Tomasz Michalak

Managing Director || Mutual Funds || Asset Management || Personal Finance || Banking

Warsaw, Mazowieckie, Poland

About

More than 20 years of experience working for top, global financial institutions with solid expertise in the banking and asset management sectors. In 2007 joined Union Investment TFI, where plays a key role in the management of sales structures. Since 2016 holds the position of Managing Director of the Sales Division in Poland as well as in international markets. Responsible for both institutional clients representing corporate treasuries, the insurance and banking sectors, including cooperative banks and individual ones. In 2019, Union Investment TFI was recognized as the best independent asset manager in Poland. Till the end of 2019 Managing Director at Generali Investments TFI (after changing the name from Union Investment TFI). Since 2020 at Caspar Group responsible for sales and marketing departments at Caspar TFI. Before joining Union Investment TFI was Sales Director in the Cash Management Division in Citibank Poland, in charge of a sales team and responsible for key accounts. Deep experience in all aspects related to managing corporate clients across different segments - e.g. Top Tier Local Clients and Global customers. Prior to that was Product Unit Manager responsible for mass payment collection products.

Experience

  • Dyrektor ds. klientów strategicznych at PKO TFI
    Mar 2026 - Present · 5 mos

  • Caspar - Inwestujemy Globalnie (5 yrs 9 mos)
    • Managing Director at Caspar TFI
      Apr 2023 - Feb 2026 · 2 yrs 11 mos

    • Vice President of the Board, Sales & Marketing at Caspar TFI
      Apr 2021 - Apr 2023 · 2 yrs 1 mo

    • Director, Strategic Clients
      Jun 2020 - Apr 2021 · 11 mos

  • Managing Director at Generali Investments Towarzystwo Funduszy Inwestycyjnych SA
    Aug 2019 - Dec 2019 · 5 mos

  • Union Investment (11 yrs 11 mos)
    • Managing Director
      Nov 2016 - Jul 2019 · 2 yrs 9 mos

    • Director Institutional Clients Department
      Sep 2007 - Oct 2016 · 9 yrs 2 mos

  • Citibank (5 yrs 11 mos)
    • Sales Director
      Oct 2005 - Aug 2007 · 1 yr 11 mos

    • Product expert
      Oct 2001 - Oct 2005 · 4 yrs 1 mo