{"id":1585,"date":"2023-06-13T08:44:36","date_gmt":"2023-06-13T08:44:36","guid":{"rendered":"https:\/\/www.czechbankingnews.cz\/?p=1585"},"modified":"2023-06-13T08:44:36","modified_gmt":"2023-06-13T08:44:36","slug":"portiva-vstupuje-do-wealth-managementu","status":"publish","type":"post","link":"https:\/\/www.czechbankingnews.cz\/?p=1585","title":{"rendered":"PORTIVA vstupuje do wealth managementu"},"content":{"rendered":"<p><strong>Pro movit\u00e9 lidi v \u010cesku se otev\u0159ela nov\u00e1 slu\u017eba individu\u00e1ln\u00ed spr\u00e1vy majetku na nejvy\u0161\u0161\u00ed \u00farovni. Pod zna\u010dkou PORTIVA Wealth Management ji spustila investi\u010dn\u00ed skupina PORTIVA. Krom\u011b zhodnocov\u00e1n\u00ed pen\u011bz nab\u00edz\u00ed portfolio dopl\u0148kov\u00fdch slu\u017eeb.<\/strong><!--more--><\/p>\n<p>Vedle profesion\u00e1ln\u00edho \u00fa\u010detn\u00edho a da\u0148ov\u00e9ho servisu m\u00e1 PORTIVA Wealth Management ve sv\u00e9m portfoliu nap\u0159\u00edklad i vysoce specializovan\u00e9 pr\u00e1vn\u00ed poradenstv\u00ed \u010di slu\u017eby concierge.\u00a0 \u201eSkupina PORTIVA se u\u017e p\u011bt let \u00fasp\u011b\u0161n\u011b star\u00e1 o\u00a0spr\u00e1vu majetku sv\u00fdch akcion\u00e1\u0159\u016f. D\u00edky tomu si o to v\u00edce uv\u011bdomujeme, \u017ee movit\u00ed klienti v tuzemsku na poli wealth managementu obvykle st\u00e1le je\u0161t\u011b nemaj\u00ed mo\u017enosti odpov\u00eddaj\u00edc\u00ed vysp\u011bl\u00fdm zahrani\u010dn\u00edm trh\u016fm. Proto jsme se rozhodli vyu\u017e\u00edt na\u0161e know-how a p\u0159ij\u00edt se slu\u017ebou, kter\u00e1 to zm\u011bn\u00ed,\u201d \u0159\u00edk\u00e1 <strong>v\u00fdkonn\u00fd \u0159editel skupiny PORTIVA Pavel Svore\u0148. <\/strong><\/p>\n<p>PORTIVA Wealth Management m\u00e1 b\u00fdt alternativou a dopl\u0148kem p\u0159edev\u0161\u00edm k\u00a0priv\u00e1tn\u00edmu bankovnictv\u00ed. \u201eSlu\u017eby tohoto typu b\u00fdvaj\u00ed i pro movit\u00e9 klienty zpravidla omezen\u00e9 jen na ur\u010dit\u00e9 portfolio institucionalizovan\u00fdch produkt\u016f. I sebelep\u0161\u00ed poradce \u010di bank\u00e9\u0159 pak m\u00edv\u00e1 sv\u00e1zan\u00e9 ruce a nem\u016f\u017ee nab\u00eddnout adekv\u00e1tn\u011b \u0161irok\u00fd a\u00a0osobn\u00ed servis,\u201d popisuje Svore\u0148.<\/p>\n<p>Slu\u017eby PORTIVA Wealth Management jsou ur\u010deny klient\u016fm s majetkem v \u0159\u00e1du des\u00edtek milion\u016f korun a v\u00edce, kter\u00fdch je v \u010cesku podle r\u016fzn\u00fdch odhad\u016f celkem asi 20 tis\u00edc. Na \u0161pi\u010dkov\u00e9 \u00farovni o n\u011b budou pe\u010dovat elitn\u00ed investi\u010dn\u00ed poradci s bohat\u00fdmi zku\u0161enostmi z oblasti priv\u00e1tn\u00edho bankovnictv\u00ed. \u201eN\u00e1\u0161 t\u00fdm stav\u00edme na velmi \u00fazk\u00e9 skupin\u011b nejlep\u0161\u00edch profesion\u00e1l\u016f v oboru, kte\u0159\u00ed um\u00ed pracovat s bonitn\u00ed klientelou, perfektn\u011b znaj\u00ed jej\u00ed pot\u0159eby v oblasti spr\u00e1vy majetku i mimo ni a v\u011bd\u00ed, jak komplexn\u00ed servis pot\u0159ebuje. Jde n\u00e1m o vysoce individu\u00e1ln\u00ed p\u0159\u00edstup na m\u00edru a mimo\u0159\u00e1dnou kvalitu,\u201d \u0159\u00edk\u00e1 <strong>\u0159editel PORTIVA Wealth Management Adam Va\u0161keba<\/strong>.<\/p>\n<p>V prvn\u00ed f\u00e1zi do konce leto\u0161n\u00edho roku pl\u00e1nuje PORTIVA Wealth Management dobudovat zhruba deseti\u010dlenn\u00fd t\u00fdm pe\u010dliv\u011b vybran\u00fdch osobn\u00edch poradc\u016f, kte\u0159\u00ed budou spravovat majetek klient\u016f v celkov\u00e9 hodnot\u011b a\u017e jedn\u00e9 miliardy korun. Ve\u00a0spolupr\u00e1ci s extern\u00edmi experty na r\u016fzn\u00e9 oblasti nav\u00edc dok\u00e1\u017eou zajistit i vysoce specializovan\u00e9 projekty, jako nap\u0159\u00edklad asistenci a poradenstv\u00ed p\u0159i velk\u00fdch f\u00faz\u00edch \u010di\u00a0akvizic\u00edch, nebo p\u0159\u00edm\u00e9 ekvitn\u00ed koinvestice do konkr\u00e9tn\u00edch firem.<\/p>\n<p>Ve st\u0159edn\u011bdob\u00e9m horizontu pak PORTIVA Wealth Management pl\u00e1nuje nav\u00fd\u0161it objem majetku pod spr\u00e1vou na vy\u0161\u0161\u00ed jednotky miliard korun. Dlouhodob\u011b hodl\u00e1 pracovat p\u0159edev\u0161\u00edm s produkty t\u0159et\u00edch stran \u010di individu\u00e1ln\u00edmi investi\u010dn\u00edmi p\u0159\u00edle\u017eitostmi na m\u00edru. Investi\u010dn\u00ed fondy skupiny PORTIVA, jako je nap\u0159\u00edklad WATT\u00a0&amp;\u00a0YIELD zam\u011b\u0159en\u00fd na v\u00fdrobu energie z obnoviteln\u00fdch zdroj\u016f \u010di p\u0159ipravovan\u00fd WATT &amp; BUILD zab\u00fdvaj\u00edc\u00ed se developmentem fotovoltaick\u00fdch a v\u011btrn\u00fdch elektr\u00e1ren, bude PORTIVA Wealth Management vyu\u017e\u00edvat pouze jako dopln\u011bk tam, kde to\u00a0bude z hlediska spr\u00e1vy konkr\u00e9tn\u00edho portfolia d\u00e1vat smysl v\u00edce ne\u017e jin\u00e9 alternativy.<\/p>\n<p><strong>Investi\u010dn\u00ed skupina PORTIVA <\/strong>se orientuje na obnovitelnou energetiku, komer\u010dn\u00ed nemovitosti, digit\u00e1ln\u00ed a IT slu\u017eby v automotive a investi\u010dn\u00ed fondy. Skupina p\u016fsob\u00ed v\u00a0sedmi zem\u00edch st\u0159edn\u00ed a z\u00e1padn\u00ed Evropy. Objem aktiv pod spr\u00e1vou skupiny \u010dinil podle p\u0159edb\u011b\u017en\u00fdch \u00fadaj\u016f k\u00a031. 12. 2022 11,8 miliardy korun p\u0159i obratu 2,9 mld. korun a EBITDA 639 mil. K\u010d.<\/p>\n","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>Pro movit\u00e9 lidi v \u010cesku se otev\u0159ela nov\u00e1 slu\u017eba individu\u00e1ln\u00ed spr\u00e1vy majetku na nejvy\u0161\u0161\u00ed \u00farovni. Pod zna\u010dkou PORTIVA Wealth Management ji spustila investi\u010dn\u00ed skupina PORTIVA. <a class=\"mh-excerpt-more\" href=\"https:\/\/www.czechbankingnews.cz\/?p=1585\" title=\"PORTIVA vstupuje do wealth managementu\">[&#8230;]<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":1586,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"class_list":["post-1585","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1585","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1585"}],"version-history":[{"count":1,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1585\/revisions"}],"predecessor-version":[{"id":1587,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/posts\/1585\/revisions\/1587"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=\/wp\/v2\/media\/1586"}],"wp:attachment":[{"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1585"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1585"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.czechbankingnews.cz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1585"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}