Close up of sparkler fireworks

World Class Solutions

A Differentiated Offering
For Your Client

Placeholder for video Citi: Introducing Citi Portfolio Solutions powered by BlackRock with the text 'Citi x BlackRock'

Advisory & Portfolio Management

Unified Managed Accounts:

Simplifying the management of complex, global portfolios with a platform powered by the industry-leading Advyzon technology.*

Professionally Managed Strategies:

Citi Portfolio Solutions powered by BlackRock combines Citi’s investment advisory and planning capabilities with investing and technology strengths of a preeminent global asset manager.*

Watch This Video

*Citi and BlackRock and Advyzon are not affiliated.

Investment Solutions

Alternative Investments

Leverage curated access to a wide range of active hedge funds, annual private equity & real estate deals, multiple proprietary discretionary alts baskets, and a host of co-investment opportunities.

Capital Markets

Multi-Asset Multi-Issuer calendar and customized structured products offerings provide your clients access to underlyings or to trading strategies in a more efficient way with growth and / or income potential and different levels of protection at maturity based on clients’ investment needs.

Equities

Research coverage and price targets for thousands of stocks throughout the world via our Citi Research platform, which also offers comprehensive commentary on the closely watched S&P 500 index, as well as in-depth sector and commodity views, among other important investors’ topics of interest.

Fixed Income

Citi provides access to a broad range of new issues and secondary fixed income solutions across taxable and municipal bonds through advice and guidance, customized portfolio construction, and superior trade execution.

Mutual Funds and ETFs

Access a robust platform of 150+ asset managers, vetted and approved by our Investment Manager Research & Due Diligence teams. Delivering investment strategies through 1500+ domestic mutual funds, 450+ offshore mutual funds and 1000+ ETFs.

Leverage curated access to a wide range of active hedge funds, annual private equity & real estate deals, multiple proprietary discretionary alts baskets, and a host of co-investment opportunities.

Multi-Asset Multi-Issuer calendar and customized structured products offerings provide your clients access to underlyings or to trading strategies in a more efficient way with growth and / or income potential and different levels of protection at maturity based on clients’ investment needs.

Research coverage and price targets for thousands of stocks throughout the world via our Citi Research platform, which also offers comprehensive commentary on the closely watched S&P 500 index, as well as in-depth sector and commodity views, among other important investors’ topics of interest.

Citi provides access to a broad range of new issues and secondary fixed income solutions across taxable and municipal bonds through advice and guidance, customized portfolio construction, and superior trade execution.

Access a robust platform of 150+ asset managers, vetted and approved by our Investment Manager Research & Due Diligence teams. Delivering investment strategies through 1500+ domestic mutual funds, 450+ offshore mutual funds and 1000+ ETFs.

Holistic Planning Solutions

Complimentary
Wealth Planning

Create a basic or advanced complimentary financial plan for your clients with support from specialists across retirement, estate and legacy planning issues.

Insurance
& Protection

Offer clients protective solutions for family, estate and business needs through leading insurance and annuity providers, supported by our dedicated specialists.

Securities
Based Lending

Provide your clients a flexible way to borrow against the value of their investments with Securities-Based Lending products such as portfolio line of credit or a margin loan.

Up Next

In Depth Research & Market Insights

arrow pointing to the right