Portfolio Management
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Investment Advisory
Professional support in making smart investment decisions.
Citigold Clients
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
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:
- Investment Advisory service on foreign stocks as well as domestic and foreign bonds.
Find out more - Investment Advisory on mutual funds.
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Brokerage Services
We offer following brokerage services:
- acceptance and transfer and executing of orders to buy or sell financial instruments,
- operating the securities account and the money account,
- investment advisory