We build, grow, and protect your wealth. For life.
What we do
We believe wealth helps in living a meaningful and fulfilling life.
That’s why we help our clients build, grow, and protect it — for life.
For individuals and families:
Building, managing, growing, and transferring wealth
Wealth management covers everything necessary for managing your wealth during the entire life — bespoke investment plans, broad range of portfolios as well real estate management, inheritance planning, and further complex services.
For external asset managers, institutional partners, financial intermediaries, companies, and financial professionals:
Complex services of portfolio management and licensed securities dealer.
Asset services cover a broad scope of services ranging from purchasing of investment solutions through portfolio creation up to employee programs and investment funds for universities.
We will help you build, grow, and protect your wealth
For over 16 years we have been helping our clients secure their future,
accomplish their financial goals and live a fulfilling life.
That is our goal. That is why we are here.
To help you take care of your wealth from its initial building
through its ongoing growing and protection up to its transfer.
16+ years in business
Own portfolio management
Own IT infrastructure
Regulated by the National Bank of Slovakia
Wealth management for life
WHAT: Lay firm foundation of your future wealth
HOW: Profitable investment products with no needless fees
RESULT: Secured future and possibility to further grow your wealth
WHAT: Further grow existing wealth
HOW: Actively managed wealth for significantly above-average returns, bespoke investment plan
RESULT: Possibilities which wealth offers — and the time to enjoy them
WHAT: Protect your wealth
HOW: Stable portfolios for wealth protection, advisory and legal services
RESULT: Maintaining your standard and opportunities
WHAT: Transfer your wealth so that it can serve and work further
HOW: Complex long-term preparation, advisory as well as wealth transfer and succession services
RESULT: Wealth secured for the next generations
What we think
Commentaries, analysis, video — practical and actionable content for better wealth management during your entire life.
Leave us a message — we will gladly prepare
your personalized plan how you can build and grow your wealth.