Wealth Management
A strategy aligned with your goals.
A team focused on your performance.
What is asset management?
Asset management begins with a plan - and ends with results.
It is a professional service that builds and manages an investment portfolio tailored to the client’s goals, needs, and risk profile. Portfolios may include equities, bonds, funds, cash - and strategies designed for individuals, families, or businesses.
The goal: long-term capital growth with disciplined risk control and full transparency. It’s a personalised approach that enables responsible, intentional investing - with clarity and confidence.
Performance Motivation
Our compensation is aligned with your results.
Individual Approach
Every portfolio is built around your needs.
Transparency
Full oversight and clear reporting.
Open architecture
Access to a broad range of products, not limited to in-house solutions.
Why now?
Markets are more volatile than ever. In this reality, professional wealth management is not a luxury - it’s a necessity. With a structured plan, active risk control, and a strategy built around you, asset management becomes more than just an investment.
It’s a decision about your time, your peace of mind, and the security of your capital.
Who is it for?
Designed for families, business owners, and investors seeking security, clarity, and strategy.
Solutions for those who:
Want to protect family or corporate wealth
Are planning succession or financial restructuring
Have excess liquidity and seek alternatives to deposits
Have exited a business and want to preserve capital
Need ongoing expert support
Our model
In today’s dynamic environment, flexibility is key.
A well-managed portfolio does more than preserve capital - it brings clarity and saves time and stress.
As succession planning and long-term financial goals become increasingly important, more investors are seeking bespoke solutions that reflect their life stage and ambitions. A custom strategy crafted by professionals offers far more control than mass-market products.
Our investment process:
Understanding your goals and financial situation
Developing your investment strategy
Selecting instruments and implementing the plan
Monitoring performance and adjusting as needed
Ongoing communication and reporting
Your capital in expert hands. Experience that builds trust.
Mariusz Jagodziński
Board Member, Fund Manager
A licensed investment advisor and broker with over 25 years of experience.
Co-founder of Kredyt Bank TFI, former CEO of AgioFunds TFI.
Specialises in portfolio management and capital markets.
Let’s talk about solutions tailored to your goals.
Contact us to learn more.
