Wealth management solutions constitute an integral part of mBank's Private Banking & Wealth Management services. 

They provide clients with access to knowledge of highly qualified specialists and analysts, as well as comprehensive property management. The key elements for developing strategies of property and asset management are the analyses and recommendations prepared by experts employed in the company, but also in cooperating parties, such as TFI, law firms, insurance companies and tax advisors.

Within the framework of comprehensive property management, mWealth Management offers the following:

• investment advisory: individual solutions tailored to the needs of the Client, after the business plan and the risk acceptance level have been considered
• asset management: assets are managed in line with a selected investment strategy
• optimal legal and tax solutions: precise optimisation of tax burdens, compliant with the applicable legislation
• intergenerational transfer – inheritance planning that allows securing accumulated assets and passing them on to the next generations in the most advantageous way

mWealth Management S.A. operates since the year 2000, initially as BRE Asset Management S.A. and later as Skarbiec Investment Management S.A. The permit for brokerage activity has been granted to mWealth Management S.A. by the Polish Securities and Exchange Commission (currently: Polish Financial Supervision Authority).

mWealth Management possesses the following licences: management of financial instruments portfolio on demand, investment advisory, receiving and forwarding orders for purchase of financial instruments, preparation of investment and financial analyses and other recommendations of a general nature, as well as the license for offering financial instruments.