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Investment portfolio management

Vita Bank experts in modern investment

A conversation that could change your future

At our bank, we believe that the best way to get to know and understand customers' financial needs is through a personal and honest conversation. For us, each investor is unique. In a 4-step consultation process, we select solutions to define and implement your individual investment strategies. At every stage of the process, your personal account manager is supported by a team of investment specialists, thanks to whom you receive services at the highest level.

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Market analysis

Specialists of the Consulting Office and Investment Funds prepare materials that explain the intricacies of financial markets in an accessible way. They present an assessment of the most important market events in France and abroad, as well as expectations regarding the development of the situation.

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Investment Solutions

As an investment bank, we offer you the possibility of benefiting from a complete investment and insurance offer, in different currencies and markets. Discover the full range of investment solutions.

INVESTMENT ADVICE

The service provides professional support in making investment decisions.

Vitagold clients have the opportunity to receive an analysis of the market situation and financial instruments, as well as an investment recommendation which will take into account objectives, willingness to take risks and the current market situation. In the process of creating and managing an investment portfolio, Vitagold clients can use carefully selected investment funds.

The Vitagold Private Client has the possibility to verify or build an investment portfolio adapted to his own needs and financial plans, taking into account the acceptable level of risk. In the process of creating and managing an investment portfolio, clients can take advantage of the following:

  • Investment advice on foreign stocks and domestic and foreign bonds.

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  • Investment advice in the field of investment funds.

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Brokerage services

We offer brokerage services in the field of:

  • the receipt, transmission and execution of orders to buy or sell financial instruments,

  • maintain accounts and registers of financial instruments,

  • investment advice

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01 23 45 67 89

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Vita Bank

+33 756 946 825

Vita-bank.com Ltd, CNBIC

The head office:

FRANCE: 11 Rue du Marechal Forch 54150 Val de Briey

ITALIE :            Via Adelaide Ristori, 38 00197 ROME

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