Wealth Management services:
Grow your wealth for life.
Get results and time.
Relying on professionals and complex wealth management services is one of the best ways to grow your wealth — for life.
Thanks to this, your assets can grow, and you can get the time
to enjoy your life and the possibilities which wealth offers.
WEM approach to wealth management
Wealth management services cover everything necessary to manage your wealth for life — to build, grow, protect and, in the end, to transfer it properly.
Therefore, what you will find here includes:
- Products and services designed to build, grow, and protect your wealth — investment portfolios and private equity services
- Complementary wealth management services created to make your life easier, bring you an added value and provide you with more comfort and options
WEM Portfolios
We offer a broad array of portfolios that accomplish diverse needs ranging from dynamic portfolios with the potential of highly above-average appreciation to conservative portfolios focusing on preserving a stable value of your wealth.
| Portfolio | Category | Overall yield | Average annual yield |
|---|---|---|---|
| WEM Equity Global | Dynamic portfolio | 553.31% |
21.84%
Detail
|
| WEM Equity US | Dynamic portfolio | 532.50% |
21.43%
Detail
|
| WEM Balanced | Balanced portfolio | 210.01% |
12.65%
Detail
|
| WEM Balanced ETF | Balanced portfolio | 153.19% |
10.27%
Detail
|
| WEM Dynamic ETF | Dynamic portfolio | 23.56% |
%
Detail
|
| WEM High Yield Bonds | Conservative portfolio | 49.02% |
4.29%
Detail
|
| WEM Investment Grade Bonds | Conservative portfolio | 41.25% |
3.70%
Detail
|
| WEM Safe Haven | Conservative portfolio | 34.92% |
4.37%
Detail
|
| WEM SFT – Dynamic | Investment savings | 396.02% |
11.68%
Detail
|
| WEM SFT – Balanced | Investment savings | 129.38% |
5.89%
Detail
|
| WEM SFT – Conservative | Investment savings | 28.45% |
1.74%
Detail
|
| WEM Opportunities: Gaming | Thematic portfolio | 42.15% |
6.40%
Detail
|
| WEM Opportunities: Emerging Markets | Thematic portfolio | 195.44% |
13.59%
Detail
|
| WEM Opportunities: Oil *CLOSED* | Thematic portfolio | 45.32% |
44.58%
Detail
|
| WEM Opportunities: Payments Ecosystem *CLOSED* | Thematic portfolio | 54.78% |
41.86%
Detail
|
| WEM Opportunities: Artificial Intelligence *CLOSED* | Thematic portfolio | 18.7% |
28.52%
Detail
|
WEM Private Fund — alternative investments
Wealth management services
Explore the range of our services — start by choosing the amount of invested wealth.
Investment services
Complementary services
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Start-ups and Venture capital Complementary services
A dynamic and attractive field providing our clients with the opportunities to appreciate their investments through sale or dividend payouts. Other services include:
- Intermediation of interesting opportunities to invest in companies or projects
- Analysis of business plans
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Family Asset Management
Important service designed to help our clients preserve, grow, and transfer their wealth:
- Comprehensive legal assistance
- Analysis of the legal structure of family assets
- Analysis of legal contracts and settlement of inheritance proceedings
- Seamless transfers of family assets
- Family holding
- Endowment and trust funds
- Sale of family assets
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Wealth Structuring
with assets over 250 000 EUR
Exclusive wealth management services cover even the most demanding requirements of our clients and deliver on our promise to provide world-class service and results.
Main services of Wealth Structuring
- All services included in Wealth Advisory and Wealth Guide
- Comprehensive bespoke individual investment plan
- Regular presentations of new investment opportunities
- Tactical and strategic asset allocation according to individual client situation and needs
- Alternative investments
- Start-ups, venture capital
Complementary services Wealth Structuring
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Wealth Guide
with assets over 50 000 EUR
Our suite of extended wealth management services is designed for sophisticated clients who have already started to actively build their wealth or who are seeking to grow existing wealth.
Main services of Wealth Guide
- All services included in Wealth Advisory
- Exclusive WEM portfolios with their investment architecture
- WEM Investment Opportunities portfolios
- Bespoke investment strategies and portfolios
- Comprehensive guidance in adjusting and growing wealth
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Legal services
A vital component of wealth management, legal services can save significant amount of time and provide an important added value. We provide analysis and consultancy in a broad range of contractual relationships:
- Setting up contractual conditions for undivided co-ownership
- Contractual coverage for asset transfers
- Will preparation
- Verification and optimization of company contracts and contractual relations
- Other legal services according to specific needs — please get in touch, we will surely find the optimal solution
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Tax and Accounting services
We provide comprehensive tax and accounting consultancy for individual and legal entities:
- Family succession consultancy
- Family assets audits and optimization
- Preparation of annual financial statements
- Optimization and set-up of legal entity structures
- Establishing of a holding company
- Establishing of trust funds
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Valuation, purchasing and selling of companies
Advanced form of business consultancy during which the need to have a life-long perspective and the need to have a reliable partner becomes crucial:
- Pre-purchase analyses and companies’ valuations
- Legal support for the purchase and sale of companies
- Independent reviews of price offers
- Strategic planning consulting
- Maximizing the value of future investment projects
- Mergers & acquisitions
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Issuance of Securities
One of our advanced services where we offer:
- Comprehensive assistance for the issuance of shares or bonds
- Consultancy on raising capital
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Mortgage and Insurance Services
To provide the best service for our clients, we have established relationships with all major mortgage lenders and banks in Slovakia, and can support clients with:
- Analysis and negotiation of mortgage agreements to secure favorable conditions when buying land or real estate
- Evaluation of investment plans
- Documentation and other miscellaneous requirements needed for the successful close of a mortgage including real estate insurance, risk insurance or savings for early mortgage repayment
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Wealth Advisory
with assets up to 50 000 EUR
These services are the cornerstone of wealth management and are designed to build firm foundations of your wealth so that it can serve you for life. For this reason, they are available for all our clients.
Main services of Wealth Advisory
- Complete analysis of personal and family assets of the client
- Preparation of a personal investment plan
- Optimization of investments and financial products
- Exclusive WEM portfolios
- Investment savings (Save For Tomorrow)
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Family Succession
One of the wealth management services which completes the lifetime cycle of care, and which grows in importance as the time passes:
- Comprehensive legal assistance
- Transfer of family businesses and real estate
- Crisis management
- Consultancy and the recruitment of external management
- Defining the legal structure and security for relevant contractual relationships
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Real Estate Management
Services which enable our clients to draw from the benefits of real estate ownership without the burden and the time demands that real estate otherwise requires:
- Comprehensive facility management
- Assistance with the preparation, financing, and management of development projects
- Evaluation of investment plans
- Assistance on buying and selling real estate with an investment plan
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Concierge and Personal Valet
Exclusive service now also available to our clients — personal valet service provides new opportunities and life experiences, saves a significant amount of time, and enables our clients to truly explore the range of opportunities that their wealth provides during their lives. The full scale of services here is truly extensive and includes (but is not limited to):
- Purchasing and intermediation of exclusive cars and jewellery
- Tastings of rare wines
- Reservations at exclusive restaurants
- Bookings for premium holidays and trips around the world
- Reservations to unique places for leisure, social, or team-building purposes
- Events for our clients and their families or their clients and business partners
- Catering for events and celebrations
- Tickets for concerts and cultural events
- Start-ups and Venture capital Complementary services
- Family Asset Management
- Wealth Structuring
- Wealth Guide
- Legal services
- Tax and Accounting services
- Valuation, purchasing and selling of companies
- Issuance of Securities
- Mortgage and Insurance Services
- Wealth Advisory
- Family Succession
- Real Estate Management
- Concierge and Personal Valet
- Alternative Investments
WEM services
Alternative Investments
Our suite of advanced comprehensive wealth management services also includes alternative investment opportunities that can complement bespoke investment plans such as:
- Collectible wines
- Jewellery
- Rare collectible cars
- Other opportunities
WEM services
Business Consultancy
Another service that not only helps to build and grow wealth but also saves time and money, and helps navigate a potential crisis:
- Crisis management
- Optimization to maximize future profits
- Setting-up of internal systems and processes
- Strategic support and consultations
Wealth management for life
Building wealth
Laying down firm foundations so that your wealth can grow, for life. Fairly, transparently and with no unnecessary fees.
Growing wealth
Broad scale of investment portfolios, private equity or ESG funds — plenty of opportunities plus the personal management so that your wealth can keep growing, for life.
Protecting wealth
Long-term relationship, constant care, and personal monitoring as well as specific portfolios designed to protect your assets — all of that helps to protect your wealth over the course of your life.
Transferring wealth
To make your wealth serve further, we also have a complex range of services for its successful transfer.
What we think
Commentaries, analysis, video — practical and actionable content for better wealth management during your entire life.
Start today
Leave us a message — we will gladly prepare
your personalized plan how you can build and grow your wealth.
For life.