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Asset Management

The service is provided under a contract between the Client and Michael / Ström and based on a power of attorney granted by the Client.

Successful investing is a very important skill for increasing budgets. Adequate knowledge of how to analyse financial statements or assess the prospects of particular industries, asset classes or market segments, backed up by our Team’s many years of practical experience, may prove to be the key to achieve your investment objectives.

In building our Clients’ investment portfolios, we use both model strategies specially designed by our Asset Management Team as well as strategies arranged individually.

Appropriately adjusted and differentiated levels of accepted risk, expected rate of return and investment horizon ensure a broad spectrum of opportunities even for demanding investors.

If you are looking for someone to actively manage your surplus funds, whether private or your company’s, feel free to contact us. We will be happy to answer all your questions.

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Model strategies are available from PLN 50,000

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Individual strategies are addressed to Clients with surplus funds of more than PLN 5 million

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Advantages of our Portfolio Management Service

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investment decisions are entrusted to people with many years of experience in investing in financial markets and a proven track record in this area

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professional diversification of your investment portfolio through the choice of selected investment funds offered by domestic and international asset management companies

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your investment portfolio composition is adequate to your risk tolerance and investment objectives

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management service costs do not differ from the costs incurred by those who independently invest in fund units or fund shares in a given risk category

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high liquidity of investments resulting from investing in fund shares or units

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easy access to information due to the possibility of continuous monitoring of your investment portfolio performance on the M/S DM platform

Model strategies

As part of Asset Management, five investment-fund-based portfolio strategies are provided matched to your selected levels of risk and expected rate of return, managed by a team with over 20 years of experience.

 

To use the service, the minimum investment amount is PLN 50,000.

 

As part of the management service, five strategies with different risk levels and investment objectives are available.

List of strategies

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conservative strategy

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debt strategy

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income strategy

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balanced strategy

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aggressive strategy

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Asset class map

Model strategies are tailored to our Clients’ acceptable level of risk.
Global exposure to different asset classes makes it possible to achieve the necessary level of diversification and optimise the volatility of your investment portfolio.

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Konserwatywna_112024.pdf

Dluzna_112024.pdf

Dluzna_EUR_112024.pdf

Dochodowa_112024.pdf

Zrownowazona_112024.pdf

Agresywna_112024.pdf

Individual strategy

For Clients with surplus funds of more than PLN 5 million, we can develop an individual strategy. As part of this service, our asset management team will prepare an individual portfolio based on selected securities, taking into account the accepted level of risk, investment horizon and expected rate of return, while ensuring full freedom of disposal of the funds collected.

 

In the investment process, considerable emphasis is put on appropriate selection and diversification, followed by constant monitoring of our Client’s portfolio.

 

This strategy includes also ongoing contact with a team with over 20 years’ experience in managing Clients’ assets.

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Investment process

In the investment process, considerable emphasis is put on appropriate selection and diversification, followed by constant monitoring of particular funds.

 

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Asset Management Team

Tomasz Wronka

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Tomasz Wronka

Asset Management Department

Tomasz Wronka

Graduate of the Warsaw School of Economics (SGH) in Finance and Banking. Nearly 20 years of experience working in the financial market, 14 of which in operational positions directly related to asset management at brokerage houses and investment fund companies. He specialises in investments in interest rate, bond and commodity markets as well as multi-asset and absolute return strategies.

For many years, he was responsible for, among other things, the management of portfolios of fund shares and funds of funds, achieving leading investment results compared to competing products.

Jakub Krawczyk

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Jakub Krawczyk

Asset Management Department

Jakub Krawczyk

Graduate of the Poznań University of Economics and Business in Capital Investment and Corporate Financial Strategies. Licensed investment adviser (360) and securities broker (2292). He has worked with financial institutions since 2011. He gained his professional experience for instance at investment fund companies Skarbiec TFI and Ipopema TFI where he managed treasury, corporate and foreign bond funds.

Participant of numerous trainings on financial instruments organised by both Polish and international institutions. Involved with Michael / Ström Dom Maklerski S.A. since December 2021.

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If you are interested in our services, please leave us your details and we will get back to you.

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