Finax Elite - premium wealth management tailored to you

Experience unrivalled private-client care, personalised guidance, and expert insight.
I want to be Elite
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What makes Finax Elite different?

We do not sell our own funds or bonds. Our wealth managers do not have to meet product sales plans, so Elite clients receive objective service without conflicts of interest. Their uniqueness lies not only in expertise and quality, but also in price.

Simple fee structure

With us, you have everything in one reduced portfolio management fee for you and your family within one household. If your total assets exceed 100,000 euros across accounts, the management fee is 0.85% p.a. + VAT. For assets over 500,000 euros, the fee is reduced to 0.65% p.a. + VAT. All details are in our price list.

0.85% p.a. + VAT

From 100,000 euros

For Elite clients and their family members within one household

0.65% p.a. + VAT

From 500,000 euros

For Elite clients and their family members within one household

€0

No more unnecessary fees

For buying and selling ETFs, setting up, growth, withdrawal

We turn myths into reality

Legend has it that private clients grow their wealth better. They pay lower fees, receive more favourable solutions, and maximise returns with respect to the risk they take.

In most cases, the opposite is true. These services are usually more expensive, offer no better quality than the retail offering, and the only thing clients get is a false sense of prestige. Finax Elite turns myths into reality. We bring you benefits like independence, lower cost, objective risk assessment, and higher asset growth.

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Michal Vaculík
Michal Vaculík
Head of Sales Executive

Private client goals

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Building wealth

Grow your wealth efficiently, with low fees and, depending on your country of residence, in a tax-smart way.

I want to start
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Annuity

Do you want your hard-earned wealth to keep growing efficiently, even while you are drawing an income from it?

I want to start
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Intergenerational wealth transfer

Do you already know that part of your wealth will be reserved for the next generations?

I want to start
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How to become an Elite client

The only condition for Elite is that the assets under our management on your client account, or on the accounts of your family members living in the same household, are higher than

100 000 €

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Why choose us?

Finax Elite does not offer products on which it receives commissions, which makes its advice independent and objective. The entire Finax team is made up of professionals with many years of experience in investing and investment advice. They continually educate themselves and follow current trends so they can provide you and your assets with exceptional, reliable care.
Every Finax Elite client is looked after by a professional wealth manager led by the experienced Michal Vaculík. Your wealth manager is always at your disposal, ready to help you reach your investment goals, set the right strategy, and guide and educate you in peace, so that you don’t have to deal with anything complicated yourself.
Passive investing in ETF portfolios is, today, an ideal investment solution. In terms of return versus risk – and also in terms of costs, taxes, and simplicity – it currently has no real alternative on the market. You can further enhance your portfolio with a “cherry on top” in the form of an individual portfolio or a brokerage service.
The basis of a successful investment is to match it well to your goals, needs, and risk profile. Careful preparation is the most important part of the whole investment process. Your wealth manager listens, explains, educates, and adjusts everything so that the investments fit your plans, possibilities, and preferences and you feel fully comfortable with them.
We invest our clients’ wealth exactly as our own. We prefer time-tested solutions that are profitable, reasonable in terms of risk, liquid, safe, and tax-advantaged. We do not look for exotic risky investments, we do not chase miracles, and we reject expensive products. We want to offer you investments that simply work – you only need to follow a few basic rules.
Ivan Chrenko

Ivan Chrenko

"I am a shareholder and client of Finax. Find out how Finax is growing part of my wealth."

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Join Elite

If you are interested in the Finax Elite service, please leave us your phone number and our wealth managers will contact you and explain everything in detail.