Professional in investing. Personal in relationships.

We founded Melior Invest in 2017, convinced that professional wealth management can be both clear and personal. Since then we have earned the trust of dozens of clients whom we help with the long-term care of their investments. Our aim is that you keep an overview of your assets, understand the investment decisions behind them and know who to turn to when your situation changes.

The foundation of our work is individual investment advice. Together we set the strategy according to your goals, build the portfolio and follow how it develops. We recommend adjustments when they make sense and always talk the reasons through with you. That leaves you free for your own plans and decisions, knowing your investments have a clear direction and that someone gives them steady professional attention.

Let’s get to know each other

Team

The people who look after your wealth

Ing. Petra Štěpánková, MBA

Founder · EFA™ advisor

[email protected]+420 604 218 602

I have worked in finance since 2008. I started out in financial advice, which gave me a practical view of how the whole market works. Over time I specialised in long-term care of wealth, because that is built years ahead, not around whatever happens to be on offer.

At Melior Invest I design investment strategies and lead the work with clients. I am a certified EFA™ advisor and a member of the board of directors of In Investments.

Outside work you will most often find me on a tennis court, travelling or on my motorbike. I am fond of animals and of Czech humour in the vein of Werich and Svěrák.

Jana Ozimek

Client care and operations

[email protected]+420 728 902 980

The most important things in my life are my family, fairness and trying to be a good person. I believe that fairness, trust and a human approach are the foundation of good, lasting relationships, in private life as well as in business.

For more than six years I have been involved in our own business, where as managing director I look after the day-to-day running of the company, its administration, service and operations.

Dealing with people comes naturally to me, and I make a point of clients feeling comfortable, having all the information they need and knowing they can rely on us. I believe that trust and long-term relationships are the foundation of successful investing.

Ing. Liubov Fernando

Investment and portfolio analyst

[email protected]

At Melior Invest I work on investment analysis and on building and reviewing client portfolios. I follow what is happening on world markets, look for investment opportunities and analyse individual instruments, their costs and their risks. I help set the structure of portfolios and prepare investment reports. I enjoy looking for connections and thinking about how individual decisions fit into a client’s long-term strategy.

Beyond investing I am interested in business, modern technology and artificial intelligence. I like discovering new possibilities, connecting insights from different fields and trying out my own ideas in practice. I enjoy learning new things and moving forward.

Mgr. Kristýna Herrmannová

Marketing and communications

[email protected]

I have worked in marketing and communications for more than ten years. At Melior Invest I make sure it is clear not only what we do, but also why we do it this way. I connect the brand, the content and the communication across the website, social media, newsletters and other projects.

I enjoy finding a way to present even complex subjects simply and in human terms, without losing their substance. That takes me from strategy and visual identity all the way to specific copy, campaigns and events.

I am happiest working on things that make sense over the long term. At work and outside it, I like good ideas that do not stay on paper.

Our values

What we build on

Humanity

Behind every portfolio there is a specific person and their plans. That is how we approach the conversation about money too.

Clarity

We use a technical term when it is needed, but we always explain it. A decision you do not understand is not your decision.

Calm

We do not react to short-term swings in haste. Investing is work measured in years, not a response to the news of the week.

Responsibility

We look after the portfolio continuously, not only at the moment when something needs to change.

Long-term care

We want to know our clients

We do not build Melior Invest on the number of clients, but on the quality of long-term relationships. That is why we stay a team that knows its clients and can see their wealth in context.

As life situations change and wealth grows, so do the questions we work through together. From building the portfolio, through working with larger capital, to long-term planning for the family and the next generation.

Our goal is not to manage as many portfolios as possible. We want to look after the ones our clients entrust to us properly.

How we work

Let’s get to know each otherIn person in Prague or online

Just get in touch. We can meet in Prague, Vinohrady, or online, whichever suits you.

Book a consultation