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.
Learn moreAsset 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.
Learn moreWe 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
CEO, Founder
Satisfied clients
More than 4,500 satisfied clients since 2007
Since 2007
13+ years
of experience and results
Regulations and security
We are regulated by the National Bank of Slovakia
Start building and growing your wealth
Get in touch with us today to find out how we can prepare a personalized wealth management plan