We treasure your wealth, steadily over time

We treasure your wealth

Pacific Trust & Investment Group Sp. z o.o. is a wealth management company specializing in tailored discretionary asset management. We manage our clients’ wealth on a long-term basis, through ups and downs.

We know each of our clients personally, their needs and goals. We secure our clients’ financial freedom by conducting careful stock picking and sustainable asset management by using our independent views.

Tailored Asset Management

In our tailored discretionary asset management, we manage our clients' wealth on a long-term and independent basis through ups and downs.

Wealth Planning

Individual wealth planning and related legal services are an important part of long-term wealth management. We also provide family law and tax advisory services to our clients.

Funds

Our three investment funds provide you access to PTIGFI’s active portfolio management in a fund structure.

PTIGFI Nordic Equity UCITS

PTIGFI Nordic Equity invests in companies listed in the Nordic countries.

PTIGFI Technology Fund AIF

PTIGFI Technology Fund invests globally in technology companies.

PTIGFI Water Fund AIF

PTIGFI Water Fund invests globally in sustainable water companies

Responsible investments

Good companies act responsibly. We see that responsibility is a prerequisite for sustainable value creation, and sustainability assessment is therefore always a part of our investment decision.