Finax Elite - premium wealth management tailored to you

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

We do not sell our own funds or bonds. Our wealth managers do not have product sales targets, so Elite clients receive objective service without any conflict of interest. What makes them unique is not only their expertise and quality, but also the fair pricing.

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.

We turn myths into reality

People say that private clients grow their wealth more effectively. They pay lower fees, receive more suitable solutions and aim to maximise returns for the level of risk they are willing to 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.

Michal Vaculík
Vaculík Michal
Your personal consultant

Private client goals

Investment growth chart

Building wealth

Grow your wealth efficiently, with low fees and smart tax treatment.

Generational wealth chart

Passing wealth between generations

Do you already know that part of your wealth is meant for the next generations?

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How to become an Elite client

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

100 000 €

Why choose us?

Finax Elite does not offer products on which it would receive commissions, so its advice stays truly independent and objective. The entire Finax team is made up of professionals with many years of experience in investing and investment advice. They keep learning and following current trends so that you and your assets receive unrivalled care – calmly, transparently and without unnecessary stress.
Every Finax Elite client is looked after by a professional wealth manager, led by the experienced Michal Vaculík. Your wealth manager is always there for you – ready to help you reach your investment goals, set the right strategy, and guide and educate you on your investments.
Passive investing in ETF portfolios is, today, an ideal investment solution. In terms of return and risk, as well as costs, taxes and simplicity, it has no real alternative on the market at the moment. You can then add a little “cherry on top” in the form of an individual portfolio or our brokerage service.
A successful investment starts with fitting it properly to your goals, needs and risk profile. Good preparation is the most important part of the whole process. Your wealth manager listens, explains and adjusts things so that the investments match your plans, options and preferences – and so that you feel comfortable with them.
We invest our clients’ assets exactly as we invest our own. We prefer tried-and-tested solutions that are profitable, reasonable in terms of risk, liquid, safe and tax-efficient. We do not chase exotic risky investments, we do not promise miracles, and we avoid expensive products. We simply want to offer you investments that work – as long as the basic rules are followed.
Ivan Chrenko

Ivan Chrenko

"I am a shareholder and a client of Finax. See how Finax looks after part of my wealth."

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Join Elite

If you are interested in the Finax Elite service, please leave your phone number and our wealth managers will contact you and walk you through all the details.