Citadel
What sets us apart?
Specialist wealth managers
An accurate title. But we do far more than that.
We’re here to secure and grow your wealth. The kind of wealth that gives you peace of mind and something seemingly ordinary – the freedom to choose. Choose the size of your dreams and the content of your next chapters. What should always matter is that you have the kind of freedom that is beyond remarkable, freedom that only true wealth gives you.
We’re here to secure and grow your wealth
then grow it for you and the ones you love.
Citadel was founded in 1993, with a commitment to personal and professional investment advice. We have brought together some of the best brains in the business so that we can continue that commitment today, with an understanding that no two investment journeys are the same. Let’s plan your wealth journey together, and let us take you beyond remarkable.
Investment advice
Asset management
Fiduciary services
Foreign exchange and treasury
Philanthropy
Investment admin
Introducing our new
secure client portal
Access our new secure client portal, Secure Citadel, for an elevated, seamless experience. View your investments comprehensively, with quarterly and annual reports at your fingertips. Track portfolio valuations effortlessly and communicate securely with your advisor.
Choose the content of your next chapters.
Let’s talk.
Every wealth journey starts with a conversation. Let’s have one.