Wealth Management Services

Providing comprehensive global wealth management solutions tailored to meet your financial goals and aspirations.

Investment Advisory Services

Expert guidance on investment strategies to maximize returns and minimize risks for your portfolio.

A collection of gold items including stacked Canadian maple leaf coins and several half-ounce fine gold bars labeled 'Credit Suisse' in protective packaging laid on a flat surface.
A collection of gold items including stacked Canadian maple leaf coins and several half-ounce fine gold bars labeled 'Credit Suisse' in protective packaging laid on a flat surface.
Financial Planning

Customized financial planning services to help you achieve your long-term financial objectives and security.

Our team offers personalized wealth strategies to enhance your financial future and build lasting wealth.

Personalized Wealth Strategies
A large stack of shiny gold bars neatly arranged on a reflective surface, creating an impression of wealth and opulence. The bars are aligned in rows, with light glinting off their polished surfaces.
A large stack of shiny gold bars neatly arranged on a reflective surface, creating an impression of wealth and opulence. The bars are aligned in rows, with light glinting off their polished surfaces.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Client Feedback

Discover how our clients value our wealth management services globally.

Citi Wealth transformed my financial future with their expert guidance and support.

John Smith
The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.
The image depicts the exterior of a UBS bank branch at night, with illuminated signage displaying the UBS logo and letters. The predominantly dark surroundings contrast with the brightly lit interior visible through the large glass windows.

New York

The personalized approach of Citi Wealth has significantly improved my investment strategy and confidence in managing my assets effectively.

People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
Emily Davis

Los Angeles

★★★★★
★★★★★
A web page from Razorpay displaying marketing content about financial services. The page includes a 3D illustration of a cube surrounded by floating labels with financial terms like 'Virtual Account' and 'Vendor Payouts'. The text encourages business growth through automated financial solutions. Navigation links for various services are visible at the top.
A web page from Razorpay displaying marketing content about financial services. The page includes a 3D illustration of a cube surrounded by floating labels with financial terms like 'Virtual Account' and 'Vendor Payouts'. The text encourages business growth through automated financial solutions. Navigation links for various services are visible at the top.
Luxury Beachfront Villa

Exclusive property with stunning ocean views available now.

1,200,000$

A tall building entrance with large yellow-framed glass doors and windows. The logo of Standard Chartered is prominently displayed above the doors. The reflection in the windows shows a blue sky with white clouds.
A tall building entrance with large yellow-framed glass doors and windows. The logo of Standard Chartered is prominently displayed above the doors. The reflection in the windows shows a blue sky with white clouds.
A modern skyscraper with the PwC logo is partially obscured by out-of-focus autumn leaves in the foreground. The building is set against a backdrop of a bright, cloudy sky.
A modern skyscraper with the PwC logo is partially obscured by out-of-focus autumn leaves in the foreground. The building is set against a backdrop of a bright, cloudy sky.
Modern City Apartment

Contemporary design in vibrant city center. Must see.

850,000$

Charming Country Estate

Beautiful home with expansive grounds and privacy guaranteed.

3,500,000$

A brick building with the Wells Fargo sign prominently displayed on the facade. A street sign for Main Street is visible in the foreground, surrounded by landscaped plants and trees. The sky is clear with a soft evening light.
A brick building with the Wells Fargo sign prominently displayed on the facade. A street sign for Main Street is visible in the foreground, surrounded by landscaped plants and trees. The sky is clear with a soft evening light.
The image features the exterior of a bank building with large signs displaying the name 'China Minsheng Bank' in both Chinese characters and in English. The design includes a logo with the initials 'S' in green and blue. The building's facade consists of reflective glass and concrete elements, with some greenery visible at the bottom.
The image features the exterior of a bank building with large signs displaying the name 'China Minsheng Bank' in both Chinese characters and in English. The design includes a logo with the initials 'S' in green and blue. The building's facade consists of reflective glass and concrete elements, with some greenery visible at the bottom.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.
A modern workspace setup featuring a smartphone with the Charles Schwab logo displayed on the screen. It rests on a light-colored table beside a cup of black coffee and a part of a laptop keyboard.
Urban Penthouse Suite

Stylish living space with panoramic city skyline views.

2,300,000$

Serene Lakeside Cabin

Ideal retreat with nature surroundings and beautiful tranquility.

400,000$

Elegant Suburban Home

Family-friendly neighborhood with amenities and spacious layout.

750,000$

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