We are a boutique advisory company whose mission is to help companies build value for all stakeholders.
ADVISORY SERVICES
We help companies build value
for stakeholders by supporting
them in decision making
and communication.
TRAININGS
We run customised and dedicated
trainings related to value creation,
valuation, storytelling, financial
analysis and financial markets.
MATERIALS
FOR STAKEHODLERS
We create high-quality materials for stakeholders (content and design), eg. equity stories, corporate stories, presentations, factsheets etc.
ESG
and guide us in our everyday operations.
We act with integrity, in line with professional codes of conduct.
We love what we do and we do what we believe in.
We take additional effort and go the extra mile for the benefit of our customers.
We develop continuously. We learn new things and gather new experiences.
WM Advisory Sp. z o.o.
Nowogrodzka 50/515
00-695 Warsaw, Poland
office@wmadvisory.pl
We help companies build value for stakeholders by supporting them in decision making and communication of those decisions.
Support in taking decisions that build value for stakeholders.
Organic versus acquisitive growth. Equity versus debt financing.
Corporate strategy and valuation.
Support in relations with shareholders.
Perception studies, Investors’ Days, quarterly presentations.
Dividend and buy-back policies. Creation and valuation of stock option programmes.
Building of financial models and valuation of companies.
Streamlining of the reporting process, creation of controlling and managerial accounting sheets.
We run customised and dedicated trainings related to value creation, valuation, storytelling, financial analysis and financial markets.
We create high-quality materials for stakeholders (content and design), eg. equity stories, corporate stories, presentations, factsheets etc.
Useful and straightforward materials for analysts and shareholders:
Transparent and understandable materials for stakeholders:
We emphasise the importance of sustainable corporate governance, high ethical standards and diversity in decision making. Our CEO is a Co-Chair and Founder of 30% Club Poland social campaign.
If you would like our CEO to participate in a sustainability conference or initiative, please contact us: office@wmadvisory.pl
FCCA, CFA, FSA Credential-holder
CEO & CFO WM Advisory Sp. z o.o.
Co-Chair 30% Club Poland
Over the last decade Milena has been working as a management board advisor, supporting executives of listed and non-listed companies in value creation. She helps take strategic decisions, supports companies in improving their financial and sustainability reporting as well as assists C-level executives in being properly heard and understood by capital financial markets (storytelling). She is an active independent supervisory board member (gaming, tech/IT, entertainment) a member of Association of Independent Non-Executive Directors as well as its Audit Committee. She sits on the ACCA’s Governance, Risk and Performance Global Forum the Corporate Governance Committee of the Warsaw Stock Exchange and is a sustainable corporate governance expert in Business and Human Rights Programme of UN Global Compact Network Poland. She is also one of the Founders and Co-Chair of 30% Club Poland, a social campaign whose aim is to increase board and C-suite gender diversity among Polish companies. She acts also as a Member of Chapter Zero Poland and is on the Experts Council of Individual Women Investors’ Club.
Milena started her career at an international consulting company EY. For 10 years she has been an equity analyst at international brokerage houses recognised for her research in TMT, retail and utilities sectors. She is a multiple times laureate of analysts rankings for her insights and recommendations both domestically (Analyst of the Year title awarded by Warsaw Stock Exchange and Parkiet financial newswire, winner of analysts rankings in TMT and retail sectors) and internationally (top CEE analyst and top consumer analyst titles in international Extel survey).
She loves sharing her knowledge and thus runs trainings on corporate governance, valuation, financial and sustainability analysis, capital markets and storytelling in several business schools (Koźminski University, Łazarski Univeristy at which also acts as an expert in Sustainability and Environment Institute) and leading Polish learning providers (Personalities, Prestige Conferences, Shareo).
Creative Art Director
Magda has over 15 years in design, marketing and PR.
Graphical design is a passion of Magda, who is fluent in graphical designs in key technologies. Magda is a graduate of University of Warsaw. Having worked as PR & Marketing Director in important Polish mutual funds like AgioFundsTFI and Copernicus Group, Magda obtained a crucial understanding of financial markets. She is now translating her expertise into creation of materials for investors and stakeholders which are visually attractive, meeting the needs of customers and winning the hearts of the recipients.