Every relationship starts with understanding of clients’ financial ambitions. Understanding of what their wealth should achieve for them and their children, and how they want to make the best use of it in the long term.
Through our rigorous analytical approach, we help our clients to simplify and organise their fortune in order to make it more efficient and better performing.
It is our job to preserve our clients’ money. They worked hard to earn it; we work hard to make it grow.
We help our clients’ to make the extra mile that makes the difference in establishing their financial vision and recognising the individual talent of their children for taking over family businesses and wealth.
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.
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.
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.