Five Questions

We Want to Get to Know You as Well as Possible

The CitiGold Wealth Management process is based on an individual approach to the client. Therefore, in the early stages of this process your personal banker will discuss and specify your financial goals and means of achieving them with you.

During this discussion, you will focus on five key areas:

  1. What phase of life are you in right now?
    Your financial needs and goals change over time.
  2. What are your investment goals?
    We will help you determine what you expect from your money.
  3. What is your investment horizon?
    We will ask you how long you want to invest your money.
  4. What is your attitude to risk?
    Your personal banker will help you identify your risk tolerance.
  5. What is the total sum you would like to invest?
    You can rely on your personal banker´s absolute discretion.
CITIGOLD wealth management