Statements (77)
Predicate | Object |
---|---|
gptkbp:instance_of |
gptkb:financial_services
|
gptkbp:focuses_on |
client relationships
|
gptkbp:founded_in |
2000s
|
gptkbp:has |
client-centric approach
financial advisors global reach multidisciplinary teams strategic partnerships experienced professionals investment research long-term client relationships diversified investment options strong brand reputation customized investment solutions dedicated support teams dedicated wealth advisors robust compliance framework strong client retention rate |
gptkbp:headquartered_in |
gptkb:New_York_City
|
https://www.w3.org/2000/01/rdf-schema#label |
Citi Wealth Advisors
|
gptkbp:is_committed_to |
client satisfaction
|
gptkbp:is_focused_on |
financial security
wealth accumulation financial independence |
gptkbp:is_involved_in |
real estate investments
sustainable investing financial technology innovations impact investing charitable giving strategies |
gptkbp:is_known_for |
personalized service
comprehensive services trustworthy advice proactive client engagement integrated approach to wealth management |
gptkbp:is_part_of |
gptkb:Citi_Private_Client
gptkb:Citi_Global_Wealth |
gptkbp:is_recognized_for |
client-focused solutions
expertise in wealth management holistic financial planning |
gptkbp:is_regulated_by |
financial authorities
|
gptkbp:offers |
gptkb:financial_institutions
financial planning insurance solutions investment advice retirement planning risk management services estate planning financial literacy programs alternative investments financial consulting financial solutions philanthropic advisory personalized investment strategies wealth transfer strategies financial risk assessment wealth preservation strategies |
gptkbp:operates |
globally
|
gptkbp:part_of |
gptkb:Citigroup
|
gptkbp:provides |
wealth management services
financial analysis investment management market insights financial education portfolio management financial goal setting trust services financial market analysis tax optimization services investment performance reporting wealth management technology solutions |
gptkbp:serves |
high-net-worth individuals
|
gptkbp:subsidiary |
gptkb:Citigroup
|
gptkbp:targets |
affluent clients
|
gptkbp:utilizes |
investment strategies
|
gptkbp:bfsParent |
gptkb:Citi_Global_Asset_Management
gptkb:375_Park_Avenue |
gptkbp:bfsLayer |
6
|