About us
Our mission statement
E (Empathy) – every stage of our work has been guided by the motto “Client first”. We strive to respond to the client needs. We extremely value the confidence that our Clients have in us, entrusting us with their money. We are aware that without our Clients, it would not be possible for our Company to exist.
Q (Quality) – our priority is the highest quality of the proposed investment solutions. In the process of creating new funds, we analyze in detail many business projects to finally choose the one which, in our opinion, will be the most valuable solution and will bring profit for all the involved parties adequately to the risk incurred. Throughout the term of each fund, we systematically review the risk and quality of management.
U (Unique) – we provide solutions that are original and unique on the market. We do not copy other people’s ideas, we look for engaging areas of activity which have not been explored by the competition, attractive underlying assets or cutting-edge investment strategies. At the same time, it is not every project that we take up: we create and manage only such funds the functioning of which we understand perfectly and we are firmly convinced that we do it well.
E (Excellence) – our team consists of both specialists with many years’ experience in creating and managing investment funds, and young people, starting their professional career. People whom we employ not only have extensive knowledge but are really passionate about capital markets, full of energy and bursting with new ideas, creative, committed, constantly improving their know-how and ready to work in a dynamically operating company. Together, we make a good and motivated team, sharing the same values and applying the same principles. A friendly work environment, good mutual relations and co-operation atmosphere are conducive to a continuous improvement of our employees’ efficiency.
S (high Standards) – our goal is to provide the highest quality investment solutions, where the interest of the Client’s always comes first, while maintaining the highest ethical standards in business. We believe that capital can be gained and accumulated with integrity, and not at all costs. Credibility is our superior value, we seek it every day, showing respect to our Clients and partners, maintaining a transparent and reliable information policy, being a responsible, loyal and honest partner and a caring employer.
President of the Management Board
Tomasz
Korab
Tomasz
Korab
Holds an investment advisor license No. 167 and a stockbroker license No. 1581. He graduated from the Finance and Banking Department of the Warsaw School of Economics. He began his professional career in 1997 as a stockbroker in Bank Handlowy w Warszawie SA. Next, he was responsible for the overall customer relationship of CAIB Investment Management SA , including consulting services on selection and changes of the Customers' investment strategies. In the years 2001-2003, he was an Investment Advisor and Deputy Portfolio Management Director in BRE Asset Management SA, responsible for stock and balanced portfolios. From 2004, a Member of the Management Board and then Vice-President of the Management Board of OPERA TFI SA. In the years 2007-2010, General Partner of OPERA-Kwiatkowski i Wspólnicy S.K.A. - a company managing portfolios of investment funds and individual portfolios of Customers. In EQUES Investment TFI SA since November 2011.
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Member of the Management Board
Kamil
Chylak
Kamil
Chylak
Holds a stockbroker license No. 2000 and the title of the Qualified Securities Registration specialist No. 482. He graduated from the Finance and Banking Department of the Warsaw School of Economics. He began his professional career in 2000 in the banking sector as a Clerk and then as a Specialist in the Domestic Operations Department in the SOCIETE GENERALE SA Branch in Poland. Since 2004, he has been associated with the capital market, as he started work in the Bank's Department of Trust Services. In the years 2008-2011, he was associated with the OPERA group where he worked first as a Team Manager and then as the Director of the Department of Records and Registers in OPERA Dom Maklerski Sp. z o.o., where he organized the operation of the back office and was responsible for cooperation with international financial institutions in the scope of operation of the Brokerage House in foreign markets. From 2010 to May 2011, a Member of the Management Board of OPERA Dom Maklerski Sp. z o.o. supervising the Department of Records and Registers, the Legal Department and the Department of Development and Marketing, and during the vacancy at the position - from September to October 2010 - Supervising Inspector. In the years 2008 - 2010, he also worked as the Settlement Department Director at OPERA-Kwiatkowski i Wspólnicy S.K.A. In EQUES Investment TFI SA since November 2011.
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Member of the Management Board, Chief Investment Officer
Jakub
Liebhart
Jakub
Liebhart
He began his professional career as an Analyst in the Asset Management Department, since 2014 he manages EQUES Aktywnego Inwestowania FIZ. President of EQUES Investment TFI S.A. Investment Committee. He held positions of Head of Alternative Investments Fund Management, Head of Capital Market Fund Management and Commercial Proxy. In EQUES Investment TFI S.A. supervises investment decisions, responsible for analysis of investment projects and fund management. He manages EQUES Akumulacji Majatku FIZ and EQUES Akcji Sektora Prywatnego FIZ. Master of Science in Economics (the field of studies: Finance and Accounting), holder of Bachelor’s Degree in International Economics, graduate of Warsaw School of Economics, International Master in Business Management scholarship at Université Paris-Est Créteil.
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Commercial Proxy, Head of Development
Piotr
Fuliński
Piotr
Fuliński
He began work on the financial services market in 2003 as an Account Manager in Eurobank SA. In the years 2004-2005 he was employed in BPH TFI SA, where as a member of the Project Management Department, he was involved, among others, in creating investment funds, employee pension schemes and employee savings schemes. In the years 2006-2011, he worked for the OPERA group. His competencies as a Development Specialist, and then as a Project Manager and from 2008 Director of the Project Management Department in OPERA Towarzystwo Funduszy Inwestycyjnych SA included management of projects related to the creation of investment funds, broadly taken administration of investment funds and cooperation with investors in dedicated funds. In the years 2008-2011, he also worked at OPERA Dom Maklerski Sp. z o.o. as the Director of Primary Market Department. In EQUES Investment TFI SA since January 2012.
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Supervisory board
Jerzy
Kobyliński
A graduate from the Hydro-engineering Department of Gdansk University of Technology. In the years 1990 – 1994 General Director in Fundusz Gospodarczy NSZZ Solidarność Sp. z o.o. From 1990 till 1994 President of the Supervisory Board at Solidarność Chase Bank SA and Member of the Supervisory Board at STU HESTIA Insurance SA. In the years 1994 – 1995 CEO at Sopocki Dom Maklerski SA, and from 2002 to 2016 at Prime Car Management SA. In the years 2002-2010 he also joined Miedzynarodowe Targi Gdanskie SA as President of the Supervisory Board. Currently holds CEO position in: Futura Leasing SA (since 1995) and Masterlease Sp. z o.o. (since 2010). He holds Chairman of Supervisory Committee of the Polish Leasing Association (PLA) position since 2004, and is also a Vicepresident of the Executive Board at this Association (since 2014). Member of the Board at Theatrum Gedanense and Hospicyjna Foundations. Member of the Lions Club Gdansk – 1.
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Krzysztof
Fąferek
A graduate from the Hydro-engineering Department of Gdansk University of Technology (1979-1985) Spółdzielnia Usług Hydrotechnicznych „Wodnik” – Member of the Management Board (1985-1989) PTH Top-Art. Sp. z o. o. - Member of the Management Board (1989 - 1992) Towarzystwo Inwestycyjne ART Sp. z o. o. - Member of the Management Board (1992-1999) Meritum Bank ICB SA – Member of the Supervisory Board (2008-2012) Dom Finansowy QS SA - Member of the Supervisory Board (since 2000) Cross Finance Sp. z o.o. - Member of the Supervisory Board - (since 2002) Cross Loan Sp. z o.o. - Member of the Supervisory Board - (since 2014) Investments Sp. z o.o. (General Partner in Alfa Investments Sp.z o.o. S.K.A.) - Member of the Management Board - (since 2008) Invest Sp.z o.o. (General Partner in Beta Invest Sp.z o.o. S.K.A.) - Member of the Management Board - (since 2013) EQUES Investment TFI SA - Member of the Supervisory Board
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Paweł
Gricuk
A graduate from the University of Łódź, Faculty of Economics and Sociology. Since 2015 Member of the Supervisory Board at Paradyż SA. Since 2013 Chairman of the Investment Committee of Polskie Inwestycje Rozwojowe SA ("PIR SA"). Since 2010 the founder and owner of PGEnergy Capital Management Sp. z o.o. In the years 2005-2015 Member of the Supervisory Board at TVN SA, and from 2014 to 2015 Advisor in Tele-Fonika Kable SA. Earlier, he held CEO at Petrolinvest SA (2007 - 2010), Member of the Board of Directors at "Wheelebrator Inc." (2006-2008), and had own business activity "JADE INVESTMENTS" (2005-2007). From 1993 to 2005 associated with J.P.Morgan & Co., as a Vice President in London and later as President of the Branch of J.P. Morgan Chase Bank in Warsaw. In the years 1990-1993 Senior Auditor at Arthur Andersen. In the years 1989-1990 owner of the company "Desk Top Cafe" in Wellington, New Zealand.
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Radosław
Koszewski
Professor of Economics. Since 2015 he has been a Professor at the Warsaw University of Technology, Faculty of Administration and Social Sciences, Division of Socio-Economic Policy. Since 2003 he has been the Executive Education Director of IESE Business School in Poland. Since 2015 – the President of the Management Board of Executive Education Center Sp. z o.o. – a company conducting academic and educational activity, closely co-operating with leading scientific centers in the world, such as IESE Business School and SRI International (formerly known as Stanford Research Institute). In the years 1997 – 1998, he worked for the Central Connecticut State University in the USA and in the years 1998 – 2015 for the Institute of International Business at the University of Gdańsk. Since 2012, he has been on the Advisory Board of the Strathmore Business School in Nairobi
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Andrzej
Puncewicz
A law graduate form the University of Warsaw, an economic gratuate from Warsaw School of Economics and an Executive MBA from the University of Chicago Booth School of Business. He has begun his professional career in 1997. He is the founder and managing partner of CRIDO, one of the largest Polish advisory groups. He has extensive experience in the field of international tax law, as well as reorganizations and transactions. He has worked with Polish and international capital groups from real estate industry, financial intermediation and oil and gas sectors. Those entities are operating on the regulated market, e.g. investing in securitization or real estate funds, but also foreign investment funds. Furthermore he has represented companies listed on the public stock market. He has participated as an expert in legislative works concerning tax law and provisions regulating the issues of auditors' liability. Member of the Polish branch of the International Fiscal Association (IFA), in which he served as the president between 2014-2016. He has been awarded multiple times in variety of tax advisory rankings.
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