Managing Director, Fund Services
Adam is an MSc graduate from the Faculty of Management of the University of Warsaw specialising in Accounting and Finance. He is licensed by the Polish Ministry of Finance to provide bookkeeping services and is pursuing further studies to qualify as a Chartered Accountant.
He specialises in comprehensive financial and accounting services of investment funds, investment fund companies and other capital companies from the finance industry in Poland.
As of July 2003, he was focused on building his own company OFIZ that became a part of the Trinity Group in September 2011 and acquired by Vistra in November 2014.
Between 1999 and 2002, he worked for ZURICH, the Swiss insurance and financial group. Whilst holding a position on the Management Board of one of the companies, he was responsible for the accounting records and financial and tax reporting of the general pension fund management company. He was also involved in the process of supervising the valuation and bookkeeping of their open pension fund, and insurance funds and capital funds.
In the years 1994 to 1999, he held the post of Chief Accountant with responsibility for finance and accounting for Oasis Tours Sp. z o.o.. He contributed to the success of the largest tour operator company in Poland.
He speaks Polish and English.
26 Nov 2020
Client profile: A Mexican high net worth individual who recently sold his business and looks to implement a structure for asset protection and succession planning. Vistra services provided: Setting up of revocable trust and company, ongoing…
01 Dec 2020
12 Nov 2020
12 Nov 2020
10 Nov 2020
06 Nov 2020