Investment products

IPOPEMA Securities investment product range includes: 

  • Open-end investment funds – we work with 15 investment funds (TFIs). These include IPOPEMA TFI, Skarbiec TFI, AgioFunds TFI, Rockbridge TFI, Noble Funds TFI, Investors TFI, Caspar TFI, Quercus TFI, Generali TFI, Allianz TFI, UNIQA TFI, Fidelity International (Luxembourg), Schroders Investment Management, SUPERFUND TFI, TFI PZU, and VIG C-Quadrat TFI
  • Closed-end investment funds – we have access to public and private issues of closed-end investment fund certificates from a range of more than a dozen investment funds
  • Structured certificates

Private Clients

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Brokerage accounts

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IPOPEMA Securities also provides investment advisory services through a private brokerage model and within the framework of model and individual portfolios. Investment advisory services involve providing a personalized recommendation to the client, tailored to their needs and circumstances. The recommendation concerns the purchase or sale of a financial instrument or instruments, or the performance of other investment-related activities (including refraining from a given transaction).

IPOPEMA Securities develops and provides clients with investment recommendations as part of the following services:

Portfolio advisory fund variant
Portfolio advisory variant of brokerage instruments
Portfolio consulting mixed variant
Portfolio consulting, individual option
Model Portfolios Open-End Investment Fund/Structured Open-End Investment Fund

In the Portfolio Advisory service, reports containing investment recommendations are provided to the client periodically, in accordance with the agreement. These reports include recommendations regarding asset classes and specific financial instruments, a description of the macroeconomic situation, and the performance of the client’s investment portfolio or the performance of a model investment portfolio.

Our advantages: 

  • We offer structured products tailored to client expectations.
  • Product launches are preceded by a detailed and rigorous analysis by the Investment Committee.
  • Special transactions, such as ABB, SPO, and pre-IPO, are available to individual clients from an investment threshold determined for each transaction.
  • We have built a dedicated trading system from scratch for individual clients and advisors, tailored to the specific needs of IPOPEMA Securities clients.