Strong Financial Group

Our dream and commitment is to be a symbol of quality and stability.
We want to provide perfect financial services to our clients.

The Partners Group is the labor of over 17 years of work, starting in 2007 with the desire to show that quality financial advice is a great service with a huge added value for every client. Since then, we have been reshaping the Czech financial services market according to our own ideas, helping hundreds of thousands of clients to live richer lives.

Financial Group Story

The company providing financial advisory service has gradually evolved into a broadly based financial group. In 2010, we launched media tools (today under NextPage Media), which include the successful Peníze.cz, Peniaze.sk, Finmag.cz and Heroine.cz websites. A year later, we founded the Partners investment company, which offers a wide range of unit trusts and allows people to invest without entry fees from small amounts.

In 2019, we added a life insurance company called Simplea and a real estate fund called Trigea to the Group. Simplea guarantees insurance coverage to its clients and does not have insurance conditions full of hidden exclusions. Trigea has acquired office buildings and warehouses into its portfolio, owning, for example the Arkády Pankrác in Prague.

In 2021, the Rentea pension company was established. In addition to its profitable cooperation with the world's largest money manager, BlackRock, it credits loyal clients with a bonus based on their savings. In the same tie period, we also expanded into Slovakia as a group.

And as a logical step in fulfilling our commitment to our clients to provide a comprehensive financial service, we have established our own bank with daily payment functions. After an intensive three-year preparation, we obtained a banking licence from the Czech National Bank in summer 2023 and our unique advisory and purely Czech-owned Partners Bank has been operating on the Czech market since spring 2024.

Clients of the Partners Group can address and manage their finances comprehensively in the Partners App. In 2023, we added the Merity collective investors fund to our group.

Partners HoldCo, Inc. was formed in 2021 as the parent to all financial institutions in the Partners Group, except Partners Bank, which stands alone.

Group in Numbers

	2023	2022
Equity (CZK million)	3 062,6	2 702,4
Profit after tax (CZK million)	317,4	196,2
Total Assets (CZK million)	3 012,0	2 377,7
Equity (CZK million)	508,2	297,0

The data is based on the consolidated financial statements prepared in accordance with the Czech accounting regulations.

Chronology

Partners established

Peníze.cz and Finmag.cz media tool launched

Partners Invest
and financial literacy project launched

The first Partners Market opening

Trigea launched  Simplea started

Partners Bank project commenced

Expansion to Slovakia
Rentea launched

Banking licence obtained
App launched

Merits Fund established

Bank opened

Expansion and Strategic Partnerships

In 2021, we started our expansion by establishing a subsidiary on the Slovak market. Partners Financial Services, s.r.o. owns 100% of SIMPLEA FINANCIAL SERVICES, s.r.o., which brings our services and know-how to clients in Slovakia.
Simplea pojišt'ovna, a.s. started operations in Poland in January 2024, in cooperation with its local partner, UNEXT Sp. z o.o.
In March 2024, Partners Financial Services, a.s. purchased a 4.99% share in the Romanian company Transilvania Broker de Asigurare S.A., which was increased to 32.89% in July 2024. With this step, we started our expansion into the Romanian market.
Since April 2024, we have cooperated with a strategic partner, mortgage specialist GEPARD FINANCE a.s., in order to jointly form a leader in the field of mortgage loan intermediation.

Our Founders

Petr Borkovec

Co-founder of Partners, Board Chairman of Partners HoldCo

He began his career in finance in 2000. In 2007 he founded the financial advisory firm "Partners for Life Planning" together with Radim Lukeš. Thanks to the ability to turn vision into reality and the courage to change the status quo, the company has grown into a major financial group. Petr has been the head of the financial group since 2012 and initiated the of establishment of all Group companies, including Partners Bank. Today, he is one of the two CEOs of Partners Bank and an active member of management of the other Group subsidiaries.

LinkedIn profile

"At Partners, we've long been building the ultimate financial service that would help people take control over their finances so they can grow rich and achieve their financial goals."

Petr Borkovec

Radim Lukeš

Co-founder of Partners

Radim Lukeš has been in the financial advisory business since 2000. In 2007, together with Petr Borkovec, he founded Partners for Life Planning. He has been the largest shareholder of the Partners HoldCo, a.s. financial group and member of its Supervisory Board since 2010.
Professionally, he is intensively interested in real estate properties and invests in them. He plays golf and tennis and collects youngtimers (young veteran cars). 

"Business is a journey and a constant evolution. He who stops is likely to be “overtaken" by the others or lose energy, which he has to put back into starting again. I believe that in Partners, compared to the majority of the market, we can keep pace and continue to move forward. We have all the prerequisites for this."

Radim Lukeš