We are a Czech investment group managing the assets of a small group of people and their affiliates. We provide integrated services to members of our investment group, founded by Pavel Melek.
We are part of Swiss Life, a Swiss financial group with more than 165 years of experience in providing pension and financial solutions. We offer comprehensive financial advice. With our educated and motivated financial consultants, we will create a financial plan for you according to your needs.
We are an international company dedicated to supporting large companies. Our trained team meets the demands of a modern, dynamic market and works with major international companies. We always strive to keep up with our customers' needs and provide a professional and tailored service.
Compliance and internal audit services for financial institutions. Ongoing independent internal audit in a financial institution to ensure compliance with legal obligations. Independent, objective assurance activities aimed at identifying deficiencies and risks in a financial institution.
Offering financial and investment advice. Providing housing finance, retirement, life and accident insurance and comprehensive property management including economic, accounting, financial and organizational services. We also offer consulting services for businesses including employee benefits.
I have many years of experience in finance and my goal is not just to sell products, but to help people with comprehensive financial planning. A financial plan is a living document that reflects your current needs and future aspirations.
We are an investment company authorised to manage special collective investment funds and funds for qualified investors. We offer innovative approaches such as index investing that streamline our investment strategies. Our goal is to bring modern investment tools and flexibility.
With us you simply get the most out of your money. We are the first investment platform of its kind in the Czech Republic. All you need is a thousand and we will put together a globally diversified and professionally managed investment portfolio tailored to your needs.
Providing financial and investment advice. We can help you invest your personal, family and business finances appropriately. We will arrange investments for you with no entry fees, we choose a fair approach - if we charge, it's only on the return.