Business, Legal & Financial
Since 2003 we have been supporting people in making good financial decisions. Thanks to innovative products, reliable work and flexibility, we safely multiply several-million-zloty worth of our clients’ assets. We are proud that 98% of our clients chose us through recommendations. Private Wealth Consulting has an interest in partnership with independent sales representatives, independent manufacturer representatives, independent sales agents, independent trade agents.
The shareholders of the Company are its managers and an international consulting company Private Wealth Consulting Ltd., which is the guarantor of security and financial stability of the Company.
2003 – establishment of the company and conclusion of the first distribution contracts with leading investment funds, Swiss banks, insurance companies, brokerage houses and financial advisors
2006 – obtaining permission of the Financial Supervision Authority for provision of consulting services, including free investment consulting
2009 – incorporation of a subsidiary administering and creating business structures based on Polish and foreign entities: Companies (e.g. Cyprus, Hong Kong), Foundations, Trusts, Financial Holding Companies
2012 – acquisition of a competitive Company from the financial consulting industry
2013 – after more than 10 years since the beginning of its activity, assets of Private Wealth Consulting have amounted to a few hundred million Polish zlotys
2015 – opening two branches outside of Warsaw: in Kraków and in Katowice.
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