As part of our offer, clients can invest both locally and globally. We work with proven and reputable asset management companies.

AgioFunds

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.

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

Aviva Investors TFI SA – 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.

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

Fidelity International – offers world class investment solutions and retirement expertise to institutions, individuals and their advisers – to help our clients build better futures for themselves and generations to come. As a private company we 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 our business for nearly 50 years. We are responsible for total client assets of USD $416.5 billion.

Franklin Templeton Investments

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.

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

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

Noble Funds TFI

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.

 

 

Quercus TFI

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

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

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.