FOR WHOM MY SERVICES ARE INTENDED

You are entrepreneur, senior manager, medicine doctor, lawyer, and you're probably struggling with:

• Lack of time and you need a perfect overview of securing business and family assets,
• Setting insurance limits that match the real value of your assets or income,
• Low  investment returns on your investments,
• Absence of financial goals, e.g., what annuity you want to draw in retirement to secure the same or better standard of living than you do now.

I provide my clients with solutions to organise the management of their assets in an efficient and comprehensive way and preserve their fair value over the long term.

I work with each client personally to create an INDIVIDUAL INSURANCE AND INVESTMENT STRATEGY, including defining, planning and meeting significant financial goals.

I work with highly reputable local and global partners in the insurance, investment and banking industries.

Since 1994 I have been active in leading positions of international banks and insurers  (ČSOB, HELLER International, HSBC, COFACE, GENERALI).  I am capitalizing on this experience in my private services for you.

Memberships

For insurance and banking products, I am an affiliated representative of the INSIA Brokers Network

For investments I am a tied representative of In Investments a.s., with registered office at K Moravině 1871/7, 190 00 Prague 9, ID No. 03002578

I am a member of the Italian Czech Chamber of Commerce and Industry