X
 

Asset Management

Our company provides investment strategies adjusted to the individual needs of our clients who make final decisions based on their level of acceptable risk, expected rate of return and investment method.

We also offer unique services throughout Poland, specially drawn up transaction systems and a whole series of investment portfolios and strategies.

Asset Management services are available for portfolios of different values with the possibility to contribute various assets (cash, shares, bonds) and to introduce strategy changes while the contract remains in force, comprehensive and retains reliable information on managed portfolios. Our Asset Management services also offer several unique benefits including the possibility to check the portfolio value on an everyday basis, quarterly reports providing documentation on the course of managing the entrusted funds, the lowest brokerage rates and fees and management fees based on profit.

For more information, contact

Agata Miernik
Senior Wealth Manager
Wealth Departament

This e-mail address is being protected from spambots. You need JavaScript enabled to view it.