We listen to the family needs and provide comprehensive independent financial management while keeping in mind the family’s legal, fiscal, business and personal requirements. 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.
Independence from financial institutions and product providers;
Network of international specialists, investment and private bankers, asset managers, lawyers, tax advisors, trustees, accounting and audit firms, real estate brokers, art and antiques specialists, etc;
Expertise in private wealth management supported by 80 years of combined experience in private and investment banking at leading international financial institution.
Swiss roots – Switzerland is distinguished for its private wealth management heritage, high degree of discretion, political stability, economic prosperity, cultural accuracy, punctuality and reliability.
Ability to analyse and synthesise complex financial situations. Ability to simplify complexity.
Discretion in dealing with family affairs; confidentiality and privacy.
Because Jana made me look at my money from a different angle.
I was lucky to get to know Jana and her team at the moment when I needed to restructure my business participations. She helped me to ask the right questions and find the appropriate answers. Today, we are implementing what was agreed. Not only it works well but also I feel much less stressed.
I am grateful that Jana discouraged me from investing in a fund that turned out to be a massive Ponzi scheme.
What I really appreciate is that apart from managing my portfolio, Jana and her team work as volunteers for my family charitable foundation.
My passion for understanding the very essence of matter dates back to my teenage years. I remember drawing a table of elementary particles, putting it above my bed and hoping that one day I would understand this complex universe. I ended up studying physics and thanks to the scientific background, it is natural for me to analyse and synthesise various financial situations of my clients. Why did I switch from science to finance? Because I care for people, and science does not provide sufficient space for social interaction. I enjoy listening to people and investing time and energy into relationships I care for. And this kind of investment has rewarded me with wonderful long-lasting friendships and client relationships. I enjoy what I do, and it is important to me that my clients enjoy working with me.
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.