Investments and wealth building

Investments that make sense today and in 20 years' time

We don't want to promise you the highest return on the market. We want to help you grow your money safely and over the long term — with a clear strategy, transparent costs and an overview that is always at your fingertips.

No-obligation consultation

CZK 1.5 billion

under advisory mandate

since 2009

17 years of investment experience

EFA

European Financial Advisor certification

Our approach

Why invest with us

We are not tied to a single product

We don't choose from whatever one bank or insurer happens to have ‘in stock’. We build your portfolio from the best the market has to offer — regardless of brand.

Holders of the prestigious EFA certification

We hold the international EFA (European Financial Advisor) certificate, which only around 500 advisers in the Czech Republic have.

Protection first, returns second

The priority is not the highest possible profit at any cost, but making sure you don't lose your money. Only on that basis do we look for a sensible return.

You know exactly what happens to your money

No fees hidden in the small print. We explain every step to you clearly — and why we are taking it.

Comparison

Private bank vs. Moravec & Partneři

Private bank: Maximises its own profit
Moravec & Partneři: We are motivated to maximise your profit
Private bank: Offers whatever it happens to have ‘in stock’ and is popular
Moravec & Partneři: We choose solutions regardless of brand and popularity
Private bank: Fees and terms in the small print
Moravec & Partneři: We always deal with you openly and clearly
Private bank: Accepts an unrealistic brief: the highest return with the lowest possible risk
Moravec & Partneři: We help you define a realistic and achievable goal
Private bank: Communicates little or not at all in a crisis — the client sells at a loss
Moravec & Partneři: In a crisis we communicate more and look for buying opportunities
Private bank: The banker cares about short-term quarterly results
Moravec & Partneři: We care about your result in 10 or 20 years' time
Private bank: A generic ‘one-size-fits-all’ solution
Moravec & Partneři: A portfolio tailored to your goals and attitude to risk

The process

How we work together

Initial consultation
We find out about your goals, means and attitude to risk.
Analysis of your current situation
Where things already work well, and where you are losing money unnecessarily.
Investment strategy proposal
A specific, tailor-made portfolio, clearly explained.
Implementation
We take care of opening and setting everything up.
Ongoing care
We monitor the market, make adjustments and keep you informed.

A modern investment platform

Your money under control — 24 hours a day, from anywhere

We work with a modern investment platform that lets you see your portfolio in real time — how much you have earned, how your goals are progressing and exactly where your money is invested. No paperwork, no waiting for a statement once a quarter.

We build portfolios from dozens of low-cost ETFs run by leading global asset managers and combine smart algorithms with the personal approach of your adviser — the technology does the hard work, and we make sure the strategy makes sense for your situation.

Show me how it works