy or sell Mutual Funds by contacting your Citigold Private Client Relationship Manager.
Investments in Mutual Funds should be considered as medium to long-term investments. Investments in smaller companies may involve a higher degree of risk, as share prices in this sector are significantly more volatile than those of large cap stocks. Investments in emerging markets may involve a higher degree of risk due to political and economic instability and underdeveloped markets and systems. Investment products denominated in non-local currency may be subject to risk of exchange rate fluctuations, which could result in loss of principal if converted back to your home currency. Citigold Private Client allows you to choose Mutual Funds that fit your risk profile, your financial goals, preferences and your portfolio. Your Citigold Private Client Relationship Manager will work with you, offering expert advice to help you find the funds that match your preferences.
This product is available through our London, Jersey, and Swiss booking centres.
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