Bâloise Vie Luxembourg (a company from the Bâloise Group) – has been providing its insurance services in the Grand Duchy of Luxembourg for 130 years – since 1890, specializing in international life insurance solutions dedicated to wealthy people. Thanks to its financial knowledge and knowledge of asset management and inheritance planning tools, it offers innovative, tailor-made solutions for demanding investors who want to effectively combine management and asset protection and plan their transfer to designated beneficiaries.
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 fourth 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.
The Mint of Poland – for over 250 years has been the leader in the production of coins and numismatics in Europe. It is listed among top three most technologically advanced mints in the world. The only producer of bullion gold in Poland, and within the Capital Group a participant of trading in precious metals. Manufactures the highest quality insignia of self-government authority and occasional medals. Thanks to the cooperation with the best artists, the coins produced by the Mint of Poland are real masterpieces of mint art.
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%.
The Law Firm Ożóg Tomczykowski – established in 2003 as an independent Polish tax and law firm and currently it occupies a leading position on the Polish Market. It responsibly supports its Clients in building their market positions and in ensuring the security and efficiency of their business operations. The Law Firm’s team are professionals having very broad tax, legal and business knowledge and the understanding of industry specifics and of the business environment. The Law Firm’s Clients are first of all Polish family businesses and their owners.
“PEKAO LEASING” Sp. z o.o. – for nearly 25 years it has been providing financing to various sectors of the economy, taking an active part in creating and supporting Polish entrepreneurship. Individual approach to each client and understanding business needs contribute to offering excellent financial products. The company’s extensive experience is based on two keystones: the highest standards and transparent solutions. Leasing, loan and long-term rental are tools supporting the intelligent growth of entrepreneurs, in accordance with the strategy implemented under the slogan “Strength of the Polish Bison”.
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 £657 bn total funds under management.
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 in Poland since 2003, enabling investments in open, closed and specialized open investment 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 16 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, present on the market for 10 years. 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 stable sub-fund is ensured by carefully selected treasury bonds, diversification and risk parity methodology. 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 $412,5 billion (31.03.19).
Franklin Templeton – 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.
Generali Investments TFI S.A. – a renowned investment fund company. For almost 25 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.
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 2013, 2016 and 2018), Rzeczpospolita (in 2016, 2017 and 2018), and Analizy Online (in 2017 and 2018). Investors TFI manages the assets of almost 130,000 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.
TFI PZU S.A. – manages over PLN 30 billion based on experience gained from operating in the PZU Group – the largest financial group in our part of Europe. For 20 years, it has been providing its clients with opportunities to save and invest assets using their own experience in investing in the global financial market. With TFI PZU, investors can multiply their capital in dozens of strategies offered through investment funds.
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.
Q Securities – a brokerage house that is one of the leading fastest growing financial institutions in Poland. He is a member of the WSE and KDPW and one of the leaders in the field of registration and deposit services, storing and registering assets of billions for clients. Q Securities consists of people with many years of experience in reputable financial institutions (brokerage houses, investment funds, banks). iWealth is an agent of the investment company Q Securities S.A., entered on the basis of the decision of the Polish Financial Supervision Authority of 24.07.2019 in the register of investment company agents.
Schroders – As a global investment manager, they help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do their clients’ needs. That’s why they have a long history of adapting to suit the times and keeping their focus on what matters most to clients. Doing this takes experience and expertise. They bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows them to always invest with conviction.
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.