Banner Banner

A one-to-one relationship based on your unique investment needs

As you accumulate wealth, changing circumstances and new opportunities can all affect your investment objectives and make financial planning complex. Establishing a long-term relationship with a bank you trust is essential.

Bank with us and you will be appointed a professional relationship manager with extensive international experience. They will work closely with you to assess your financial position, and define the best strategy to achieve your investment objectives:

Wealth accumulation through creative solution

  • Growth strategy – Diversified and Leveraged Yield Enhancement Investment Strategy as a tool to revitalise your idle assets to maximise potential returns and provide liquidity
  • Corporate Private Banking provides multi-dimensional tools to seize opportunities for wealth accumulation:
    • Creative Credit Solutions
    • Tailored solutions for personal and corporate wealth management needs
Wealth accumulation through creative solution

Wealth preservation

  • Income strategy – Best practice Yield Enhancement Income and Capital Preservation model as a tool to personalise your portfolio with the aim of diversifying risk and preserving wealth
     
  • Balanced strategy - Diversified Portfolio Approach to diversify your portfolio concentration with the aim of minimising overall risk
     
Wealth preservation

Asset protection and succession planning*

  • Asset Protection Advisory and Family Office Trust Planning to guarantee a quality future of the next generations
     
  • Immigration Advisory and Tax Planning for retirement needs
     
  • State-of-the-Art Preventive Healthcare Planning for improved quality of life
     
  • Enterprise Key Man and Personal Term Risk Management Advisory for better wealth protection
Asset protection and succession planning*

After formulating an approach tailored to your objectives, your relationship manager will closely monitor your portfolio and provide regular reviews.

* China CITIC Bank International will refer Private Banking customers relevant service providers for provision of appropriate services


Hong Kong Private Banking Centre
Singapore Private Banking Centre