Mon, 19 March 2018
At Citadel, we begin each new client relationship with a conversation – to understand your world beyond just money. Of course, our specialist investment team will analyse the necessary asset classes. But we also take time to identity your aspirations, to gauge your untapped potential and, yes, to talk about your dreams. Let’s start the journey together.
As specialist wealth managers, we have a spirit of innovation in our blood. Fuelled by inquiring minds and deep expertise, we’re constantly developing thought leadership that builds and strengthens our relationships.
At Citadel, we partner with you to help you reach your remarkable. We get to know you, and understand your goals. Your investment temperament is carefully matched to your advisor's. Then, we work out a 'road-map' together.
The Citadel App is our next step in helping you to reach your remarkable, by keeping your remarkable in reach. Through its’ client portal, ‘My Secure Zone’, accessed either via your phone, desktop, or tablet, clients are bridged digitally to their advisors. It’s active wealth management for the modern age.