IB Towarzystwo Funduszy Inwestycyjnych belongs to the capital group of Plus Bank S.A., one of the first private banks that has been present on the market since 1991.
We are a boutique financial institution focused on individual needs and expectations of investors, taking into account risk management rules and corporate governance. We manage dedicated closed-end funds that pursue various investment aims in volatile legal environment, using competence and experience of our key employees and experienced expert teams.
Our activity has been approved by the Polish Financial Supervision Authority; the certificate on establishment and management of investment funds was issued on August 5, 2014.
Graduate of the SGH Warsaw School of Economics and postgraduate studies in tax law. He is the holder of stockbroker’s licence No. 1025.
His professional career started in 1995 at Bank Gospodarki Żywnościowej S.A. Then, he worked at Towarzystwo Ubezpieczeń Allianz Polska S.A. and Pioneer Powszechne Towarzystwo Emerytalne S.A. In the years 2000-2002, he was the Market Research Director at Personal Finance Polska Sp. z o.o., a company providing financial advisory services. From 2002 to 2007, he worked as the Institutional Client Manager at PKO Towarzystwo Funduszy Inwestycyjnych S.A. In the period from July 2008 to September 2012, he was the Vice President of the Management Board of Ostoja Towarzystwo Funduszy Inwestycyjnych S.A. The field of his responsibility covered the management of investment fund assets. In mid-2013, he was appointed President of the Management Board of IB Towarzystwo Funduszy Inwestycyjnych S.A.
Graduate of the SGH Warsaw School of Economics and postgraduate studies in evaluation of real estate and accounting. He is the holder of stockbroker’s licence No. 740.
He has been connected with the capital market and investment funds for 25 years. His professional career started at Financial Services and Raiffeisen Capital Investment companies where he worked as a stockbroker. Then, he performed the function of an accountant of investment funds at Korona Towarzystwo Funduszy Powierniczych and Przymierze Towarzystwo Funduszy Powierniczych. In 1998, he was appointed Operating Office Director of Bankowy Otwarty Fundusz Emerytalny, a pension fund, and in the years 2000-2002 – Management Board Member and President of the Management Board of Finanse Agent Transferowy. In 2006, he was appointed Vice President of PTE Bankowy S.A. responsible in particular for the investment activity of the pension fund. From 2010 to 2017, he was employed as the Director of the Fund Accounting Department at Moventum Sp. z o.o.
Legal counsel, tax advisor and partner at MDDP Michalik Dłuska Dziedzic and Partners.
Graduate of the Faculty of Law and Administration and the Faculty of Modern Languages of the University of Warsaw. She started her professional career in 1990 at the Ministry of Finance. In the years 1990-2004, she was employed at Ernst & Young Sp. z o.o. as consultant, manager and from 1996 – as partner. From 2004, she has been a partner at MDDP Michalik Dłuska Dziedzic and Partners. She is an expert in transfer pricing and company income tax. She provides effective advisory services to both international and Polish companies. Her expertise includes tax strategy determination with a special focus on the investment stage and the management of the risk connected with transfer prices at different areas of business activity. She has been an advisor to big investors in the process of privatisation and capital investments, in particular during the privatisation of the steel industry.
Vice President of the Management Board of PLUS BANK S.A. with the registered seat in Warsaw.
Graduate of the University of Lodz – master’s degree in organisation and management, the SGH Warsaw University of Economics – Master of Business Administration and postgraduate studies – management of risk at financial institutions (SGH Warsaw School of Economics). In the years 2010-2011, he was a Member of the Management Board of Allianz Bank S.A. Then, in the years 2011-2013 – a Member of the Management Board of Pocztowe Towarzystwo Ubezpieczeń Wzajemnych. From January 2014, he has been an employee of FM Bank PBP S.A. with the registered seat in Warsaw. He started as the Risk Management Advisor, and in August 2014, he was appointed Management Board Member. In the years 2017-2018, he was the Credit Policy Director at FINUP Sp. z o.o. with the registered seat in Warsaw. From May 2018, he has been a Member of the Management Board of PLUS BANK S.A., and from October 2018 – Vice President of the Management Board.
Director of the Treasury Department at PLUS BANK S.A. with the registered seat in Warsaw.
Graduate of the SGH Warsaw School of Economics, the Faculty of Domestic Trade. In the years 1980-2001, he was employed at Bank Polska Kasa Opieki S.A. at departments connected with the management of the bank’s monetary policy, also as the Director of the Market Operations Office. In the years 2001-2002, he worked as the Director of the Treasury Office at Śląski Bank Hipoteczny S.A. From August 2003, he has been employed as the Director of the Treasury Office at Plus Bank S.A. He has completed numerous professional trainings and workshops, also abroad, concerning the management of monetary market instruments and the evaluation of investment projects, including a training for candidates for investment advisors.