INVESTMENT PORTFOLIO STRUCTURE
I OFFER SOLUTIONS
I support investors in the financial and business sense, and in particular in negotiations. To those investors looking for opportunities or investments in particular sectors, I provide support in achieving their investment target. As an investor who has achieved her own investment successes and participated in the failures inherent in business, I know which aspects to pay attention to and how to protect invested funds. My actions focus on safety and benefits.
When building my team, I took into account the clients’ needs, which is why it consists of specialists experienced in investing in international capital and financial markets. I offer solutions on the European, American and Asian markets, both in investment as well as legal and tax matters.
Long-term relations with foreign banks allow me to see costs invisible to the client’s eye. I act as an intermediary in contacts with banks, optimise the costs of servicing investment portfolios. Since 1997, I have set up over 200 investment accounts in Poland and around the world.
Together with my team, I execute domestic and foreign acquisitions, efficiently using Polish and foreign corporate instruments, such as holding companies, funds, etc. Since 1998, I have established over 150 different types of investment structures in Poland and worldwide (Europe, Asia, USA). To the extent necessary, I carry out the reorganisation of assets before or after an investment has been realised. This can be done through the transfer of the investment to another country, liquidation, merger, transformation, but above all, simplification!
- How to hedge assets against inflation and at the same time ensure their liquidity
- In which markets to invest in the face of mounting geopolitical risks and the impending crisis
- Where to open an investment account
- Can the insurance of loved ones be linked to your investment portfolio
- Are investments on the Polish market a good choice; if so, what investments
- How and where to invest in gold
- How to structure such a dynamically changing portfolio
I have tens of millions of zlotys on my account, but I do not know to what extent I manage them properly. I’m quite involved in the development of my business, so I don’t have time to look at what’s going on in my investment portfolio.
When reorganising my assets, I had the opportunity to talk about my investments with Dr Anna Maria Panasiuk. After closer analysis it turned out that my passive income which to begin with was quite meagre, was eaten up by the costs of maintaining it and bank commissions. In order to make things much better some adjustments were sufficient.
In addition, it turned out that when I set up a portfolio outside Poland, I did not foresee the formal obligations that I would have in connection with holding the portfolio.
Quite by chance, this was picked up by Dr. Anna Maria Panasiuk. We have at the same time settled our inheritance matters, which with assets held outside the country is not as straightforward (a foreign bank had taken issue with the Polish executor of the will). I am now confident that all issues have been properly taken care of and I can safely return to everyday matters and my business.
I have profitably sold businesses twice. I invested the profits into several projects which gave me a return of 5–7%, less management costs.
After a joint analysis with Dr. Anna Maria Panasiuk, we were able to diversify the portfolio and increase the return on investment, which is currently in double digits (12–15%). Business success fluctuates, so it is very important to secure the invested funds. Thanks to proper advice and proper investment safeguards, I now feel safe.
The current approach is of a completely different quality compared to my previous fairly high-risk exposure. This year, i.e. after two years, I successfully closed the first investment carried out entirely by Dr. Anna Maria Panasiuk and her team.
I will be happy to introduce to you the possibilities of good organisation and protection of your assets. I operate locally and internationally, adapting the best solutions: legal, tax, business and financial to the individual needs of clients.
