Investment advisory and long-term wealth management
Investing made clear and human
We help business owners, executives and families manage their wealth over the long term. We build an investment strategy around your goals and your circumstances, and we keep making sure it still fits them several years from now.
Who we are for
When working with Melior Invest makes sense
You did not build your wealth in a year, and it cannot be managed between two meetings. The people who come to us have usually already built or received a certain amount of wealth and are looking for someone to look after it over the long term.
Today we manage the assets of dozens of clients across the Czech Republic, including portfolios in the tens of millions of crowns.
Executives and professionals
Over your career you have built up wealth, but you do not want to run your own portfolio alongside your job. We take over the investment strategy, the ongoing management and a regular overview of what is happening with your assets.
Business owners
Part of your wealth was created by your business and you want to separate it from the company step by step. Or you are preparing to sell it and working out what to do with the capital the sale brings. We set the investment strategy according to the new situation and your long-term plans.
Inherited wealth
You have inherited assets and want to handle them prudently. We look at them as a whole, compare them with what you already hold, and help you set the next steps without unnecessary haste.
Wealth for the next generation
You are thinking about how your wealth will serve your family in the years to come. We connect the investment strategy with long-term planning and with the way you want to pass the wealth on one day.
How we work
How working together goes
We get to know your situation
At the introductory consultation we go through what you want to achieve, what you already hold, what experience you have and what you expect from the portfolio. The consultation is non-binding and nothing is signed there.
We design a tailored portfolio
Based on your goals, your horizon and your tolerance for market swings we put the portfolio together and explain the role of every part of it. You leave with a proposal you understand.
We stay for the long term
We monitor the portfolio, report regularly and adjust the strategy when conditions or your plans change. You hear about every change in advance, and the decision is yours.
Investment calculator
What time does to an investment
The estimated calculator shows a projection of your portfolio's value based on your initial investment, regular contributions, time horizon, and selected profile. However, return is only one part of the decision. We build your strategy based on your goals, not on the numbers in the calculator.
Not sure which profile to choose? The differences between conservative, balanced and dynamic portfolios are explained in a separate article.
The calculator is for indicative purposes only and is not an investment recommendation. Actual returns depend on market conditions and are not guaranteed. Past performance does not guarantee future results. The values shown are illustrative.
Our care
What looking after wealth at Melior Invest looks like
We look after your portfolio continuously, so that you always know what is in it, why it is there, and what happens when conditions on the markets change.
An advisor who knows you
You speak with an advisor who knows your portfolio and your situation. No call centre and no explaining from scratch on every call. We then manage the portfolio for years and adjust the strategy as your life changes.
Fee-based advice, not commission
Our fee comes from you, not from the funds. A recommendation therefore does not follow where the commission is highest, but what role the instrument plays in your portfolio. You know the price and the fund costs in advance, before you sign anything.
Solutions matched to the size of your assets
We do not build a portfolio from the range of a single bank or platform. Depending on your needs and the size of your assets, we work with international investment platforms and with private banking in Switzerland.
Investments can respect your values too
Responsible investing is a standard part of the portfolios we design. Which direction you take is up to you. More on the ESG investing page.
References
A long-term partnership is our best reference
Petra was a member of my networking club, representing the investment advisory industry. I got to know Petra closely and I can confirm that she has qualities that many "financiers" lack. It is humanity, empathy and striving for a long-term relationship with each client, interest in their life needs. Not a sales pitch with the aim of a one-off sale. Petra is continuously educating herself, she is certified. This list of qualities and skills predisposes Petra to become your wealth management partner as well.
We'd be glad to look after your wealth too. You keep the full picture, we do the work.
Book a consultationFrom our blog
Investing explained
He made Prague his home. His wealth is still international.
He lives in Prague but holds assets across several countries and currencies. A model story of how we brought them together into one investment strategy.
How many portfolios do you actually have? On diversification that makes sense
Equities, bonds, property, private equity, different regions, currencies or strategies. The number of investments and accounts still says nothing about how well the wealth is really diversified.
What do we actually pass on to our children?
Families who build wealth over decades sooner or later face the same question. How do you make sure the capital serves not only this generation, but the next one too? The answer does not lie only in the size of the assets or in the right investment strategy.
ESG, SRI and Impact Investing: When Money Has a Soul
We all invest for returns. But what if your investments could earn and also help? A reflection on values, meaning, and the footprint we leave behind.
Let’s get to know each otherThe first meeting is mainly about whether we understand each other
The consultation is non-binding. Tell us what you are dealing with and together we will find out whether working with us makes sense for you.
I want an introductory consultation