In October this year,
The collaboration with Mount TFI S.A. is another step towards further diversifying Xelion’s investment offering, particularly in the private debt segment. Mount TFI brings not only asset management expertise but also specialized knowledge in non-public business financing. Thanks to this partnership, our clients gain access to a distinctive investment strategy that leverages the potential of private corporate financing. I believe this addition will translate into greater value for Xelion’s clients – said Krzysztof Prasał, CEO of Xelion Investment House.
We are pleased to partner with Xelion Investment House, combining Mount TFI’s private debt expertise with Xelion’s high standards in distribution. This alliance brings together the strengths of two independent institutions – the largest independent distributor and an independent investment fund company. Xelion clients now have access to a proprietary private financing strategy for Polish companies, developed by the fund’s manager, Michał Ferenc. This is a product that has consistently delivered returns over the past eight years, supporting the growth of Polish businesses and fueling the economy said Mikołaj Motz, CEO of Mount Towarzystwo Funduszy Inwestycyjnych S.A
Mount Towarzystwo Funduszy Inwestycyjnych S.A. manages private debt, equity, global REIT-based, and digital asset funds. The company currently manages assets worth over PLN 1 billion and supports promising ventures across Poland’s core economic sectors: finance, manufacturing, industry, and real estate.
Xelion Investment House sp. z o.o. has been operating in the Polish financial market since 2003 and is the largest independent distributor of investment funds in Poland. It provides clients with investment services, particularly investment advisory. As a brokerage house, DI Xelion operates through 160 Xelion Partners acting as agents for the investment firm.
