Asset Management
at EQUES Investment TFI
Strategy tailored to individual goals and needsExpertise and experience
Professionalism and full transparency
Asset management is a comprehensive service designed for discerning investors seeking a bespoke approach to portfolio construction and management.
A team of experienced professionals, including licensed investment advisers, CFA charterholders and securities brokers, oversees every stage of the asset management process – from developing a tailored investment strategy to its active implementation, taking into account a broad range of financial instruments and prevailing market conditions. This approach enables us to capture emerging market opportunities and maximise returns while respecting each client's risk tolerance. The service includes the construction of a tailored, diversified investment portfolio and its active management. Market monitoring, asset allocation and portfolio transactions are carried out by a dedicated team of advisers and analysts.
Who is asset management designed for?
The service is intended for investors with assets of at least PLN 5 million who expect a personalised approach, a diversified portfolio tailored to their goals and needs, and active management provided by licensed investment advisers.
The asset management service is intended in particular for:
- High-net-worth individual clients who seek to protect and grow their accumulated capital.
- Companies looking to manage financial surplus effectively.
- Associations and non-profit organisations seeking stable and predictable results.
- Family foundations requiring a long-term investment strategy.
- Specialized financial institutions that value high-quality asset management and risk minimisation.
Why choose asset management?
An investment strategy tailored
to your goals and investment profile
Each investment strategy at EQUES Investment TFI is developed based on a detailed analysis of clients' expectations, risk tolerance, liquidity preferences and investment horizon. This approach enables effective construction and management of an investment portfolio that reflects the expected return and risk profile, as well as other parameters, including the required level of portfolio liquidity.
Access to global markets
and alternative investments
The extensive knowledge and long-standing experience of our investment professionals support effective capital allocation both in Poland and across global financial markets.
Depending on clients' needs, portfolios may be built using a broad range of financial instruments, including shares, bonds, ETFs, units of open-end investment funds, futures contracts, and investment certificates issued by closed-end funds across both domestic and international markets.
Minimising risk,
maximising returns
Through precise alignment of portfolio structure with defined investment objectives and a rigorous approach to risk management, investments are managed in a responsible manner while focusing on maximising returns and effectively capturing market opportunities.
Transparency
and security
Regular monthly reports on portfolio performance and transactions, ongoing access to performance information, direct contact with a dedicated team of specialists, and no hidden costs ensure full transparency.
We provide asset management services based on a license granted by the Polish Financial Supervision Authority (KNF), and clients' assets are held in accounts with reputable financial institutions.
Trust built on
experience and performance
We make investment decisions with the utmost care, based on in-depth analysis, market knowledge, experience and current market data. The value of assets under management at EQUES Investment TFI reflects the trust that our most discerning clients have placed in us over many years.
Start managing your assets professionally today. Contact us!
Discover how the expertise and experience of our team can support you in growing your capital.
We invite you to contact us to jointly develop a solution that reflects both your ambitions and the security of your investments. At EQUES Investment TFI, we believe that effective asset management is not only about numbers, but above all about trust, transparency and long-term partnership.