At Citi, we believe personal conversations are the best way to get to know you and understand how we can support you to achieve your financial goals. We recognize that every investor is unique. With the help of Citi’s four-step advisory process, we can develop well-founded solutions to define and implement your personal investment strategy. At each stage, your Relationship Manager is supported by a team of investment experts, which ensures the highest quality of the service.
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The Investment Advisory and Market & Financial Analysis experts provide insight into a complex financial market landscape. They comment on the key market events in Poland and overseas and present market projections for the upcoming months.
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As a global bank, we give you access to a wide range of investment services that allow you to invest in many currencies and markets. Learn more about our investment and insurance solutions.
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Citigold clients can receive a market and financial instrument analysis together with investment recommendation that will take into account their individual investment goals, risk horizon and current market situation. While building and managing your portfolio, you can use our carefully selected investment funds.
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Citigold Private Clients can review or build their investment portfolio that will be matched to their individual needs, financial goals and risk horizon. While building and managing your portfolio, you can use:
In cooperation with Dom Maklerski Banku Handlowego S.A Brokerage House we accept and transfer instructions to buy or sell securities.
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