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Ul. Warecka 11a
00-034 Warszawa
Ul. Warecka 11a
00-034 Warszawa
We understand that behind every fortune lies a story — years of hard work, important decisions and the consistent pursuit of long-term goals. That is why we approach every client relationship with the utmost responsibility and genuine respect for the effort and commitment that went into building their wealth.
We place particular emphasis on the quality of our relationships and the highest standards of service. Our team consists of carefully selected professionals, chosen not only for their market expertise, but also for their interpersonal skills, professional integrity and commitment to building lasting partnerships.
We believe that trust is earned through professionalism, consistency and a genuine understanding of our clients’ needs.
In providing services on behalf of iX Asset Management, which, like iMercado AFI, is an independent financial institution with no capital ties to corporate financial market entities, we are able to preserve our objectivity and remain focused solely on our clients’ interests.
Our approach combines experience, modern investment solutions and standards of service inspired by the best practices of the international wealth management industry.
At the heart of everything we do is the Client — their objectives, security and long-term perspective.
Our partners are established market leaders — licensed financial institutions and experienced professionals who contribute to a secure and regulated environment for our clients.
We build every partnership on shared standards of quality, accountability and transparency.
This enables us to provide access to a broad range of investment opportunities, while maintaining full regulatory compliance and the highest standards of operational security.
We work exclusively with institutions and professionals who share our commitment to long-term partnerships and premium client service.
We begin every relationship with a conversation and a thorough understanding of your individual needs — because effective wealth management always starts with understanding the client’s perspective.
We work with:
Private Investors
Individuals looking to develop their investment strategies with professional support and access to a broad range of services across the financial markets.
Entrepreneurs & Business Owners
Business owners for whom wealth management is a natural extension of their entrepreneurial activities and broader financial planning.
Emerging Investors
Individuals building their investment journey who seek to expand their knowledge and develop their portfolios in a structured and informed way.
Families Planning for Wealth Succession
Families focused on preserving the value of their wealth and ensuring its responsible transfer to future generations.
We will provide you with comprehensive information about the investment firm, the required regulatory disclosures, as well as details of all applicable costs and fees.
We discuss your investment objectives, needs and expectations in relation to your planned investments.
To participate in selected investment solutions, you will need to enter into an agreement for the provision of investment account services.
Based on the information provided in the questionnaire, we will assess your investor profile and, in accordance with MiFID II requirements, present investment solutions that are appropriate for your individual circumstances and objectives.
Before you make an investment decision, we will explain the cost structure, potential benefits and associated risks in detail. We believe in complete transparency and informed investment decisions.
Once you have reviewed the relevant documentation, you will have the time and space to make an independent decision on whether to subscribe to the investment. Your advisor will remain available throughout and beyond the investment process, providing ongoing support and communication.
We operate within a regulated and supervised environment, ensuring transparency in our cooperation and a high standard of organisational security. The regulatory framework provides the foundation on which we build long-term relationships based on trust.
The way we work with our clients matters to us just as much as the solutions we offer. We place great emphasis on consistency, attentiveness and the highest standards of service at every stage of the client relationship.
Our approach is inspired by the standards of Swiss private banking — defined by discretion, quality and a timeless culture of client relationships.
Our team brings together professionals with many years of experience in the financial and investment markets. This translates into efficient client service, a deep understanding of market realities and consistently high standards of client care.
We remain an independent financial institution with no capital ties to corporate financial groups. Our cooperation with iX Asset Management gives us access to a broad range of investment solutions available across the market
Our ambition is to build relationship defined by quality, trust and a long-term perspective — maintaining a consistent standard regardless of changes in the market environment.
We operate in partnership with a licensed investment firm, which is responsible for executing all investment transactions.
This is the foundation of security — every decision and every process takes place within a regulated and supervised environment.
As a result, our clients can be confident that their activities are conducted in accordance with applicable laws and regulations, while the entire process meets the highest standards of the financial market.
Our role is to provide expert support, knowledge and coordination, allowing you to make informed decisions with confidence and complete peace of mind.
