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PARTNERS INVESTMENTS is authorized by the National Bank of Slovakia to provide several investment services. The most important of them is PORTFOLIO MANAGEMENT. PARTNERS INVESTMENTS has developed for its portfolio management service investment strategies that come from expert market analyses. All these strategies are managed by PARTNERS INVESTMENTS for its clients for as long as there is a contract. It will oversee whether the ETFs in the portfolios are performing as desired, they match the specific strategy’s risk profile and if the market offers a better quality alternative. PARTNERS INVESTMENT has complete discretion over the composition of each strategy.
Clients have access to both their investments and financial accounts over the duration of their contracts. They will receive information about their portfolios, the state of their funds and all the purchases and sales of securities within their portfolios.
PORTFOLIO MANAGEMENT includes the following types of contracts:
These type of investments are designed for clients seeking to invest funds once. The minimum investment is €5,000. The minimum recommended holding period is 5 years.
When designing strategies for one-off investments, the objective is to compose a portfolio whose value will not fluctuate too much, protecting investors (as far as possible) from a markedly inappropriately timed one-off investment. Data show that even such strategies dynamically composed of designed instruments achieve lower exposure to risk than global equities or bond portfolios, as an example.
There are seven different investment strategies available for one-off investments with the below allocations of assets. More conservative strategies have bonds dominate the portfolio. The more dynamic the strategy, the higher the proportion of equities.
| Equity | Bonds | |
| Conservative | 20% | 80% |
| Conservative ESG | 20% | 80% |
| Balanced | 50% | 50% |
| Balanced ESG | 60% | 40% |
| Dynamic | 75% | 25% |
| Dynamic ESG | 100% | 0% |
| Thematic | 100% | 0% |
These types of investments are designed for clients investing on a regularly monthly basis that may deposit a larger amount of money at the beginning. They may also opt to occasionally make exceptionally high deposits delivered over the term of the contract. A target amount is set when a contract is concluded, which will be the total anticipated amount of all a client’s deposits. If the target is reached, the contract has to be amended to set a new, higher target amount so the client can continue investing. The minimum regularly monthly amount deposited is €30. The minimum target amount is €1,800. The minimum recommended holding period is 5 years.
Portfolios for regular investments are a bit bolder because they alone minimize the risk of inappropriate timing. Therefore, riskier small-cap stocks are included in conservative, balanced and dynamic strategies that involve regular investing, as opposed to one-offs, with a slight increase in the percentage of equities.
There are eight different investment strategies available for regular investing with the below allocations of assets. More conservative strategies have bonds dominate the portfolio. The more dynamic the strategy, the higher the proportion of equities.
| Equity | Bonds | |
| Conservative | 30% | 70% |
| Conservative ESG | 20% | 80% |
| Balanced | 60% | 40% |
| Balanced ESG | 60% | 40% |
| Dynamic | 85% | 15% |
| Dynamic ESG | 100% | 0% |
| Thematic | 100% | 0% |
| Equity | Real estate | |
| Real Estate | 0% | 100% |
These types of investments are designed for clients seeking to invest for the long term and are depositing regular amounts each month. A target amount is set by the client when a contract is concluded, which will be the total anticipated amount of all a client’s deposits. If the target is reached, the contract has to be amended to set a new, higher target amount so the client can continue investing.
The minimum holding period is 15 years and the maximum amount a client is permitted to invest each year to qualify for a tax exemption is €6,000 (or €500 a month). The minimum regularly monthly amount deposited is €30.
PARTNERS INVESTMENTS is authorized by the National Bank of Slovakia to RECEIVE AND TRANSMIT INSTRUCTIONS and to EXECUTE ORDERS ON A CLIENT’S ACCOUNT. Here, selected securities are purchased for clients exactly according to their instructions.
The highest standards and best practices known to the investment world are met in performing these services. Our ambition is to be the exclusive provider in our market of the securities we offer.
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Current qualified investor funds offered:
| Fund | ISIN | Minimum investment in euro |
| WOOD & Company AUP Bratislava podfond | CZ0008044914 | 50 800 |
| WOOD & Company Retail podfond | CZ0008042124 | 50 800 |
| WOOD & Company Office podfond | CZ0008042769 | 50 800 |
| Arete Industrial SICAV | CZ0008048410 | 50 800 |
| Accolade Industrial Fund | MT7000018412 | 76 200 |
The minimum holding period is five or more years
We protect savings and minimize risks, looking after the investment portfolios of clients as if they were our own. We invest in the world’s top ETFs, thoughtfully diversified. Our clients’ funds are spread across the globe’s most successful management companies and across different regions to balance market fluctuations.
We are professionals in the field of finance backed by PARTNERS GROUP SK, a market leader in investment brokering. Its strong background and broad network of financial experts across the country mean clients get the best service.
Anybody can turn to us. We provide investment specialist services, whatever the client's financial capabilities. We regularly follow up with our clients on the status of their financial portfolios and they can contact us at any time.
We take pride in our transparency, with online access that gives clients an instant overview of their invested funds. They can take their money out anytime with no penalties.
Investment strategies are tailored to our clients’ capabilities and expectations. Working together with clients, the most suitable investments solutions are selected by us and we take care of them over the long term.
Maintaining the standard of living of our clients lets them enjoy a carefree life even after they retire.