WEALTH
MANAGEMENT

We provide access to many types of investment products tailored to our clients’ specific objectives. Our offering includes nearly  1000 funds manged by 19 TFIs with which we cooperate.

Wealth management is an investment intermediation service targeting affluent retail clients. By collaborating with us clients gain access to many types of investment products making it possible for them to build personalized investment strategies adapted to their predefined objectives.

 

Our products

We provide access to the following:

  • local and international investment funds,
  • treasury and corporate bonds denominated in PLN, EUR and USD,
  • structured products,
  • equities in public offerings and private placements,
  • negotiated term deposits.

Team

Our clients have access to a top-class team of specialists with many years of experience gathered in the Private Banking departments of the biggest Polish commercial banks. We guarantee you the personalized service of our advisor and an offering tailored to your specific needs and objectives.

Contact form

Are you looking for interesting investment products? Write us and our Advisor will contact you: dm@vestor.pl

Write us





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