Wealth Management
CR Holding a.s.
OVERVIEW
We’re an independent financial institution founded by three generations of entrepreneurs three generations ago, focused on helping other entrepreneurs, high net worth individuals and families effectively navigate the challenges they face.
Our customized global asset allocation and portfolio management services are based on your individual investment profile and needs. We develop long-term solutions that balance wealth preservation and capital appreciation, always working toward your goals.
Our client-centric approach to wealth management is holistic and built on long-term, productive and trusting relationships.
Invesment Approach
As private bankers to entrepreneurs and their families, our success is based on adapting to a changing world and always focusing on being a source of stability and trust for our clients. Our independence makes us a reliable partner that can fully focus on solving our clients’ problems. Our values underpin everything we do and help determine our investment approach:
Access
Our open, client-centric architecture means our clients have access to a wide range of investment opportunities around the world at all times.
From listed to private financial products, we carefully review and design our clients’ investment portfolios without conflicts of interest. We focus on capital preservation.
Personalized
We help each of our clients pursue their own investment goals by creating a customized framework based on their investment style and risk tolerance.
We provide you with customized discretionary, advisory and exclusive investment solutions. We’re knowledgeable in all asset classes around the world and have more than five decades of success translating that knowledge into investment strategies that turn goals into results.
Linked
Our clients benefit not only from our knowledge and expertise but also from our robust execution capabilities. Our broad and extensive network of investment specialists and resources is always available to strengthen our capabilities.
Investment Strategy
Every customer is unique. Our independence allows us to treat you as such.
We develop customized investment strategies that are always aligned with your goals. We always start from your current, specific situation, your risk tolerance and willingness, and your personal needs.
We take all this information and work with you to create the right investor profile. Working together at every stage of the investment process means that every aspect of our investment relationship is transparent and focused.
Whether you’re funding your retirement, preparing for a major purchase, or laying the foundation for your children’s education, our tailored approach always balances wealth preservation with capital appreciation.
Investment Philosophy
Building the right investment strategy requires discipline, skill, adaptability and effective risk management.
We offer all of this to our clients, but what makes us unique is our innovation and commitment to providing stability and continuity.
CR Holding a.s. was founded by entrepreneurs and our success stems from being an understanding, trustworthy and committed partner to high-net-worth individuals, business owners and families around the world.
We focus on capital preservation, trust, and long-term, risk-adjusted performance to safeguard our clients’ wealth. But we’re not complacent – we grow your capital through hard work, dedication, and systematic portfolio management.
To discuss how we can help you, contact our investment team today.
Research
As private bankers to entrepreneurs and their families, our success is based on adapting to a changing world and always focusing on being a source of stability and trust for our clients.Our independence makes us a reliable partner that can fully focus on solving our clients’ problems.Our values underpin everything we do and help determine our investment approach:
Access
Our open, client-centric architecture means our clients have access to a wide range of investment opportunities around the world at all times.
From listed to private financial products, we carefully review and design our clients’ investment portfolios without conflicts of interest. We focus on capital preservation.
Personalized
We help each of our clients pursue their own investment goals by creating a customized framework based on their investment style and risk tolerance.
We provide you with customized discretionary, advisory and exclusive investment solutions. We’re knowledgeable in all asset classes around the world and have more than five decades of success translating that knowledge into investment strategies that turn goals into results.
Linked
Our clients benefit not only from our knowledge and expertise, but also from our robust execution capabilities. Our broad and extensive network of investment specialists and resources is always available to strengthen our capabilities.
Discretionary
Our investment advice enables entrepreneurs and families to preserve their wealth and ensure the prosperity of future generations.
We don’t take this responsibility lightly. Being business owners ourselves, we understand exactly how important top-notch investment advice is to creating legacies and ensuring the continued success of families over multiple generations.
With a discretionary portfolio management mandate, we can handle all the investment decisions for you. Of course, the ultimate decision is yours, and we’ll create, optimize and monitor your portfolio based on the investment strategy agreed with you.
Our clear and transparent reporting system ensures that you’re always informed about the status and performance of your portfolio.
Advisory
Support your decision making with our expertise and insights.
With our advisory portfolio management mandate, you retain full control of your portfolio, but we do the heavy lifting for you. We analyze your situation, your goals and your risk tolerance and translate them into actionable investment ideas and recommendations across all asset classes.
We keep you up to date on the latest trends and market developments and decide together with you which measures best fit your goals.
Together with you, we regularly review your portfolio and strategy to ensure that they remain optimally aligned with you and your goals.
