22:35 29 January 2025
PKO BP expands wealth management
In November 2024, Samer Masri, an investment professional with over 15 years of experience, became head of PKO Bank Polski’s brokerage house. His appointment aligns with PKO BP’s strategy to introduce a top-tier wealth management service in Poland.
The brokerage house will handle investment advisory and asset management, though PKO BP must first obtain an asset management license. Documentation for approval is in progress.
Currently, investment advisory is available only to brokerage house clients, limiting its reach. The new model will extend services to private banking clients with over PLN 70 billion in assets, eventually expanding further. Clients will be able to execute portfolio recommendations with a single click, streamlining the process.
The rollout, requiring technological upgrades, is planned for 2026. PKO BP will also provide financial analysis and market insights to a broader client base beyond advisory agreements.
