Robert Mocek

Consultant for Private Banking, Wealth Management and Project Management

Key Facts:

  • Faculty of Economy, University of Zilina, Slovakia
  • Frankfurt School of Finance & Management, Certified Private Banking Advisor
  • Amsterdam Institute of Finance, Modern Portolio Management
  • Courses and seminars for financial markets in the Netherlands and the UK
  • Trainings in Netherlands, Luxembourg, Austria, UK, USA and Singapore
  • Brokerage Licence – Asset Management
  • 25 years of experience in banking

 

Banking experience:

  • ČSOB
  • ING Barings Private Bank,
  • Friedrich Willhelm Raiffeisen (Raiffeisenbank a.s.)
  • Erste Private Banking (Česká spořitelna)

Values ​​and Principles

  • The client’s interest comes first
  • Absolute Discretion
  • Personally Verified Partners
  • Short-term profit is not our priority
  • We believe in long-term cooperation
  • We invest with clients in the same projects

 

Our Motivation

The banking world is no longer the same as it was twenty years ago. Financial system regulation restricts bankers and banks’ supply. They are forced to standardize their products, processes and services as much as possible, which creates a problem in tailor-made services and products. However, a client of Private Banking and Wealth Management needs and requires individualized solutions and products.

Our goal is to connect clients, projects and services. Our years of experience and contacts inspire us. We want to be at the birth of new projects, we like to make life easier for our clients.