For the third consecutive year, Citibank has been named “Best Bank for High-Net-Worth Families” by Kiplinger’s Personal Finance, which cited the “unique and abundant perks” available to Citigold clients.
Kiplinger’s third-annual edition of “The Best Bank for You” highlights national, regional and Internet banks, as well as credit unions. The magazine also selects standout institutions in five personalized categories: No-Fee-No-Fuss, Retirees, Families with Students, Frequent Travelers and High-Net-Worth Families.
“Over the past three years, we set out to reimagine our Citigold offering with a renewed focus on enhancing our dedicated wealth advisor teams, while redefining modern client spaces, launching new digital capabilities and expanding unique benefits and experiences,” said John Cummings, Head of U.S. Consumer Wealth Management, Citi. “Being recognized by Kiplinger’s as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.”
Kiplinger’s highlighted a number of benefits available to Citigold clients, including:
- A dedicated relationship manager and financial advisor team
- Reimbursement for all out-of-network ATM surcharges worldwide
- Waived foreign-transaction fees on debit card transactions
- Access to more than 100 Citigold lounges worldwide
- Foreign currency delivery to home, office or a nearby bank branch
- Experiential perks with top chefs, artists and athletes
- Complimentary admission or discounts at select museums and cultural institutions
This year, Citi has introduced a range of new offerings, including Citi Wealth Advisor, a digital financial planning solution that helps Citigold clients create personalized financial roadmaps for major financial moments such as retirement, college and more, as well as commission-free trading for ETFs and new-issue U.S. Treasury purchases.
For a full list of Kiplinger’s top banks and credit unions, click here.
Citigold provides comprehensive wealth management that combines banking, investing and lifestyle. A Citigold relationship, available to clients with qualifying balances of $200,000 and above, has a breadth of benefits, including a Citigold Concierge, world-class investment capabilities, preferred pricing and a dedicated coverage team comprised of a Citigold Relationship Manager and a Citi Personal Wealth Management Financial Advisor. Explore the benefits of Citigold here.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a Citigold client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citigold Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup.
Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi
Drew Benson, 212-559-0475