Especially in Slovakia, the service of professional and complex Wealth Management is an unknown term. Therefore, at the beginning, we ask our clients about their goals and help them with their evaluation. We analyze the clients’ financial profile, goals, their attitude to risk and then develop an appropriate wealth management plan. We leverage intellectual capital of the company and its specialists to implement the plan. We offer strategic asset allocation and provide a range of investment solutions including bonds, stocks, and alternative forms of investment. To clients interested in investment advisory services we offer execution capabilities across all major global markets.
The wide range of wealth management services includes not only investment portfolios, real estate, corporate and business project management, investing in new businesses, but also heritage planning and wealth preservation for future generations and tax and legal advice.And as the clients’ goals change, through attentive service and personal advice, we can adjust their asset management.