Portfolio Management

Citi Handlowy experts on modern investments.

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A Conversation That Keeps You One Step Ahead

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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Investment in Poland with Citi Handlowy

Market Analyses

Experts from Investment Advisory and Mutual Funds Bureau 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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Investment Account - Citi Handlowy

Investment Solutions

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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Investment Advisory

Professional support in making smart investment decisions.

Bank Investment - Citi Handlowy

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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Investment Services - Citi Handlowy

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.
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  • Investment Advisory on mutual funds.
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Bank Investment - Citibank Handlowy

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

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