Clients appreciate our unique knowledge, quality of service and high security. Long-term experience in servicing investment and pension funds enables us to create innovative solutions suited to your high requirements.
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We have been present in the market since 1992, maintaining long-term relationships with our Clients. They include the biggest and most dynamic companies with well-established market position.
We are proud that we can advise our Clients and contribute to their growth by co-developing new solutions. The success of our Clients is also our own success. It would be very nice if you, too, could become our Client.
The companies which have appreciated our experience and high level of service include:
The companies which have appreciated our experience and high level of service include:
Pioneer Pekao TFI S.A.
is Poland's biggest investment fund company. It has been a merged from Pioneer Pierwszego Polskiego Towarzystwa Funduszy Inwestycyjnych S.A. and Pekao Towarzystwa Funduszy Inwestycyjnych S.A.
Legg Mason TFI S.A.
(formerly TFI Banku Handlowego) is a market leader in corporate products of the third voluntary pension scheme (25 ERPs based on Fundusze Legg Mason TFI, formerly CitiFundusze). Legg Mason Zarządzanie Aktywami S.A. is wholly owned by Legg Mason, Inc., with its registered office in Baltimore, USA. Legg Mason Zarządzanie Aktywami S.A. provides its Clients with top quality services and access to world-class products. Its asset management services have been offered to its Clients for more than ten years.
PTE Allianz Polska S.A.
On 25 March 1999, T.U. Allianz Polska S.A. obtained authorisation from the Pension Fund Supervision Authority to set up its own Open Pension Fund. Powszechne Towarzystwo Emerytalne Allianz Polska Spółka Akcyjna is a body entitled to manage the Fund and represent it towards third parties.
Aegon PTE S.A.
Aegon PTE S.A. is the manager of a 370,000 member strong Open Pension Fund called Aegon OFE with assets worth in excess of 2.3 billion zlotys.
Pekao Pioneer PTE S.A.
The Pekao Open Pension Fund is managed by Pekao Pioneer Powszechne Towarzystwo Emerytalne S.A.
Telekomunikacja Polska Employee Pension Fund
is the manager of the Employee Pension Fund (third pension pillar), which was launched in November 2001. Telekomunikacja Polska is among few Polish companies providing their personnel with retirement planning in the form of an Employee Pension Fund.
Pracownicze Towarzystwo Emerytalne Nowy Świat S.A.
Pracownicze Towarzystwo Emerytalne Nowy Świat S.A. is the manager of Nowy Świat Employee Pension Fund, which already manage a few dozen retirement plans launched by various Polish companies.
