Florian & Partners

Family Wealth Solutions

Swiss financial boutique with modern methods and traditional values of trust and discretion.

Protecting and growing family wealth.

Making clients richer.

What We Do

Protecting and growing Family wealth

Modern financial expertise and traditionnal values at your disposal: performance, independence, professionalism, trust and discretion.

For Whom

For individuals and families looking for wealth solutions

Whether you are a first-generation wealth creator or a wealth inheritor; successful business person, artist or sports champion; man or woman, junior or senior—your family wealth needs the care and attention of dedicated professionals.

How We Work

Working together to Achieve your Goals

Every relationship starts with a dialogue. Through understanding of your financial ambitions, we help you achieve your financial goals across generations.

Why Us

Because we care for lasting relationships

Every relationship starts with a dialogue and understanding the family’s financial ambitions.

Jana H. Florian

Chairman of the Board & Managing Partner

Founder and name partner, 25 years of experience in international private wealth management and estate planning for wealthy families.

Several senior banking positions in Switzerland and internationally, Vice President at Société Générale Private Banking and Director at ING International Private Banking. Founded first foreign private banking operations in the Czech Republic. Investment banking in New York, USA.

MSc Degree in Physics from the School of Nuclear Physics, Czech Technical University in Prague, BSc (Hons) Degree in Psychological Studies from University of Derby, UK and Management in International Banking INSEAD, Fontainebleau, France.

English, French, Russian, Czech and Slovak.

Robert Mocek

Manager Special Projects

25 years of experience in private banking and private portfolio management.

Before joining Florian & Partners AG, various senior banking positions at Erste Private Banking Prague, ING Bank Prague, CSOB (KBC Group) and Raiffeisenbank Prague.

Portfolio Management Certificate from the Czech National Bank. Private Banking Advisor Diploma from Frankfurt School of Finance and Management. Certificate of the Amsterdam Institute of Finance.

English, Czech and Slovak.

Alfred Wermelinger

Member of the Board

40-year career in private wealth management.

Before joining Florian & Partners AG, First Vice President at Société Générale Private Banking in Zurich, portfolio manager at Bank Leu AG, Liechtensteinische Landesbank (Schweiz), Zuger Kantonalbank, Schweizerische Volksbank and Schweizerische Bankgesellschaft.

Swiss Federal Certificate in Banking and the Certificate in “Investment Analysis and Portfolio Management” from the Institute of Finance in New York, USA.

German, English and French.