Citi Private Bank

Browser Requirement

To best view Citi Private Bank's site and for a better overall experience, please update your browser to a newer version using the links below.

How we work with you

Having recently sold his business, Paolo Lourenço has a substantial amount of cash that he wishes to invest. While keen to hold more equities outside of his native Brazil, he has concerns that the investment cycle may soon turn down.

Mr Lourenço’s relationship team review his circumstances with him in order to get a full understanding of his objectives.

Our Global Investment Lab performs an Equity diagnostic assessment of his entire wealth, including his holdings outside of Citi, and highlights ways to achieve his desired exposure.

Mr Lourenço decides to get exposure to Eurozone equities via a trading strategy that will enable him to benefit if markets keep rising, but which will also give him some protection if they fall.

Noting Citi Research’s foreign-exchange forecasts, he asks our trading specialists to hedge the currency risk of his European equity strategy.

 

All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.

Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.

The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.

 

Related Experts
FINRA's BrokerCheck - Learn more about Citigroup Global Markets Inc.'s background