1. Vision

It is our ambition to be a trusted and respected investment advisor and asset manager for successful individuals.

2. Values

We know that when it comes to investing, there are no shortcuts or silver bullets. There’s only discipline, persistence and consistent attention to detail. To evaluate all the relevant inputs, one needs to enjoy this work; it requires a clear definition of the long-term goal and its rigorous verification. On the one hand, it is necessary to dispel concerns related to the loss of money, while on the other, exaggerated expectations must also be restrained.

2. Values

We will be open and honest with you. This is the main promise we give to clients at Across. The simpler it sounds, the more difficult it is to deliver. We’re talking about openness and honesty in our friendly approach but also when developing new investment solutions. We’re flexible in reacting to changes that inevitably come in the world of investment, and we’re transparent across all our outputs. The way we work provides the client with a good overview of what’s happening at every single moment. Our openness and honesty range across several dimensions, but it all boils down to the same objective – to ensure efficient appreciation of our clients’ assets.

Relations between clients and investment consultants are deepened through an obliging, welcoming and helpful approach. When clients pay us a visit, we always aim to deliver an exceptional experience. We know their expectations and individual objectives really well, and this enables us to design unique solutions with an optimum investment profile for every single client. When selecting from several options, we prefer those that are exempt from taxes or health insurance contributions.

We are a strong team with a vision. Our innovative approach and consistent progress inspire our clients to grow. We realise that even successful individuals need a leader in private investments. We harness the market growth potential for the benefit of our clients while cooperating with renowned financial institutions internationally. This enables us to offer our clients a whole world of investments in a one-stop-shop.

We do not rely on chance. We’re convinced that it is persistence that separates success from failure. We realise that financial markets represent a dynamic entity which is constantly developing while the world is expanding. Our responsible and disciplined approach guarantees professional treatment of our clients, as we have been a trusted and stable partner on the financial market for 18 years now.

3. Transparency

We are holders of a securities brokerage licence on the Slovak financial market. We work transparently, under supervision of the National Bank of Slovakia and we are a member of Garančný fond investícií (Investment Guarantee Fund). We provide our clients with investment services based on the same licence as banks.

4. Online overview

Our clients can access their investment accounts 24 hours a day, 7 days a week through the Internet. They can monitor the investments performed, development of their values, and every transaction on their accounts.

5. Social responsibility

We don’t forget about the social responsibility of our business either. With our investment activities, we also support projects that bring benefits to society as a whole. Moreover, we support Slovak art and sportsmen and sportswomen, too, e.g. the Olympic champion in racewalking, Matej Tóth, as well as the silver medal winner from the Indoor European Athletic Championships, sprinter Ján Volko. We were the main partner of the successful futsal team ŠK Across Pinerola, and we cooperate with the hockey team of Matej Bel University in Banská Bystrica and the MŠK team in Žiar nad Hronom. We help young talent in squash, cycling and athletics while also supporting charitable projects and organizations.

Our clients

Our clients always come first. All our efforts are dedicated to ensuring that we understand their needs, analyse convenient investment opportunities and prepare optimal individual solutions for every single one of them.

Private clients

Our orientation includes long-term protection and growth of the wealth of successful people whose investment assets have reached the value of EUR 100.000 and more.

Out products

INTERMEDIARIES

We develop investment products for agents and investment advisors who have a group of private clients at their disposal.

I want to invest

INSTITUTIONAL CLIENTS

We specialize in stabilization and pension savings schemes for companies with 500 and more employees as alternatives to the third pension scheme pillar.

I want to invest

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Granting your consent: Under Act No. 18/2018 Coll. On Personal Data Protection and on modification of and amendment to certain acts as amended (hereinafter referred to as PDPA) and General Data Protection Regulation (EU) No. 2016/679 (hereinafter referred to as GDPR), I check the field and press the “Send” button granting Across Wealth Management, o.c.p., a.s. with their registered seat in Zochova 3, 811 03 Bratislava, Company Reg. No.: 35 763 388, incorporated in the Commercial Register of the District Court Bratislava I., Section: Sa, File No.: 2079/B (hereinafter referred to as Operator) my consent to process my personal data in the following extent: name, surname, and e-mail address (hereinafter referred to as Personal Data) as well as for marketing purposes (especially sending the newsletter, sending offers and commercials regarding products and services of Operator as well as products and services of companies and partners of the Across Private Investments Group, for evaluation of clients’ satisfaction) (hereinafter referred to as Purpose).

Consent duration: Operator is granted this consent for the period of three (3) years.

Voluntariness: Granting this consent is fully voluntary. If this consent is granted by a person younger than 16 years, the consent with Personal Data Processing shall be granted by such person’s legal representative.

Revoking the consent: This consent with Personal Data Processing for the given Purpose may be revoked at any time in writing to the Operator’s address: Across Wealth Management, o.c.p., a.s., Zochova 3, 811 03 Bratislava or via an e-mail message sent to osobneudaje@across.sk. If the consent is revoked, Operator shall not process Personal Data for the given Purpose anymore.

More information for the data subject regarding Personal Data Processing can be found here.

Sending your contact data will allow you to access more information.

Granting your consent: Under Act No. 18/2018 Coll. On Personal Data Protection and on modification of and amendment to certain acts as amended (hereinafter referred to as PDPA) and General Data Protection Regulation (EU) No. 2016/679 (hereinafter referred to as GDPR), I check the field and press the “Send” button granting Across Wealth Management, o.c.p., a.s. with their registered seat in Zochova 3, 811 03 Bratislava, Company Reg. No.: 35 763 388, incorporated in the Commercial Register of the District Court Bratislava I., Section: Sa, File No.: 2079/B (hereinafter referred to as Operator) my consent to process my personal data in the following extent: name, surname, and e-mail address (hereinafter referred to as Personal Data) as well as for marketing purposes (especially sending the newsletter, sending offers and commercials regarding products and services of Operator as well as products and services of companies and partners of the Across Private Investments Group, for evaluation of clients’ satisfaction) (hereinafter referred to as Purpose).

Consent duration: Operator is granted this consent for the period of three (3) years.

Voluntariness: Granting this consent is fully voluntary. If this consent is granted by a person younger than 16 years, the consent with Personal Data Processing shall be granted by such person’s legal representative.

Revoking the consent: This consent with Personal Data Processing for the given Purpose may be revoked at any time in writing to the Operator’s address: Across Wealth Management, o.c.p., a.s., Zochova 3, 811 03 Bratislava or via an e-mail message sent to osobneudaje@across.sk. If the consent is revoked, Operator shall not process Personal Data for the given Purpose anymore.

More information for the data subject regarding Personal Data Processing can be found here.