Since 2003 we have been supporting people in making good financial decisions. Private Wealth Consulting is a team of experienced specialists and a company known in the European market, specializing in asset management. Thanks to innovative products, reliable work and flexibility, we safely multiply several-million-zloty worth of our clients’ assets. We are proud that 98% of our clients chose us through recommendations.

The shareholders of the Company are its Partners represented by ABBA SA Investment company.

source: Private Wealth Consulting

Milestones in the history
of Private Wealth Consulting:

  • 2003 – establishment of the company and conclusion of the first distribution contracts with leading investment funds, Swiss banks, insurance companies, brokerage houses and financial advisors
  • 2006 – obtaining permission of the Financial Supervision Authority for provision of consulting services, including free investment consulting
  • 2009 – incorporation of a subsidiary administering and creating business structures based on Polish and foreign entities: Companies (e.g. Cyprus, Hong Kong), Foundations, Trusts, Financial Holding Companies
  • 2012 – acquisition of a competitive Company from the financial consulting industry
  • 2013 – after more than 10 years since the beginning of its activity, assets of Private Wealth Consulting have amounted to a few hundred million Polish zlotys
  • 2015 – opening two branches outside of Warsaw: in Kraków and in Katowice