Generali Investments Towarzystwo Funduszy InwestycyjnychS.A.
Overview
Generali Investments Towarzystwo Funduszy Inwestyc is an investment fund company that offers a range of open and closed investment funds, including solutions for individual and corporate clients. They provide an online transaction service for managing fund units and making investment decisions without any associated fees. The company also offers employee capital plans and retirement programs.
Financials
Revenue history (in m)
Data and insights are generated automatically based on financial statements and may contain errors. This analysis is for informational purposes only and does not constitute an official assessment of the company's credibility or business advice.
Statistics
How the company ranks by revenue within its industry, region and across Poland in 2025.
Results vs industry
Industry
Bank accounts
Registered as a VAT taxpayer on 2003-12-31. Active
33 1240 6292 1111 0010 7203 1880- 18 1240 6292 1111 0010 7203 2441
- 88 1240 6292 1111 0010 7203 1763
Debt
No entries in the National Debtors Register (KRZ). No proceedings in KRZ
MSiG notices
| Publication date | Event | |
|---|---|---|
| Jul 1, 2024 | List of claims | |
| Nov 26, 2018 | Bankruptcy notice |
Public aid
No public aid cases recorded in the last 10 years.
Tenders
No recorded participation in tenders.
Trademarks
Generali Investments Towarzystwo Funduszy Inwestycyjnych holds 47 active trademarks registered with the Polish Patent Office. 12 marks have expired or were not registered. The first mark was filed in 2019.
| Mark | Protected until | |
|---|---|---|
| Generali Akcji Ekologicznych Globalny(word) | Apr 9, 2035 | |
| Generali Akcji: Lifestyles(word) | Apr 9, 2035 | |
| Generali Złota(word) | Apr 9, 2035 | |
| Generali Akcji Ekologicznych Europejski(word) | Apr 9, 2035 | |
| Generali Obligacji Ekologicznych(word) | Apr 9, 2035 |
Regulatory authorisations
| Authority | Type | Status | |
|---|---|---|---|
 KNF | Investment fund company | Active | |
 BDO | BDO register entry | Active |
Authorized Representatives
Manner of representation
For the representation of the company, the joint action of two members of the management board or of one member of the management board together with a commercial proxy is required.
Supervisory board
Ownership
| Owner | Share value | Stake |
|---|---|---|
Generali Investments Holding S.p.a. | $5,858,427.88 | 100% |
Beneficial owners
| Person | Rights |
|---|---|
Competitors
| Name | Revenue | Website | ||
|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych PZUS.A. | $74,880,558.05 | pzu.pl | ||
| PFR Towarzystwo Funduszy InwestycyjnychS.A. | $66,272,628.64 | pfrtfi.pl | ||
| Powszechne Towarzystwo Emerytalne PZUS.A. | $56,847,858.30 | pzu.pl | ||
| Generali Powszechne Towarzystwo EmerytalneS.A. | $47,708,018.76 | generali.pl | ||
| Ipopema Towarzystwo Funduszy InwestycyjnychS.A. | $41,578,756.97 | ipopematfi.pl | ||
| Towarzystwo Funduszy Inwestycyjnych Allianz PolskaS.A. | $35,726,593.85 | allianz.pl | ||
| Investors Towarzystwo Funduszy InwestycyjnychS.A. | $33,771,015.70 | investors.pl | ||
| Quercus Towarzystwo Funduszy InwestycyjnychS.A. | $26,022,464.96 | quercustfi.pl | ||
| Forum Towarzystwo Funduszy InwestycyjnychS.A. | $26,345,866.20 | forumtfi.pl | ||
| Rockbridge Towarzystwo Funduszy InwestycyjnychS.A. | $15,702,015.33 | rockbridge.pl |
Change history
| Date | Event | |
|---|---|---|
| 2022-06-10 | Address change (Polna 11, 00-633, Warszawa → Ul. Senatorska 18, 00-082, Warszawa) | |
| 2019-08-22 | Name change (Union Investment Towarzystwo Funduszy Inwestycyjnych → Generali Investments Towarzystwo Funduszy Inwestycyjnych) | |
| 2007-08-10 | Address change (Marynarska 19 A, 02-674, Warszawa → Polna 11, 00-633, Warszawa) | |
| 2003-04-28 | Share capital change (19,689,600.00 PLN → 21,687,900.00 PLN) | |
| 2002-09-17 | Share capital change (57,302,000.00 PLN → 19,689,600.00 PLN) |
FAQ
Last updated: 2026-04-20