Individual asset & wealth management represents the systematic and comprehensive management of a client’s financial resources through an investment service – portfolio management. We see it as the highest form of care for the client’s assets.
Get prosperous course for your investments
Tailor-made investment solutions
Part of a major investment group with many years of experience and stability
Transparency and trust at every step
Manage your finances with confidence
We offer individual asset & wealth management from 30 000 €. We provide tailored solutions with a strong focus on clear and transparent communication throughout the entire investment relationship. Our approach is centered on understanding and achieving the client’s investment objectives, while building on trust, professionalism, and long-term partnership.
Our dominant competencies proven by 34 years of history
Professional portfolio and wealth management
Buying, selling securities on global markets
Individual advice on real estate projects
Contact us to take the first step towards individual asset management.
We are happy to meet you in person.
Mgr. Michal Orlovský
+421 910 685 268
orlovsky@iad.sk
Ľuboš Fuzák
Bratislava, Košice, Prešov, Banská Bystrica
+421 905 836 689
fuzak@iad.sk
Miroslav Fajnor
Bratislava, Trnava, Nitra, Trenčín, Žilina
+421 908 872 591
fajnor@iad.sk
Warning. This material is a marketing communication. The Private Banking portfolio management service offers investment strategies with a low to high degree of investment risk and is intended for persons who are not residents of the United States of America and who are willing to take a low to high risk associated with an investment, and therefore the risk of fluctuations in its value, or also losses of invested funds, and whose investment goal is the appreciation of assets, the creation of a financial reserve or regular income (payment of interest, dividends, income). When providing the Private Banking portfolio management service, the client’s portfolio is made up of Financial Instruments, which are mainly a share, bond, share certificate or equity participation of a collective investment entity, investment certificate, promissory note, derivative or other transferable security and funds intended for the acquisition of Financial Instruments. Investment in Financial Instruments in the management of the Private Banking portfolio is also associated with risk, the value of this investment may decrease and the return of the originally invested amount is not guaranteed.
Before you make any investment decision, see all related information about Private Banking portfolio management, including the fees you pay as a client, in the documents: Business terms for the provision of the Private Banking portfolio management service, Contract for the provision of the Private Banking portfolio management service, Fee schedule for RP Private Banking, Questionnaires and Information about IAD and the services it provides, which are available in the slovak language at the headquarters of IAD Investments, správ. spol., a.s., at the headquarters of the Intermediary or at Intermediaries who are subordinate financial agents and perform financial mediation on the basis of a contract concluded with the Intermediary.