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Cornerstone Investment Management
Warsaw, Poland
B
11-50 Employees
2001
Key takeaway
The company specializes in private equity investment management, focusing on corporate private equity, corporate private debt, and private equity real estate, which aligns with wealth management strategies aimed at delivering superior returns.
Reference
Product
Portfolio - Cornerstone Investment Management
Profitum
Gdynia, Poland
B
1-10 Employees
-
Key takeaway
Profitum Wealth Management has been operating for 7 years, focusing on identifying investment patterns and continuously verifying their success formula. They offer comprehensive wealth management solutions, advising clients on how to build value by investing financial surpluses, particularly in investment funds.
Reference
Core business
Profitum | Profitum Wealth Management oferuje kompleksowe rozwiązania w zakresie zarządzania majątkiem, doradza Klientom, jak budować wartość inwestując nadwyżki finansowe np. na rynku funduszy inwestycyjnych.
Partnerzy
Master Management Group
Warsaw, Poland
B
11-50 Employees
2006
Key takeaway
Master Management Group (MMG) offers specialized wealth management services through its extensive experience and in-house expertise in property management, investment, and asset management. The company successfully sources local retail property investments for global investors and provides comprehensive support throughout the investment lifecycle.
Reference
Product
Portfolio » Master Management Group
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Herbitone Investments Ltd
Piaseczno, Poland
B
11-50 Employees
2006
Key takeaway
Herbitone Investments, a boutique investment company, specialized in alternative investments and asset management, establishing strong connections with institutional investors and financial institutions. This expertise positions the company as a knowledgeable player in wealth management through its diverse offerings.
Reference
Core business
Services - Herbitone Investments
M4RES
Warsaw, Poland
B
1-10 Employees
-
Key takeaway
M4RES specializes in providing comprehensive asset management services for photovoltaic (PV) farms, catering to clients and investors seeking high standards in this emerging market. With a team of experts experienced in the European solar sector, M4RES is well-equipped to support the management and operations of solar energy plants.
Reference
Core business
Who we are - M4RES - Asset Management
Be | Shaping the Future Poland
Warsaw, Poland
B
51-100 Employees
2013
Key takeaway
Be Group offers strategic and operational services within the financial services industry, emphasizing collaboration and expertise in areas such as banking, capital markets, and fintech. Their focus on managing business transformation through IT know-how and a deep understanding of the financial sector positions them as a key player in wealth management.
Reference
Product
Portfolio | Be Shaping The Future
Firlej Kastory
Warsaw, Poland
B
1-10 Employees
2019
Key takeaway
Firlej Kastory is dedicated to mobilizing private wealth for direct and indirect investments in a diversified portfolio of private technology companies. Their focus on purpose-driven investing aligns with the future of financial investments, making them a key player in wealth management.
Reference
Core business
Firlej Kastory | Family Office - Firlej Kastory
McWillson Executive Recruitment | McW Executive Search
Krakow, Poland
B
11-50 Employees
2013
Key takeaway
The company, McW Executive Search | McWillson Executive Recruitment, emphasizes its commitment to ethical standards and confidentiality, which is crucial in wealth management. Their industry expertise spans finance and accounting, as well as banking and insurance, highlighting their relevant experience in the financial sector.
Reference
Core business
McWillson Recruitment
Infinity Partners
Warsaw, Poland
B
1-10 Employees
2011
Key takeaway
Infinity Partners is dedicated to helping clients identify the right investment opportunities and offers professional consultancy on managing financial surpluses. With a comprehensive range of services, including financial advisory and real estate investment, the company emphasizes its expertise in strategic consulting and strong connections to capital markets.
Reference
Core business
Home - Infinity Partners
We offer real estate solutions, strategic consulting and financial services with strong links to the capital markets.
Technologies which have been searched by others and may be interesting for you:
When exploring the Wealth Management industry in Poland, several key considerations come into play. Firstly, regulatory compliance is crucial, as the industry is governed by the Polish Financial Supervision Authority (KNF), which sets guidelines for investment services and client protection. Understanding these regulations is essential for ensuring that firms operate legally and ethically. The competitive landscape in Poland is evolving, with both local and international players vying for market share. This presents opportunities for innovation and differentiation, especially through digital transformation and personalized services. Additionally, the rising affluent population in Poland has created a growing demand for wealth management services, making it a lucrative sector to enter. However, challenges such as economic fluctuations and geopolitical tensions can impact investment strategies and client confidence. Environmental concerns are also becoming increasingly relevant, as clients show a preference for sustainable and socially responsible investing options. Lastly, the global market relevance of Poland's wealth management sector is significant, as it is integrated into broader European financial markets, offering opportunities for cross-border investments and collaboration with international firms. Overall, a thorough understanding of these factors will provide valuable insights for anyone interested in the wealth management landscape in Poland.
Some interesting numbers and facts about your company results for Wealth Management
| Country with most fitting companies | Poland |
| Amount of fitting manufacturers | 1 |
| Amount of suitable service providers | 4 |
| Average amount of employees | 11-50 |
| Oldest suiting company | 2001 |
| Youngest suiting company | 2019 |
Some interesting questions that has been asked about the results you have just received for Wealth Management
What are related technologies to Wealth Management?
Based on our calculations related technologies to Wealth Management are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Wealth Management?
The most represented industries which are working in Wealth Management are Finance and Insurance, Human Resources, IT, Software and Services, Oil, Energy and Gas, Real Estate
How does ensun find these Wealth Management Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.