Citi Personal Wealth Management
GPTKB entity
Statements (60)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Wealth_Management
|
| gptkbp:focuses_on |
Client-Centric Approach
|
| gptkbp:has |
gptkb:tools
Financial Advisors Global Reach Investment Products Research and Insights Client Education Programs Client Relationship Managers Dedicated Support Teams Client Feedback Mechanisms Client Retention Strategies |
| gptkbp:headquartered_in |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Citi Personal Wealth Management
|
| gptkbp:is_available_in |
Multiple Countries
|
| gptkbp:is_committed_to |
Client Satisfaction
Ethical Practices |
| gptkbp:is_focused_on |
Long-Term Wealth Growth
|
| gptkbp:is_involved_in |
gptkb:sustainable_development
Community Engagement Programs Financial Literacy Initiatives |
| gptkbp:is_known_for |
Innovative Financial Solutions
Comprehensive Wealth Solutions Personalized Wealth Strategies Holistic Wealth Management Approach |
| gptkbp:is_part_of |
gptkb:Citi's_Global_Consumer_Banking
gptkb:Citi_Private_Client_Group Citi's Global Wealth Management Division |
| gptkbp:is_recognized_by |
Industry Awards
|
| gptkbp:is_recognized_for |
Diverse Investment Options
|
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission_(SEC)
gptkb:Financial_Industry_Regulatory_Authority_(FINRA) |
| gptkbp:offers |
gptkb:Insurance_Company
Alternative Investments Estate Planning Services Retirement Planning Services Investment Advisory Services Financial Planning Services Tax Optimization Strategies Wealth Transfer Strategies Retirement Income Planning Financial Wellness Programs Philanthropic Advisory Services Custom Investment Solutions Comprehensive Financial Reviews Investment Education Resources |
| gptkbp:part_of |
gptkb:Citi
|
| gptkbp:provides |
gptkb:Risk_Management
gptkb:Wealth_Management gptkb:investors Market Insights Portfolio Management Services Client-Centric Services Wealth Management Technology Solutions |
| gptkbp:serves |
High Net Worth Individuals
Families |
| gptkbp:subsidiary |
gptkb:Citigroup
|
| gptkbp:utilizes |
Investment Strategies
|
| gptkbp:bfsParent |
gptkb:Citi
|
| gptkbp:bfsLayer |
4
|