Investment


We cooperate with more than 20 Polish and 2 foreign Investment Fund Associations, which offer in total nearly 350 financial products. They include are products of different levels of risk, containing all the available financial instruments from all world regions. The products are perfect for allocating and investing of accumulated capital.


Map Investment

source: Private Wealth Consulting

source: Private Wealth Consulting

Mutual funds


  • Esaliens
  • Aviva Investors
  • Union Investment
  • AgioFunds
  • Allianz
  • Altus
  • MetLife Amplico
  • AXA Fundusze Inwestycyjne
  • BPH TFI
  • EQUES Investment TFI
  • Franklin Templeton Investments
  • KBC TFI
  • NOBILE FUNDS
  • OPERA
  • Quercus
  • Ipopema
  • BPS TFI
  • Copernicus Capital TFI
  • Investors TFI
  • Skarbiec
  • Fidelity
  • PZU TFI
  • ING TFI
  • Schroders TFI

Investment instruments in various stages of the customer life


Investment

source: Private Wealth Consulting, based on the basis of the "pyramid of needs" Abraham Maslow