EnCor Wealth Management

"When we reconnected in the summer of 2016 after years of working together in McKinsey and Raiffeisenbank, we quickly agreed on one thing: The wealth management industry is plagued with conflicts of interest and poor advice is the result. We founded EnCor Wealth Management, teamed up with Mark to leverage his J.P. Morgan Fleming expertise, and started to help our friends with their finances." Jan Kubin & Lubor Zalman, EnCor Wealth Management founders Today we are a wealth management boutique that differs by: > Alignment. Unlike traditional managers, we structure our fees so that we have no conflict of interest. > Holistic view. We are able to consider the whole wealth of our clients, not only manage selected parts. > Individualized solutions. We design the investment recommendation as tailored to the client's specific situation and preferences. We analyze investments offered to our clients by third parties. > Quantitative approach. We use a quantitative multi-asset allocation model backed by the award-winning track record of our Head of Asset Management. > Selection of investments. We mix global, domestic, and proprietary investment products to execute the recommended asset allocation. > Investment cost reduction. We analyze fees and other costs charged to our clients and optimize them. Trust is all it takes. We are licensed by the Czech National Bank as an Investment Intermediary and Advisor under EU regulation.