Instruments


We offer help in establishment of contacts with specialized financial institutions, banks, brokerage houses, law firms and potential clients.

We cooperate with selected Polish and foreign financial institutions.

We perceive all aspects related to finances as a whole. First of all, we help to invest unallocated funds, acting as an intermediary in acquisition of shares in a few hundred open ended funds.

Throughout the entire period of cooperation the Client of Private Wealth Consulting is supported by one dedicated advisor, who is well familiar with the individual situation of the Client as well as their character and investment profile. The best confirmation of the quality of our services is the fact that 98% of our Clients chose us through recommendations.

source: Private Wealth Consulting