Finax reaches PLN 1 bln in assets in Poland
Slovak investment firm Finax has surpassed PLN 1 bln in assets under management in Poland, where it now serves 19,000 clients. Poland has become one of the company’s most important European markets. More than 10,000 clients use its pan-European pension product, OIPE, which holds PLN 380 mln, while nearly one-third of Polish deposits are in Elite, its wealth management service for clients investing over EUR 100,000.
Finax is also strengthening Poland’s role in its governance, appointing Klaudia Sibielak and Grzegorz Jajuga to its supervisory board. Polish clients invest with an average horizon of 18.3 years, and their portfolios consist of about 79% equity ETFs and 21% bond ETFs.
