Wealth management

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We are the leading financial institution in Poland offering customers a whole range of solutions regarding accumulating, growing and protecting wealth, as well as estate planning. Our efforts to deliver the highest quality of services has been recognized by a team of international experts – in 2011 for the fourth time we were named for providing the best private banking in Poland by prestigious Euromoney magazine.

We are the pioneer of private banking in Poland. We have over 15 years of experience in providing financial products and services. During that time we established relationships with several thousand customers – including leading Polish businessmen and women, and received numerous local and international awards for our services. Half of Forbes Magazine’s top 100 richest people in Poland are our customers.

We are a part of the 3rd largest bank in Poland, which has been operating in the Polish market for over 25 years and is listed on the Warsaw Stock Exchange. We have excellent knowledge of the domestic market and all of its possibilities and risks. Thanks to our co-operation with well-established foreign financial institutions our clients are able to invest capital in foreign markets.

Pre-established actively managed portfolios, individual investment advice.

Professional allocation of your assets on a capital market.

taking advantage of current legislation to lower the tax burden connected with owning a business or with investment activity.

We create structures and solutions to plan estates in accordance with our customers’ plans and goals.