1. Vision

It is our aim to bring our clients the top investment products offered by global financial markets at the given time. Based on comprehensive analyses, we create investment solutions resulting in long-term appreciation of the property value. The offer is enriched by our own private equity projects.

2. Values

At our work, we respect the legacy of the most successful investors in the world – Benjamin Graham, Jack Bogle, Philip Fisher, and Bill Gross; we value the procedures applied by Warren Buffett in Berkshire Hathaway. Our clients are considered our partners; in majority of the projects, we invest together with them.

3. Objectivity and independence

We are not bound or limited by products of our group and we can thus propose unique solutions with optimum investment profiles for each client. We are oriented on net yields from the investments. So, if we choose from several options, we will prefer those exempted from taxes and health insurance contributions.

4. Individual approach

An investment advisor is available for each client. We are aware of your expectations and individual investment goals. Legal and tax advisory is a granted part of our services.

5. Transparency

We are holders of a securities brokerage licence on the Slovak financial market. We operate under the surveillance 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.

6. Investment committee

The selection or management of investment products is provided by investment specialists with long-term experience who have worked in reputable domestic and foreign financial institutions.

Pavol Záhymský

Chairman of Investment Committee

He is a partner and Vice Chairman of the Board of Directors in Across Finance, a.s. He graduated from University of Exeter (Great Britain), where he earned MBA in finances and investments. Between 2000 and 2002, he worked in the Raiffeisen Investment Bank in London. Since 2002, he worked as a director in the field of equity markets in the UniCredit Bank investment bank in London with specialization in Emerging Markets. In Across, he is responsible for managing the portfolio within Across Trading.

Andrej Rajčány

Member of Investment Committee

He graduated from the Faculty of Commerce at University of Economics in the major of international trade. He has been active on financial markets for more than 20 years on various management, business, and analytic positions. Except for the direct management of an investment fund, he actively traded on global equity, cash, and currency markets and markets in derivatives and energy commodities. In Across, he is responsible for controlling the management portfolio. Besides that he performs direct management of the Across Bond+ investment fund and Across Intelligent Portfolio+ intelligent portfolios.

Maroš Ďurik

Vice-chairman of Investment Committee

He is a partner and Chairman of the Board of Directors in Across Finance, a.s. He has been dealing with the investment advisory and product management for more than 15 years. He graduated from the Faculty of Economics at Technical University in Košice with specialization in finances, banking, and investments. Since 2000, he has worked at various management positions in Tatra Asset Management or Across Private Investments or in the Slovintegra investment group. In Across, he is responsible for the field of investment products.

Jakub Rosa

Analyst

He graduated from University of Economics in Bratislava, majored in Finances, Banking, and Investments. He uses his previous experience from private banking in a commercial bank, when trading on the capital market. In Across, he is responsible for the implementation of Investment Committee’s decisions and for the routine operation of the management portfolio department. He deals with analysing the development of financial markets and publishes commentaries on the current subjects on a regular basis.

7. Investment advisors

The team of our group consists of skilled investment managers who have worked in important positions in the field of investments and finances both in Slovakia and abroad. The basic precondition of success in the revaluation of our clients’ wealth is the long-term knowledge of the operation of big investment companies and detailed knowledge of “best practice” and its application in practice.

8. 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.

9. Social responsibility

We do not forget the public benefits from investments as well. Our investments support several projects with benefits for the whole society such as the area of “green” power sources and environment. We also actively support sports. We have a long-term partnership with the extra league futsal team ŠK Across Pinerola and we support young talents in the field of squash, cycling, and athletics. Apart from other sportsmen, we support Matej Tóth, an Olympic winner in racewalking, and Ján Volko, a sprinter and a silver medal winner at the European Indoor Athletics Championship.

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.