ABOUT US

We are an independent company working for the most demanding Clients

Our team consists of professionals with long-year experience in asset management, private banking and real estate.

We bring a depth of experience in investment business, real estate, law and taxes to drive lasting and measurable results. In order to meet our Clients’ needs we have developed a unique model of cooperation. This allows us to take all the necessary steps to always be at our Clients request and to meet their goals.

VEA IN NUMBERS

818

A number of analysed closed-end investment funds

4

We provide the investment in the following currencies: PLN, EUR, USD, CHF

50

We receive up to date information on bonds being issued by all the fifty brokerage houses in Poland

42

We achieve the information about securities being issued from forty two authorised advisers from all over the country

SERVICES

We focus on comprehensive Client support in the key areas of asset management. We put great emphasis on activities, which the Clients usually have to deal with themselves. We use our long-year experience and practical insight into various investment solutions to effectively coordinate investment, business, legal and tax processes as well as financial operations on a current basis.
Our role is to analyse, report and take specific actions requested by our Client. Our expertise goes far beyond the capabilities of even the most prestigious banks and financial institutions.

We search for and analyse investment opportunities available on domestic and foreign markets. We focus primarily on:

  • Private bond issuances
  • Issuance of closed-end investment funds certificates
  • Real estate investments
  • Analyses of the offers of acquisitions of shares and recapitalisation of small and medium size enterprises (SMEs)
We support our Clients in every operation associated with the real estate investment in the following areas:

  • Coordinating sale/purchase transactions
    • residential estates
    • commercial estates
    • land
  • Support in the property rental process
  • Home staging – rearranging and preparing the property for sale

Our Clients receive invitations to individual business projects. These projects may include venture capital investments for emerging companies, start-ups or private development projects.

We provide additional family office services, which translate into both cost and time savings.

  • Monitoring and analysis of various investments from different institutions
  • Analysis of the submitted investment offers
  • Analysis of bond and stock issuers
  • Collating of negotiable deposit offers
  • Legal cooperation and tax cooperation
  • Tax analysis
  • Role of executor of the last will
  • Support in succession (planning a succession procedure, drawing up the last will)
  • Representing Clients in dealings with banks and other financial institutions
  • Execute and control payments
  • Processing amendments to the agreements, negotiating changes in terms and conditions before financial institutions
  • External CFO Service

STEPS OF COOPERATION


  • Legal and financial analysis, taking into account the effects of the Client’s business activity on his assets

  • Determining key areas of cooperation

  • Conclusion of the general agreement and start of the on-going service

WHY VEA?

Experience

We have practical, in-depth knowledge and experience, thus we are able to provide to our Clients only the verified and analysed information.

Wide range of services

Acting only for the Client, we gather the information about investment projects from all the sources available on the market.

Time-savings

We support our Clients in activities, which they usually have to deal with themselves. This translates directly into time-savings.

Contact Us:

VEA Private Investments
ul. Nowy Świat 5/6
00-496 Warszawa

22 623 85 95

biuro@vea.pl