Building your wealth with character and integrity

What we do

We help our clients achieve fulfilling lives through sustainable wealth creation.

Wealth Management

Growing, managing and enhancing assets for individuals and families

Our comprehensive wealth management services platform includes bespoke investment and retirement planning, a wide range of investment portfolios, real estate management, estate planning, and more.

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Asset Services

We are a licensed securities dealer offering portfolio management and the full suite of investment services for external asset managers, institutional partners, financial intermediaries, companies and financial professionals.

From purchasing investment solutions to creating bespoke portfolios and investment strategies, to employee programs and investment funds for universities, our partners value us for our experience and track record.

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We can help you
build your wealth

Over the last 13 years our goals have been helping our clients
secure their future, meet their financial goals and live a fulfilling life.

These remain our goals. That is why we are here.

Peter Štadler podpis

Peter Štadler

CEO, Founder

Satisfied clients

More than 5,000 satisfied clients since 2007

Since 2007

14+ years of experience and results

Regulations and security

We are regulated by the National Bank of Slovakia under investment company licence

Start building and growing your wealth

Get in touch with us today to find out how we can prepare a personalized wealth management plan