Listening to your needs, we provide discretionary management of your assets that reflects your family and personal financial preferences. In addition to our own expertise, we bring in first-class professionals, bankers, lawyers, fiduciaries and accountants who help us complete our tailor-made solutions.
With the objective of preserving and appreciating family capital, we manage the investment process and create the greatest possible value for the given level of risk. We are in charge of:
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.