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.
Robert Skłodowski
President of the Management Board
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.
Konrad Perliński
Vice President of the Management Board
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.
