We are a private bank that helps clients protect their assets, increase their value, and pass assets on to the next generation. Last but not least, we help our clients enjoy their assets. Our view of assets is comprehensive.
We offer products based on high appreciation and services that include multigenerational asset management, investment securities trading and lifestyle management. We protect assets not only against economic influences, but also against legislative changes and regular life events.
Thanks to the Magnus Club, you can take advantage of a wide range of interesting benefits. The Magnus Club will also enable you to utilise the services of our partners flexibly and comfortably.
As a Magnus Club member, you will receive a payment card with an activated club membership. You will be credited the points that you will receive when making a deposit. You can use this card to collect and save points and then use the collected points to pay.
Family assets are more than just assets the value of which we can increase. Even your ideas and values needs to be protected. We see the management of family finances as a multigenerational issue. The next generation’s different plans, family disputes, divorce and death can all interfere with the continuity of your family assets.
Our aim is to secure your wealth for the next generation in line with your plans. To this end, we make use of the expertise and synergies of J&T Finance Group SE.
We will take care of certain areas of your private life. We will accompany you along your path in life and help you with private and business matters. We will save you time. We will arrange for your whole family, home and pets to be taken care of. We will plan your trip abroad, make flight arrangements and even reserve tickets to special events. We will organise parties for your family, recommend good schools, arrange for an au pair and do many other things that will make your life more pleasant.
For us, your comfort is a matter of prestige. Let us know your wishes – together we will give them shape and then realise them in full. We come up with novel concepts and bring our experience to your ideas. J&T Concierge is at your service 24 hours a day.
Your finances are managed by our professional portfolio managers, who have extensive knowledge and expertise, as well as the most advanced information and technological safeguards to provide the maximum care and help to reach the goals that you have set with us.
Basic parameters of the service
|Minimum investment:||CZK 10 million or EUR 400 thousand|
|Minimum investment horizon:||At least one year depending on the chosen investment strategy|
Most of us wish to secure our own future as well as our children’s future. Structuring your assets carefully and conscientiously is a good way to protect assets and make them grow. We will help you distribute the structure of your assets, and ensure that your portfolio uses various forms of assets and different degrees of risk to maximise the effect of asset management.
We pay attention to optimising tax burdens, and, with a reasonable degree of risk, we strive to maximise returns.
We see investment as a continuous process during which it is necessary to respond to our clients’ changing needs, to developments in their life, and to changes brought about by external factors. We view assets as multigenerational. We strive to sustain and increase the value of our clients’ assets.
For us, investing is a continual process of cooperation between clients, the private bank and our specialists, with the aim of finding a solution that keeps pace with our clients’ needs and expectations.
Your business activities are just as important as your private assets. We will be pleased to contribute to their financing and help you with your business projects. We provide project financing, bridge loans, syndicated loans, and note or bond issues.
No matter how complicated or atypical your project is, we can evaluate it very quickly and offer the most advantageous form of financing, including individual interest rates.