AgioFunds TFI SA – a private investment fund company, unrelated to the corporate financial market institutions in terms of financial capital. Present on the market since 2009, and the management staff has been associated with the capital market since the beginning of its operation in Poland. The company offers funds and investment products adapted to the various needs of investors both in terms of the expected rate of returns and levels of accepted investment risk.
TFI Allianz Polska S.A. – offers a wide range of modern investment strategies created using the experience of Allianz Group companies: Allianz Global Investors and PIMCO. The company has been operating on the Polish market since 2003, enabling investments in open and closed funds, investing on the Polish market and on the most interesting foreign markets. Offers also include pension funds (IKE, IKZE, PPE and PPK) and PSO.
Aviva Investors TFI S.A. – is the investment wing of the Aviva group – one of the largest insurance companies in Europe, which has been on the market for 300 years. In Poland, Aviva Investors Poland TFI SA has been operating since 2001 and currently belongs to the largest TFIs in terms of asset value on the Polish market. We have already gained the trust of nearly 55,000 customers and offer 17 different funds with diversified investment strategies that allow investing in many markets, and in various sectors of the economy.
Caspar TFI S.A. – an institution independent of corporations and banks. It has above-average results in stock sub-funds and it works globally – closely examining trends, markets and companies around the world. The safety of the capital protection sub-fund is ensured by carefully selected treasury bonds and diversification. TFI’s mission is to maintain the liquidity of managed assets and help clients gain maximum profit. Its managers are recognized, award-winning experts, who are often quoted in industry media.
Fidelity International – offers world class investment solutions and retirement expertise to institutions, individuals and their advisors – to help clients build better futures for themselves and generations to come. As a private company they think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of their business for nearly 50 years. They are responsible for total client assets of USD $379 billion (31.12.18).
Franklin Templeton Investments – one of the world’s largest asset management organizations, with a reputation as a trusted investment partner for over 70 years. It has been on the Polish market for 20 years. Prudent in its management of assets, if focuses on providing appropriate investment solutions and professional service. Due to its customer-first approach, it has become one of the most trusted brands on the services market.
Investors TFI S.A. – one of the first independent fund management companies in Poland. It has over 20 open investment sub-funds with different strategies at its clients’ disposal. Thanks to very good performance of Investors funds, the company has been among the market leaders for years, which is confirmed by the titles of the Best TFI granted by Gazeta Parkiet (in 2014 and 2017), Rzeczpospolita (in 2016 and 2017), and Analizy Online (in 2018). Investors TFI manages the assets of over 110,000 clients.
IPOPEMA TFI S.A. – founded in 2007, today it is one of the largest investment fund companies in Poland. It focuses on creating solutions adapted to individual needs and expectations of investors, as well as creating funds with an alternative investment policy. The company’s offer includes funds invested both on the Polish and global capital markets. It also offers financial portfolio management services that involve active investing of the investor’s funds.
mBank SA – a synonym for innovative banking solutions for years. The first fully Internet-based bank in Poland and today set the direction of the mobile and on-line banking development. One of the strongest and fastest growing financial brands in Poland. Established in 1986 as Bank Rozwoju Eksportu (BRE Bank) and over the years it has systematically developed its competencies in the area of servicing various client groups, continuously enriching its offer. In 2013, when the mBank name replaced not only the name of the company, but also the BRE and MultiBank brands – the bank gained not only a new image, but also new values. Today it’s a universal bank, providing comprehensive services within the scope of retail, business, corporate and private banking.
mLeasing – is among the top Polish leasing companies, ranked third in the market according to data by the Polish Lease Association. mLeasing’s mission is to provide the best lease solutions for the clients and enable them to develop their business optimally. Working with the best and most demanding counterparties, mLeasing has gained precious experience which it has used to develop a wide range of services. Considerable flexibility and experience in evaluating projects and relationships with suppliers have been appreciated by SME clients as well as large corporations and institutions. For more information about iWealth’s business relationship with mLeasing, contact your Wealth Manager.
The Mzuri Group – the largest company in Poland supporting investors in acquiring apartments for rent and managing rental properties, with a portfolio of ca. 5000 properties, in 32 cities, of which ca. 1100 Mzuri helped to buy and renovate. Mzuri also enables group investing via Mzuri CFI companies. In the last 5 years Mzuri CFI has raised ca. PLN 40 m, and in the last 2 years, when the first CFIs reached maturity, have paid out to investors a profit giving a return between 6% and 19%.
Noble Funds TFI S.A. – has been operating on the market since 2006. It specializes in creating and managing open and closed investment funds, and provides asset management services and investment advisory services. The company’s largest capital is a stable team of experts who, thanks to their knowledge and experience, professionally manage the entrusted funds and provide clients with maximum investment security. The team makes ethical investment decisions with the aim to achieve favourable and reproducible results.
Ożóg Tomczykowski Law Firm – established in 2003, an independent Polish law and tax advisory firm, the leader of the Polish market. The firm responsibly supports its clients in building their market positions and ensuring the security and efficiency of their business. The firm’s team comprises professionals with a high level of expertise in tax issues, law and economics and well-versed in the industry and the business environment. The law firm’s clients include first of all Polish family businesses and their owners.
Prudential (Prudential International Assurance plc Stock-Offering company, branch in Poland) – the insurance company, which helps their Clients to make right decisions for their financial protection. Prudential was present in Poland in 1927-1939, they are fulfilling the pre-War promises. The company is still looking for their customers heirs. Prudential is part of the British Insurance Group which was founded in 1848. It helps more than 26 mln of Clients worldwide, focus on three markets, Asia, the US and the UK with £669bn total funds under management.
Quercus TFI S.A. – the first public investment fund company in Poland catering to the needs of wealthy and very wealthy investors. Founded in 2007 by a group of experienced specialists from the investment industry headed by Sebastian Buczek, the company uses its expertise to create unique investment solutions which can provide above-average profits without taking unnecessary risks. Thanks to the support of academic achievements, the fund is one of the market leaders.
Skarbiec TFI S.A. – a licensed financial institution founded in 1997 that manages investment funds and portfolios. Moreover, the TFI’s offer includes solutions adapted to different investors’ needs. The company has been oft-awarded with prestigious prizes, including awards for innovation and profitability of managed funds. In 2017, Skarbiec TFI became the second best TFI in Poland according to Rzeczpospolita, and in 2018 it was chosen the best TFI of the year by Gazeta Parkiet.
Union Investment TFI S.A. – a renowned and independent investment fund company. For over 20 years, it has held its reputation as a professional partnership company that creates the highest quality investment strategies. It offers investment funds, asset management portfolios, pension products (IKE and IKZE) and solutions adapted to the needs of individual investors and companies. It cooperates with the largest banks, insurance companies and independent financial advisors.