Company IPOPEMA Securities S.A.

Equities

IPE

PLIPOPM00011

Investment Banking & Brokerage Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Sector Other Investment Banking & Brokerage Services

Delayed Warsaw S.E. Other stock markets 04:29:16 15/05/2024 pm IST			5-day change	1st Jan Change
3.71 ^PLN	-1.85%		-2.88%	-1.85%

27/03	IPOPEMA Securities S.A. Reports Earnings Results for the Full Year Ended December 31, 2023	CI
05/02	CEO of Warsaw Stock Exchange replaced in shareholder vote	RE

Ipopema Securities SA is a Poland-based company engaged in financial services. The Company specializes in investment banking services such as preparation and execution of transactions on the capital market using share instruments, debentures and hybrid instruments. Ipopema Securities SA also provides brokerage services as well as company analyses. The Companyâs offer is above all addressed to domestic and foreign corporate customers and also includes the access to developed foreign stock markets as well as emerging markets. As of December 31, 2011, the Company operated three subsidiaries, wholly owned Ipopema Towarzystwo Funduszy Inwestycyjnych SA and Ipopema Asset Management, as well as 50.02%-owned Ipopema Business Consulting Sp. z o.o.

Number of employees: 240

PLN in Million	2022	Weight	2023	Weight	Delta
Investment Fund and Portfolio Management of Brokerage Financial Instruments 70.6 %	176	67.7 %	229	70.6 %	+29.94%
Brokerage and Related Services 19.6 %	55	21.1 %	64	19.6 %	+16.04%
Consulting Services 9.8 %	29	11.3 %	32	9.8 %	+9.06%

PLN in Million	2022	Weight	2023	Weight	Delta
Poland 99.3 %	252	96.9 %	322	99.3 %	+27.74%
Foreign 0.7 %	8	3.1 %	2	0.7 %	-70.59%

Managers	Title	Age	Since
Miroslaw Jacek Borys FOU	Founder	51	02/05/02
Jacek Lewandowski CEO	Chief Executive Officer	52	02/05/02
Marcin Kurowski COO	Chief Operating Officer	-	-
Janusz Ryszard Diemko BRD	Director/Board Member	55	01/05/01
Danuta Ciosek AUD	Comptroller/Controller/Auditor	-	-
Stanislaw Waczkowski PRN	Corporate Officer/Principal	47	01/06/01
Mariusz Maria Piskorski PRN	Corporate Officer/Principal	52	01/05/01

Members of the board	Title	Age	Since
Jacek Wojciech Jonak CHM	Chairman	59	20/07/20
Ewa Marta Radkowska-Swieton BRD	Director/Board Member	-	-
Janusz Ryszard Diemko BRD	Director/Board Member	55	01/05/01
Bogdan Kryca BRD	Director/Board Member	56	01/06/01

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	29,937,836	18,557,364 ( 61.99 %)	0	61.99 %

Name	Equities	%	Valuation
Aviva Investors Poland Towarzystwo Funduszy Inwestycyjnych SA 6.063 %	1,815,000	6.063 %	2 M zł
Quercus TFI SA (Investment Management) 4.057 %	1,214,548	4.057 %	1 M zł
UNIQA PTE SA 1.545 %	462,466	1.545 %	432 031 zł
Pekao Pioneer PTE SA 1.347 %	403,189	1.347 %	376 655 zł
PKO BP Bankowy PTE SA 1.293 %	387,045	1.293 %	361 574 zł
Nordea PTE SA 1.113 %	333,253	1.113 %	311 322 zł
Pocztylion – Arka Powszechne Towarzystwo Emerytalne SA 0.6609 %	197,872	0.6609 %	184 850 zł
Pekao Investment Management SA 0.1843 %	55,186	0.1843 %	51 554 zł
Ardea Alba SA 0.0373 %	11,172	0.0373 %	10 437 zł
KBC TFI SA 0.0142 %	4,263	0.0142 %	3 982 zł

IPOPEMA Securities SA

ul. Prozna 9

00-107, Warsaw

+48 22 236 9200

http://www.ipopemasecurities.pl

Name	Category and Sector
IPOPEMA TFI SA IPOPEMA TFI SA Investment ManagersFinance IPOPEMA TFI SA (IPOPEMA) is a fund investment management firm headquartered in Warsaw, Poland. The firm was founded in 2007and is a subsidiary of IPOPEMA Securities SA (WSE: IPE). The firm offers portfolio management services to insurance companies, non-profit organizations and individual investors.	Investment Managers

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
IPOPEMA SECURITIES S.A.	-1.85%	28.66M
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CHARLES SCHWAB	+12.02%	141B
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CITIC SECURITIES COMPANY LIMITED	-6.68%	36.47B
RAYMOND JAMES FINANCIAL, INC.	+13.87%	26.32B
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NOMURA HOLDINGS, INC.	+39.17%	16.84B

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