Trinity Corporate Services is pleased to announce investment in OFIZ, a Polish company specialised in providing professional valuation and accounting services to open and closed end funds (FIO & FIZ), investment portfolios and unit linked products in Poland.
OFIZ, under its CEO Adam Chabior, has been active on the market for over 10 years. OFIZ currently provides accounting and valuation services to over PLN 14 billion of assets under its clients management and works for 16 major financial institutions active in Poland.
Trinity is now in its 7th year of operations as a recommended administrative services provider within the CEE region. This investment increases the assets under administration with Trinity, via its offices in Poland, Czech Republic, Romania and Bulgaria, to EUR over 13 billion. Headcount in Poland alone, with OFIZ joining the Group, numbers 220 employees.
Tom Ravensdale, the founder and CEO of Trinity Corporate Services, said
“It is great to become a strategic partner for a company like OFIZ, with its great management team and impressive client base. It allows Trinity to expand its service offering into the specialized area of Fund Administration in which the most successful trust companies have traditionally been involved. This investment is an integral part of our business growth strategy and clearly provides an excellent platform for further growth and development.”
“It was important for me to find a partner who could support OFIZ’s vision of becoming a clear leader in its sector and I was happy to join up with Trinity, which also shares similar values such as delivery of the highest quality services and maintenance of clients’ trust. The companies remain separately managed but with the combined experience, professional approach and stability they will offer to their clients a broader service offer and an integrated approach to exceed their expectations.” - added Adam Chabior, the founder and CEO of OFIZ.