Here at Citi Global Group, we believe that every client is different, and each one has a unique set of personal circumstances and life goals, which ultimately dictate your financial objectives. We understand that accumulating wealth and preserving it in order to secure the financial future of you and your loved ones is of vital importance to our clients. We also understand that your financial portfolio is at the core of your wealth management strategy, and we are here to help you to structure the perfect portfolio tailor-made to your needs.
Your wealth management portfolio does not only include any investments that you may make, but will also consist of your insurance and pension needs, your estate-planning, and any offshore incorporation you may choose to protect your assets from any tax burdens. We would always encourage our clients to take a long-term view of your wealth planning, in order to ensure that you are protected from any negative changes in your personal circumstances, or any unforeseen eventualities that may befall you.
We will:
- Consult with you to understand your life goals and financial objectives.
- Identify your financial parameters, risk tolerance and investment horizon.
- Guide you on how to build your portfolio with the right asset allocation.
- Advise and guide you on your pension needs and your insurance options.
- Advise and guide you on how to set up your estate planning.
- Explain how offshore jurisdictions can help to mitigate your tax burden.
Please contact us for a free consultation with one of our Portfolio Managers
Our Services
“We take the time to get to know our clients in order to build long-term relationships based on honesty and trust”
Douglas McGovern • Chief Executive Officer
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