Properties (61)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:established |
2000
|
| gptkbp:has |
Financial Advisors
Investment Portfolios Client Education Programs Client Relationship Managers Investment Committees Investment Performance Reporting Client Satisfaction Surveys Investment Policy Statements Client Feedback Mechanisms Client Onboarding Process Client Retention Programs Investment_Strategies Risk_Management_Services Wealth_Management_Technology |
| gptkbp:has_a_focus_on |
Personalized_Wealth_Solutions
|
| gptkbp:headquarteredIn |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Citi Wealth Advisors
|
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission_(SEC)
gptkb:Financial_Industry_Regulatory_Authority_(FINRA) |
| gptkbp:is_involved_in |
Community Engagement
Investment Education |
| gptkbp:is_known_for |
Diverse Investment Options
Long-Term Client Relationships Client-Centric_Approach Innovative_Financial_Solutions |
| gptkbp:is_part_of |
Citi Private Client
Citi Global Wealth |
| gptkbp:is_recognized_for |
Industry Awards
|
| gptkbp:offers |
Retirement Accounts
Alternative Investments Sustainable Investment Options Real Estate Investment Services Comprehensive Wealth Management Family_Office_Services Financial_Literacy_Resources Financial_Planning_Services Investment_Management_Services Wealth_Transfer_Strategies Philanthropic_Advisory_Services Customized_Investment_Solutions Tax-Advantaged_Investments |
| gptkbp:operates |
Globally
|
| gptkbp:partOf |
Citi Group
|
| gptkbp:provides |
Estate Planning
Investment Research Retirement Planning Market Analysis Insurance Solutions Financial Risk Assessment Wealth Accumulation Strategies Financial Market Insights Cash_Management_Services Investment_Advisory_Services Liquidity_Management Tax_Planning_Services Financial_Wellness_Programs |
| gptkbp:serves |
High Net Worth Individuals
|
| gptkbp:subsidiary |
gptkb:Citigroup_Inc.
|
| gptkbp:utilizes |
Market Research
|