We create advanced financial solutions for customers seeking a
comprehensive approach and professional advice
An optimal, individual financial solution requires a thorough analysis of our customers’ assets, investment profile and financial goals.
Our comprehensive approach in analyzing our customers’ assets includes the use of an innovative tool – the Customer Balance. It allows us to evaluate all of the variables of our customers’ profiles such as their liquid assets, investments, real estate, shares and stakes, as well as liabilities and expenses, which are then classified into individual categories as assets or liabilities. Once our customers’ financial profiles become clear we can pinpoint all available options for growing capital and the threats and risks connected with the current profile. Then we can provide recommendations strictly adjusted to our customers’ needs and investment profiles.
We provide advanced financial solutions for our customers’ businesses
The majority of our customers are businessmen and women who often seek the best methods for financing further developments in their businesses or are considering selling their company. On the basis of the Customer Balance we recommend the actions to be taken in any given situation. We advise and assist in the process connected with various forms of growing capital and with the sales of shares and stakes. We help our customers obtain investment and syndicated loans, financing provided by other institutions, and with the issuing of corporate bonds or floating the company on the alternative market (New Connect) or the main market of the Warsaw Stock Exchange.
Our knowledge of legislation and market regulations allows us to find and make use of opportunities that significantly lower the tax burden both personal and corporate. There are a growing number of businessmen and women taking advantage of our tax optimization by using a closed-end fund (CEF, Polish FIZ) or a private investment program created in co-operation with an insurance company, or a cross-border company.
An optimal, individual financial solution requires a thorough analysis of our customers’ assets, investment profile and financial goals.
Our comprehensive approach in analyzing our customers’ assets includes the use of an innovative tool – the Customer Balance. It allows us to evaluate all of the variables of our customers’ profiles such as their liquid assets, investments, real estate, shares and stakes, as well as liabilities and expenses, which are then classified into individual categories as assets or liabilities. Once our customers’ financial profiles become clear we can pinpoint all available options for growing capital and the threats and risks connected with the current profile. Then we can provide recommendations strictly adjusted to our customers’ needs and investment profiles.
We provide advanced financial solutions for our customers’ businesses
The majority of our customers are businessmen and women who often seek the best methods for financing further developments in their businesses or are considering selling their company. On the basis of the Customer Balance we recommend the actions to be taken in any given situation. We advise and assist in the process connected with various forms of growing capital and with the sales of shares and stakes. We help our customers obtain investment and syndicated loans, financing provided by other institutions, and with the issuing of corporate bonds or floating the company on the alternative market (New Connect) or the main market of the Warsaw Stock Exchange.
Our knowledge of legislation and market regulations allows us to find and make use of opportunities that significantly lower the tax burden both personal and corporate. There are a growing number of businessmen and women taking advantage of our tax optimization by using a closed-end fund (CEF, Polish FIZ) or a private investment program created in co-operation with an insurance company, or a cross-border company.