Citadel Investment Services

The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a user-friendly and dynamic platform. Aspirant Citadel clients can also access bespoke financial information courtesy of the Citadel Wealth Management team

The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a user-friendly and dynamic platform. Aspirant Citadel clients can also access bespoke financial information courtesy of the Citadel Wealth Management team. The App also features a monthly luxury e-zine specifically created to appeal to the appetites of the financially savvy, high-end consumer.

Through its Secure Citadel Client access, the Citadel App offers clients exclusive access to:

• CAM Citations – A dedicated publication from the Citadel Asset Management team, including highlights, insights, fund reports, assets allocation charts, scenario updates and market views.

• Plus, regular messages and key insights about the global and local economy from the Citadel Asset Management team.
Clients, and aspirant clients, can enjoy a taste of the Citadel service-excellence experience by accessing:

• My Life - a monthly mini-magazine featuring articles on bespoke products, holidays, activities and wealth insights from industry leaders.

• Insights - Citadel’s knowledge bank about the world of investing in the form of articles and videos from top-tier Asset Managers.

Citadel’s wealth experts will enjoy access to secure in-house information from dates and events to specific client marketing material, all aimed at making your client experience seamless and allowing us to deliver on our commitment to help you discover the true meaning of your wealth.

Citadel Wealth Management strives to partner with you on your journey of financial independence and through this, discover the true worth of your wealth.