PwC’s Strategy& is a global team of practical strategists, committed to helping you seize essential advantage by working alongside you to solve your toughest problems, and capture your greatest opportunities.
Coordinated implementation of new investment funds with sales of c. PLN 200m
Analysed profitability of existing investment products
Prepared sales presentations of 2 investment products with sales of c. PLN 320m
Company Description
PKO TFI was established in mid-1997 by PKO Bank Polski and Swiss financial group Credit Suisse. The units of the PKO TFI investment fund were first introduced to the market of 9 October 1997. Nowadays PKO TFI manages the funds entrusted by nearly half a million customers. The company currently offers more than 40 different types of funds and investment programs, available in a wide distribution network throughout the country. PKO TFI has a leading position in terms of assets under management on the Polish market for investment fund companies. PKO TFI SA is a modern organization oriented to the requirements of our customers, the organization which is constantly developing its offer of investment products tailored to the expectations of investors and market trends.
Cooperated directly with the CEO of the leading financial institution in CEE, represented or assisted him at board meetings, conferences, work meetings etc.
Member of project team responsible for PKO BP’s strategy for years 2016 – 2020 involved close cooperation with external consultants
Prepared analyses, reports and presentations which were later used in decision making by CEO
Company Description
The PKO Bank Polski Group is one of the largest financial institutions in Poland, and it is also one of the leading financial groups in Central and Eastern Europe. We are the undisputed leader of the Polish banking sector, both in terms of scale of operations, as well as equity, assets, number of customers and the extent of the distribution network.
